Barry Knapp
Macro strategist and author at Ironsides Macro, providing analysis on monetary policy, banking sector stress, labor market dynamics, and capital investment trends.
Top 5 podcasts with Barry Knapp
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9 snips
Nov 22, 2023 • 32min
The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan
Macro analysts Julian Brigden and Barry Knapp discuss the current macro landscape and its impact on investment strategy. Steven McClurg, Leo Mizuhara, and Matt Hougan explore the macroeconomic dynamics driving crypto price action, including Bitcoin's relationship with inflation and its performance during the COVID pandemic.
4 snips
Mar 27, 2025 • 35min
Barry Knapp on how the Fed's QE Cycle Re-Emerged Last Week
Barry Knapp from Ironsides Macro shares insights from his note, 'The 10 Year Treasury Accord,' analyzing the Federal Reserve's latest quantitative easing measures. He dives into the bond market dynamics, highlighting fiscal policy challenges and the implications of trade tensions. Knapp discusses the complexities of managing the federal deficit, the relationship between government spending and GDP, and offers a cautious outlook on gold prices amidst global economic shifts.
Jun 13, 2024 • 1h 20min
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Financial expert Barry Knapp discusses the Fed's policies, Lehman Brothers retrospective, interbank lending market, and the role of Fannie & Freddie in subprime securitized products. Delve into the moral hazard in the banking system before the Great Financial Crisis (GFC) of 2008 and Lehman's exposure to commercial real estate.
Oct 24, 2025 • 44min
Inflation Cools, Metals Dip and the Christmas Countdown is on 10/24/25
In this discussion, Krishna Guha, vice chairman at Evercore ISI, breaks down the recent cooler CPI print and its implications for Fed rate cuts while highlighting trends in corporate layoffs and labor markets. Barry Knapp from Ironside's Macroeconomics shares insights on inflation's impact on fiscal policy and his views on sector positioning, favoring cyclicals over tech. Francisco Blanche of BofA Securities analyzes the recent decline in gold's value and the oil market's dynamics, emphasizing the need for cautious investment strategies.
Oct 7, 2025 • 24min
Barry Knapp and Why the Fed Under-Delivered in September
Barry Knapp, a macro strategist and author at Ironsides Macro, shares insights on the Federal Reserve's recent decisions impacting small banks and businesses. He argues that the latest rate cut fell short of effectively supporting these sectors. Barry also discusses the implications of a weakening labor market and how an increased capital expenditure strategy could be influenced by current economic conditions. Additionally, he explores the significance of rising gold prices in relation to global trade dynamics.
