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Barry Knapp, Founder, Ironsides Macro

Alpha Exchange

CHAPTER

What's the Reed Through for You?

I want to get into this potential misread that the fed and policy makers may have with regard to the sort of post g f c play book. I know you've done some work on this notion of correlation across different whether theyare regions, cities. What are you seeing in that? You mention relative til it, say, two thousand six. And what's the reed through for you there? So this was an idea that i originally conjured up back in two thousand and 11,. When i was looking for evidence that house prices were bottoming.

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