

MH+ Ep.24 The Four Fours (guest: Barry C. Knapp)
Jan 10, 2024
Barry C. Knapp, Founder and Director of Ironsides Macroeconomics, joins the podcast. They discuss the FED's aggressive hiking cycle and its effects on various sectors, including small banks, businesses, real estate, and the government. They delve into the market's reaction to the September meeting and the Fed's response. The likelihood of a recession triggered by rising unemployment and its impact on investors is explored. The guest also discusses the potential scenario of the Fed cutting rates, the struggles in the back end of the market, and shares where listeners can find more of his work.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Interpreting the Market's Reaction and Fed's Actions
04:42 • 11min
Discussion on the Possibility of a Recession and Earnings Recovery
16:02 • 2min
Unemployment, Fed rates, and the impact on the economy
18:10 • 14min
Discussing Back End Duration Issue and Potential Market Surprises
32:35 • 3min