Because of the favorable response of the podcast summary of our weekly note to all of our readers last week, here it is again. Next weekend we will offer our last free complete note before transitioning to a free summary and full note for our paid subscribers only. Please subscribe today.
The household deleveraging cycle and discretionary sector stunning outperformance.
This is a brief audio summary of this week’s note (link below).
https://ironsidesmacro.substack.com/p/how-you-doing-joe-6-pack
Barry C. Knapp
Managing Partner
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
Podcast: How You Doing Joe 6-Pack?