Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
The Good Place
0:00
-12:09

Paid episode

The full episode is only available to paid subscribers of Ironsides Macroeconomics 'It's Never Different This Time'

The Good Place

Increasingly Narrow Equity Rally, Transitory Disinflation, The Fed's Good Place
Barry C. Knapp
Jun 17, 2024
∙ Paid
Share

This audio summarizes our June 15 note, The Good Place

Figure 2: The collapse in the standard deviation of all items CPI is a strong positive for the investment environment despite above prior cycle trend inflation.

Ironsides Macro on Forward Guidance

An interview on the macro-outlook with some broader thoughts on the current monetary and regulatory regime…

This post is for paid subscribers

Ironsides Macroeconomics 'It's Never Different This Time'
Ironsides Macroeconomics 'It's Never Different This Time'
Macroeconomic and public policy strategy
Listen on
Substack App
Spotify
RSS Feed
Appears in episode
Barry C. Knapp
Recent Episodes
Return of the Bond Vigilantes
 • Barry C. Knapp
Productivity Boom: Cyclical or Secular?
 • Barry C. Knapp
Global Stimulus Boom
 • Barry C. Knapp
Long Policy Lags
 • Barry C. Knapp
Under Promising
 • Barry C. Knapp
Sustainable Disinversion
 • Barry C. Knapp
On the Ledge
 • Barry C. Knapp
Big Revisions & Bigger Government
 • Barry C. Knapp