Ironsides Macroeconomics's guest appearances

Ironsides Macroeconomics

Alpha Exchange

The IRF Podcast

Barry Knapp

Julian Morris

Andrew Scott

Campbell Harvey

Howard Marks

Jeffrey Christian

James Grant

Andy Redleaf

Jared Dillian

Christopher Cole

Mark Miller

Jeff deGraaf

Alberto Gallo

Merrill Lynch

Michael Green

OwlTail

David Osman of the IRF is joined by Barry Knapp, the Managing Partner and Head of Macro &amp; Public Policy Strategy at Ironsides Macroeconomics, which he founded in 2019 and is based in Colorado.----more---- In a world that has been rocked by a global pandemic, supply chain disruptions, an energy crisis and the ramifications of Russia’s atrocious war on Ukraine, the USA has some obvious attractions. Barry Knapp has had a long and distinguished career in the financial sector with a number of leading investment firms. His career has evolved from equity derivatives to principal trading, then equity strategy research, unconstrained fixed income investment and now macroeconomic &amp; public policy strategy. His knowledge of the US economy and US financial markets is arguably second to none. In this podcasts Barry explains why US economic growth and corporate profits are likely to be higher than current consensus expectations for this year. He sets out how this will have a meaningful impact on the prospects for inflation, monetary policy, the yield curve in the government bond market and the US dollar. In addition, Barry discusses his bullish view for the US stock market and highlights those sectors that are most (and least) attractive in these circumstances.

David Osman of the IRF is joined by Barry Knapp, the Managing Partner and Head of Macro &amp; Public Policy Strategy at Ironsides Macroeconomics, which he founded in 2019 and is based in Colorado.----more---- In a world that has been rocked by a global pandemic, supply chain disruptions, an energy crisis and the ramifications of Russia’s atrocious war on Ukraine, the USA has some obvious attractions. Barry Knapp has had a long and distinguished career in the financial sector with a number of leading investment firms. His career has evolved from equity derivatives to principal trading, then equity strategy research, unconstrained fixed income investment and now macroeconomic &amp; public policy strategy. His knowledge of the US economy and US financial markets is arguably second to none. In this podcasts Barry explains why US economic growth and corporate profits are likely to be higher than current consensus expectations for this year. He sets out how this will have a meaningful impact on the prospects for inflation, monetary policy, the yield curve in the government bond market and the US dollar. In addition, Barry discusses his bullish view for the US stock market and highlights those sectors that are most (and least) attractive in these circumstances.

“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics

David Osman of the IRF Podcast is joined by Barry Knapp, Managing Partner and Head of Macro and Public Policy Strategy at Ironsides Macroeconomics to discuss ‘Fiscal Dominance – What are the Economic Implications of this new US Paradigm.’ ----more----Barry has had a long and distinguished career in equity derivatives/principal trading/equity strategy research/unconstrained fixing and investment and macroeconomic and public policy strategy. With the world economy beginning to emerge from the depths of the global pandemic, investors are increasingly focused on the prospects for a period of reflation. What does this mean for future government policies and how well will the financial market react to the policy risks? Barry feels there are serious implications for the US economy reminiscent of what happened in the early 1960s which led to inflationary spiral. We are now in the early stages of that transition towards a higher inflationary regime. Inflationary impulse is greater than it was back in the Global Financial Crisis. Barry identifies the three tail winds for this year when considering the strength of the economic recovery and talks about the differences between the recovery of 2009/10 and that of 2020/21. He goes on to discuss the potential policy risks that he foresees and explains why he is an advocate of reflation trade.

David Osman of the IRF Podcast is joined by Barry Knapp, Managing Partner and Head of Macro and Public Policy Strategy at Ironsides Macroeconomics to discuss ‘Fiscal Dominance – What are the Economic Implications of this new US Paradigm.’ ----more----Barry has had a long and distinguished career in equity derivatives/principal trading/equity strategy research/unconstrained fixing and investment and macroeconomic and public policy strategy. With the world economy beginning to emerge from the depths of the global pandemic, investors are increasingly focused on the prospects for a period of reflation. What does this mean for future government policies and how well will the financial market react to the policy risks? Barry feels there are serious implications for the US economy reminiscent of what happened in the early 1960s which led to inflationary spiral. We are now in the early stages of that transition towards a higher inflationary regime. Inflationary impulse is greater than it was back in the Global Financial Crisis. Barry identifies the three tail winds for this year when considering the strength of the economic recovery and talks about the differences between the recovery of 2009/10 and that of 2020/21. He goes on to discuss the potential policy risks that he foresees and explains why he is an advocate of reflation trade.

"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics

A voracious reader and a market professional for more than 30 years, Barry Knapp has seen his share of bubbles and busts. Starting his career in the early 80’s, he soon after experienced the crash of ‘87 and the mini crash of ‘89. The experience of multi-sigma events like these, overlaid on his careful study economic history, armed Barry early on with an appreciation for the  complex ways in which monetary, fiscal and regulatory policy interact with the financial cycle of risk taking. In our conversation, Barry shares his recollections of covering institutional derivatives clients through the tech bubble and the growth of capital structure arbitrage trading in its aftermath.  We spend some time on the financial crisis and I gather Barry’s perspective as a senior risk taker at Lehman during that time. And lastly, I solicit Barry’s views on monetary policy in the post crisis era and just how we arrived at interest rates no one could have ever imagined would clear the market. His unpacking of the sell-off in Q4’18 reveals a fragility that may be present for years as Central Banks try to get off zero. Now the founder and Managing Partner of Ironsides Macroeconomics, Barry is bringing his insights to clients weekly, helping investors better understand a truly unique time period in economics and finance.  Please enjoy this episode of the Alpha Exchange, my discuss with Barry Knapp.

A voracious reader and a market professional for more than 30 years, Barry Knapp has seen his share of bubbles and busts. Starting his career in the early 80’s, he soon after experienced the crash of ‘87 and the mini crash of ‘89. The experience of multi-sigma events like these, overlaid on his careful study economic history, armed Barry early on with an appreciation for the complex ways in which monetary, fiscal and regulatory policy interact with the financial cycle of risk taking. In our conversation, Barry shares his recollections of covering institutional derivatives clients through the tech bubble and the growth of capital structure arbitrage trading in its aftermath. We spend some time on the financial crisis and I gather Barry’s perspective as a senior risk taker at Lehman during that time. And lastly, I solicit Barry’s views on monetary policy in the post crisis era and just how we arrived at interest rates no one could have ever imagined would clear the market. His unpacking of the sell-off in Q4’18 reveals a fragility that may be present for years as Central Banks try to get off zero. Now the founder and Managing Partner of Ironsides Macroeconomics, Barry is bringing his insights to clients weekly, helping investors better understand a truly unique time period in economics and finance. Please enjoy this episode of the Alpha Exchange, my discuss with Barry Knapp.