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Barry Knapp, Founder, Ironsides Macro

Alpha Exchange

CHAPTER

Is the Fed Entangled in Markets?

Every business cycle since warld war, too had one of these, call it potfed policy normalization related shocks. The biggest of those pullbacks we had last business cycle came in two thousand and 11. We could certainly have that this go around. This next round of fiscal is far from stimulus. Taken from the perspective of an equity investor, is quite the opposite. You're paying for a social safety net type of thing which may have some effect on the economy overtime.

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