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Macroeconomic and Public Policy Strategy

Barry C. Knapp

Managing Partner

Https://ironsidesmacro.substack.com

Please go to our research site

Our weekly podcast can now be found on apple podcasts: search ironsides macroeconomics 'it's never different this time'

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Vail, Colorado

Recent Videos

RECENT POSTS
  • CNBC Squawk Box December 5, 2019

  • CNBC Squawk Box October 30, 2019

  • CNBC Squawk Box October 7, 2019

  • Alpha Exchange, Macro Risk Advisors Podcast

  • U.S. will eventually go after Germany for trade: CNBC Closing Bell May 15, 2019

  • The Trade War resumes: CNBC Closing Bell May 8, 2019

  • Three themes for earnings season, China shocks, trade, tariffs and steel: CNBC Closing Bell April 9, 2019

  • Inverted Yield Curve not a problem for banks: CNBC Closing Bell March 27, 2019

  • Investors should sell treasuries and buy bank stocks: Ironsides Barry Knapp - CNBC Closing Bell March 22, 2019

  • Echoes of '87 CNBC Video March 4, 2019

  • Global trade is slowing to level closer to global GDP - CNBC Closing Bell January 23, 2019

  • Is It Time to Rethink the Market Consensus on Financials - Bloomberg TV January 15, 2019

Recent Notes

  • Capitalism, Socialism and Mercantilism, September 30, 2019 https://ironsidesmacro.substack.com/p/capitalism-socialism-and-mercantilism

  • Yield Curve to the World, August 17, 2019

  • Over?  Did you say over?, August 10, 2019

  • Tipping Point: Time to Cut Risk, August 5, 2019

  • Currency War Detente, July 27, 2019

  • Micro to Macro, July 20, 2019

  • Another Great Leap Forward, June 29, 2019

  • Beggar Thy Neighbor II, May 11, 2019

  • Worshipping the False Fed Idol, May 4, 2019

  • Let's Make a Trade Deal, April 29, 2019

  • Housing - Another Echo of '88, April 22, 2019

  • China: Malinvestment Central, April 6, 2019

  • Fade the Fed, March 23, 2019

  • Echoes of '87, and now '88, March 2, 2019

Posts are coming soon
Stay tuned...

We launched our 'It's Never Different This Time' weekly note.  Please visit https://ironsidesmacro.substack.com to read our notes, and subscribe.