Ironsides Macroeconomics 'It's Never Different This Time' podcast

Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy [ironsidesmacro.substack.com] (https://ironsidesmacro.substack.com?utm_medium=podcast)

Macroeconomic and public policy strategy [ironsidesmacro.substack.com] (https://ironsidesmacro.substack.com?utm_medium=podcast)

 

#190

Disinflation Resumption

This is a video summary of our weekly note, [Disinflation Resumption] (https://ironsidesma... more

16 Jun 2025

15 MINS

15:32

16 Jun 2025


#189

Anatomy of a Treasury Rally

This video summarizes our weekly note dated March 1, [Anatomy of a Treasury Rally] (https:... more

03 Mar 2025

11 MINS

11:16

03 Mar 2025


#188

Turning the Page

This video summarizes our weekly note published January 17, [Turning the Page] (https://ir... more

21 Jan 2025

12 MINS

12:47

21 Jan 2025


#187

Our Dollar, Everyone's Problem

This is an audio summary of our November 16 note, [Our Dollar, Everyone's Problem] (https:... more

18 Nov 2024

11 MINS

11:51

18 Nov 2024


#186

Under Promising

This is an audio summary of our September 14 note, [Under Promising] (https://ironsidesmac... more

16 Sep 2024

18 MINS

18:51

16 Sep 2024


#185

Dynamism Destruction

This is an audio summary of our August 3 note, [Dynamism Destruction] (https://ironsidesma... more

05 Aug 2024

15 MINS

15:20

05 Aug 2024


#184

Labor Demand Convexity

This video summarizes our July 31 note titled [Labor Demand Convexity] (https://ironsidesm... more

01 Aug 2024

09 MINS

09:35

01 Aug 2024


#183

Stag Week

This audio summarizes our note dated March 16, [Stag Week] (https://ironsidesmacro.substac... more

18 Mar 2024

13 MINS

13:28

18 Mar 2024


#182

The Year in Review: 5% or Bust

This audio summarizes our annual year-in-review note dated December 24, [The Year in Revie... more

26 Dec 2023

10 MINS

10:18

26 Dec 2023


#181

Growth Scare Ahead

This audio summarizes our November 25 note, [Growth Scare Ahead] (https://ironsidesmacro.s... more

27 Nov 2023

08 MINS

08:24

27 Nov 2023


#180

Demonetization

This audio summarizes our October 21 note, [Demonetization] (https://ironsidesmacro.substa... more

23 Oct 2023

17 MINS

17:06

23 Oct 2023


#179

Productivity & Policy: Jackson Hole Review

This audio summarizes our August 28 note, [Productivity & Policy: Jackson Hole Review] (ht... more

29 Aug 2023

09 MINS

09:04

29 Aug 2023


#178

Tightening Financial Conditions

This audio summarizes our August 19 note, [Tightening Financial Conditions] (https://irons... more

22 Aug 2023

14 MINS

14:13

22 Aug 2023


#177

A Real Bear Steepener

[A Real Bear Steepener] (https://ironsidesmacro.substack.com/p/a-real-bear-steepener) Bar... more

08 Aug 2023

12 MINS

12:57

08 Aug 2023


#176

Housing is Not Yet in Balance

This audio summarizes our July 31 note, [Housing is Not Yet in Balance] (https://ironsides... more

02 Aug 2023

11 MINS

11:27

02 Aug 2023


#175

Unstable Equilibrium

This audio summarizes our July 22 note, [Unstable Equilibrium] (https://ironsidesmacro.sub... more

25 Jul 2023

14 MINS

14:34

25 Jul 2023


#174

The Path from 9 to 3, now what?

This audio summarizes our July 15 note, [The Path from 9 to 3, now what?] (https://ironsid... more

17 Jul 2023

11 MINS

11:36

17 Jul 2023


#173

PTSD or Productivity Boom

This audio summarizes our July 2 note, [PTSD or Productivity Boom] (https://ironsidesmacro... more

05 Jul 2023

13 MINS

13:03

05 Jul 2023


#172

Shouldn't Call it a Skip

This audio summarizes our June 17 note, [Shouldn't Call it a Skip] (https://ironsidesmacro... more

20 Jun 2023

08 MINS

08:46

20 Jun 2023


#171

Liquidity Climate Change

This audio summarizes our May 20 note, [Liquidity Climate Change] (https://ironsidesmacro.... more

23 May 2023

15 MINS

15:38

23 May 2023


#170

The Fed's Trilemma

This audio summarizes our May 13 note, [The Fed's Trilemma] (https://ironsidesmacro.substa... more

16 May 2023

15 MINS

15:55

16 May 2023


#169

Do No Harm

I am on the Host Committee for the 2023 Symposium on behalf of [MacroMinds] (http://www.ma... more

09 May 2023

13 MINS

13:12

09 May 2023


#168

The Dog That Didn’t Bite

I am on the Host Committee for the 2023 Symposium on behalf of [MacroMinds] (http://www.ma... more

02 May 2023

15 MINS

15:31

02 May 2023


#167

It’s What They Pay

This audio summarizes our April 22 note, [It’s What They Pay] (https://ironsidesmacro.subs... more

25 Apr 2023

12 MINS

12:45

25 Apr 2023


#166

Malinvestment Bust in Silicon Valley

This audio summarizes our March 11 note, [Malinvestment Bust in Silicon Valley] (https://i... more

13 Mar 2023

19 MINS

19:21

13 Mar 2023


#165

Inflation Mythology

[Macro Risk Advisors Announces Formation of Ironsides MRA Institutional] (https://www.prne... more

13 Feb 2023

10 MINS

10:17

13 Feb 2023


#164

Cyclical Stocks to Outperform as Inflation Drops to 3.5%: Barry Knapp’s 2023 Outlook

The Contrarian Investor Podcast – The Contrarian Investor Podcast gives voice to those who... more

10 Jan 2023

54 MINS

54:08

10 Jan 2023


#163

Audio: 2023 Outlook

Important Note: The paywall has been unlocked on our 2023 Outlook note for free subscriber... more

05 Dec 2022

09 MINS

09:51

05 Dec 2022


#162

Audio: Ebenezer Powell

This audio recap focuses on our November 19 note, [Ebenezer Powell] (https://ironsidesmacr... more

28 Nov 2022

09 MINS

09:35

28 Nov 2022


#161

Talking Tough

This audio recap focuses on our November 19 note, [Talking Tough] (https://ironsidesmacro.... more

21 Nov 2022

18 MINS

18:15

21 Nov 2022