Nathaniel E. Baker and I on April 2nd recorded the pilot episode of his podcast series: The Contrarian Investor.
We discussed the yield curve, the market’s misreading of the March FOMC meeting, the outlook for domestic and global growth and investing in banks, small caps and Treasury bear steepeners.
Barry C. Knapp
Managing Partner
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
For disclosures please see our note ‘Fade the Fed’
The Contrarian Investor Podcast: Pilot