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Barry Knapp, Founder, Ironsides Macro

Alpha Exchange

CHAPTER

Introduction

dean carnut talks with barry nap, founder of ironsides makeral. He says the bed is off track with respect to its understanding of inflation in a post pendemic world. The fed also fails to account for the positive supply shock and energy that was the shal revolution, as well as the decades long period of good disinflation from china's admission to w t o. As our discussion continues, barry shares his view on the inevitability of a risk off resulting from the fed's attempt to normalize policy.

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