Podcast: The Lack of a Credible PlanListen now (11 min) | Here is our appearance this morning on CNBC: https://www.cnbc.com/video/2020/08/03/ironsides-barry-knapp-on-tech-macro-trends-tha…
Barry C. Knapp
The 4th industrial revolution, reduce risk, resilient capex, enhanced UI debate and lack of a credible fiscal consolidation plan
Barry C. Knapp
Podcast: Rational ExpectationsListen now (12 min) | Micro to macro, high powered money, the tech wreck, Keynesian stimulus and herd immunity Please listen to our podcast for a summa…
Barry C. Knapp
Micro to macro, high powered money, the tech wreck, Keynesian stimulus and herd immunity
Barry C. Knapp
A quick update on the claims report
Barry C. Knapp
Podcast: The 'Y' Shaped RecoveryListen now (7 min) | Supply side stimulus, economic momentum, earnings surprise and Fed strategy Please listen to our podcast for a summary of the late…
Barry C. Knapp
Supply side stimulus, economic momentum, earnings surprise and Fed strategy
Barry C. Knapp
Podcast: Quick Micro & Macro UpdateListen now (4 min) | This is a new product for paid subscribers. Please listen to a brief update on several of our investment themes based on incoming …
Barry C. Knapp
Podcast: The Resurgence ScareListen now (9 min) | The labor market recovery continues, corporate tax politics & an earnings season rally Please listen to our podcast for a summary …
Barry C. Knapp
The labor market recovery continues, corporate tax politics & an earnings season rally
Barry C. Knapp
The '20s expansion, margin expansion, political headwinds, export recovery and risk reduction time
Barry C. Knapp
Employment, capital investment, Covid-19 and political markets
Barry C. Knapp