Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Iceberg Risk
0:00
Current time: 0:00 / Total time: -12:58
-12:58

Paid episode

The full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'

Iceberg Risk

Rising terminal rate, iceberg risk, disinflation in '23 intact, CBO's real risk, covering our tech short
Barry C. Knapp
Feb 20, 2023
∙ Paid
Share

This audio summarizes our February 18 note, Iceberg Risk

Figure 8: Net revisions are not yet positive; however, the recovery is notable and likely marks a significant inflection point.

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

@barryknapp

Thi…

This post is for paid subscribers

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
Listen on
Substack App
Spotify
RSS Feed
Appears in episode
Barry C. Knapp
Recent Episodes
Anatomy of a Treasury Rally
 • Barry C. Knapp
Cleaning Up the Industrial Policy Mess
 • Barry C. Knapp
Silly Seasonals
 • Barry C. Knapp
Targeting 10s
 • Barry C. Knapp
Inadvertent Monetary Policy Rebalancing
 • Barry C. Knapp
Nothing Works Without Spending Cuts
 • Barry C. Knapp
Turning the Page
 • Barry C. Knapp
Choose Your Battles
 • Barry C. Knapp