Underlying instability, biased priors and a bogus narrative, convexity kills and the strong cycle limits downside risk Today’s podcast focuses on our note released January 30 note titled When Will the Game Stop Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email bcknapp@ironsidesmacro.com. Click below for details, for individual subscriptions the price is $89/month or $999/year.
Podcast: When Will the Game Stop
Podcast: When Will the Game Stop
Podcast: When Will the Game Stop
Underlying instability, biased priors and a bogus narrative, convexity kills and the strong cycle limits downside risk Today’s podcast focuses on our note released January 30 note titled When Will the Game Stop Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email bcknapp@ironsidesmacro.com. Click below for details, for individual subscriptions the price is $89/month or $999/year.