Was the wild week for equity factors and Treasuries due to the growth mix shift? Please listen to our weekly podcast summarizing our September 15 note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and would like a 30 day trial, please email me at bcknapp@ironsidesmacro.com
Podcast: Regime Change
Podcast: Regime Change
Podcast: Regime Change
Was the wild week for equity factors and Treasuries due to the growth mix shift? Please listen to our weekly podcast summarizing our September 15 note and consider becoming a paid subscriber, if you are not already, to read the full report. If you are a recent free subscriber and would like a 30 day trial, please email me at bcknapp@ironsidesmacro.com