Last updated on February 5, 2020
The inverted yield curve, with guest Barry Knapp of Ironsides Macroeconomics
Act I: Host introduces an area of conventional wisdom in financial markets or the economy, something that has perhaps already been priced in to markets. In this case: the inverted yield curve and what it is saying about (slowing) economic growth in the U.S. (1:41)
Act II: Enter the contrarian. In this case Barry Knapp of Ironsides Macroeconomics LLC. (2:20)
Break: Placeholder to shout out to sponsors and tell people how and where to follow the guest and his or her research. In this case please check out the guest: ironsidesmacro.substack.com (11:20)
Act III: Host attempts to play devil’s advocate, questioning the contrarian’s thesis . (13:25)
Act IV: Actionable insights. What concrete steps might investors take if the contrarian is correct? What stocks, bonds, indexes, sectors should they look to? (23:00)
Disclaimer: Nothing said here should be considered investment advice.