Share this postCopy linkFacebookEmailNotesMoreIronsides Macroeconomics 'It's Never Different This Time'Iceberg Risk0:00Current time: 0:00 / Total time: -12:58-12:58Paid episodeThe full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'Subscribe to listenIceberg RiskRising terminal rate, iceberg risk, disinflation in '23 intact, CBO's real risk, covering our tech shortBarry C. KnappFeb 20, 2023∙ Paid1Share this postCopy linkFacebookEmailNotesMoreShareThis audio summarizes our February 18 note, Iceberg RiskFigure 8: Net revisions are not yet positive; however, the recovery is notable and likely marks a significant inflection point.Barry C. KnappManaging PartnerDirector of ResearchIronsides Macroeconomics LLC908-821-7584bcknapp@ironsidesmacro.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappThi…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inIronsides Macroeconomics 'It's Never Different This Time'Macroeconomic and public policy strategyMacroeconomic and public policy strategySubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeBarry C. KnappRecent EpisodesTurning the PageJan 21 • Barry C. KnappChoose Your BattlesJan 13 • Barry C. KnappBeware January ReversalsJan 6 • Barry C. Knapp2024 In Review: QuadrilemmaDec 30, 2024 • Barry C. Knapp2025 Themes: The Bill Comes DueDec 23, 2024 • Barry C. KnappThe Trump Treasuries TradeDec 16, 2024 • Barry C. Knapp2025 Outlook: Targeting a TrifectaDec 9, 2024 • Barry C. KnappA Whole of Government ApproachDec 2, 2024 • Barry C. Knapp