Cover image of Ironsides Macroeconomics 'It's Never Different This Time'

Ironsides Macroeconomics 'It's Never Different This Time'

Macroeconomic and public policy strategy ironsidesmacro.substack.com

Ranked #1

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Podcast: 2020 Outlook: Part One

Podcast: 2020 Outlook: Part One

Three tailwinds until 2Q20, and the tail of two halvesListen to our podcast for a summary of the latest weekly note from... Read more

9 Dec 2019

11mins

Ranked #2

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A Cyclical Increase in Inflation Podcast

A Cyclical Increase in Inflation Podcast

With the markets fixated on the implications of the Chinese Central Committee’s attempts to contain the coronavirus on g... Read more

17 Feb 2020

13mins

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Ranked #3

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Macro Trends for 2020 & Beyond Podcast

Macro Trends for 2020 & Beyond Podcast

Deglobalization, China, Innovation, Energy Stability and Rate SuppressionListen to our podcast for a summary of the late... Read more

16 Dec 2019

12mins

Ranked #4

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GI Joe with the Kung Fu Grip Podcast

GI Joe with the Kung Fu Grip Podcast

They're panicking out there, don't fight the Fed and the consumer falloutListen to our podcast for a summary of the late... Read more

2 Mar 2020

11mins

Most Popular Podcasts

Ranked #5

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Podcast: QE4 & the Dollar Shortage

Podcast: QE4 & the Dollar Shortage

A weaker dollar could loosen trade credit and boost global tradePlease listen to our weekly podcast summarizing our Octo... Read more

21 Oct 2019

7mins

Ranked #6

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The Asymmetric Repo Man Podcast

The Asymmetric Repo Man Podcast

An accommodative Fed, trade truce and improving global outlook, what’s not to like? Listen to our podcast for a summary ... Read more

4 Nov 2019

8mins

Ranked #7

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Podcast: Breakout Ahead

Podcast: Breakout Ahead

The markets are signalling an end to the global trade and manufacturing recession, listen to our podcast as we explain t... Read more

28 Oct 2019

7mins

Ranked #8

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Operation Reverse Twist Podcast

Operation Reverse Twist Podcast

Yield curve 'disinversion' is forecasting an end to the global trade recessionListen to our podcast for a summary of the... Read more

11 Nov 2019

9mins

Ranked #9

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Podcast: Central Committee Pressure Builds

Podcast: Central Committee Pressure Builds

Doubling down on state owned enterprises is no way to go through lifeListen to our podcast for a summary of the latest w... Read more

25 Nov 2019

9mins

Ranked #10

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Podcast: Intangible Investment Yields Tangible Results

Podcast: Intangible Investment Yields Tangible Results

Coronavirus clarity remains elusive, stronger productivity and labor participationListen to our podcast for a summary of... Read more

10 Feb 2020

11mins

Ranked #11

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Podcast: Trend growth is better than you think

Podcast: Trend growth is better than you think

Despite the risks to global supply chains, the tailwinds are still blowingListen to our podcast for a summary of the lat... Read more

3 Feb 2020

11mins

Ranked #12

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The More Things Change

The More Things Change

The calendar changed but this week's events highlighted trends that began last decadeListen to our podcast for a summary... Read more

13 Jan 2020

11mins

Ranked #13

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Podcast: 2020 Taxpayer Revolt?

Podcast: 2020 Taxpayer Revolt?

Next year's election is likely to have tax policy as a central issueListen to our podcast for a summary of the latest we... Read more

18 Nov 2019

9mins

Ranked #14

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Chinese Liberalization Podcast

Chinese Liberalization Podcast

Chinese reform occurs when they have exhausted all other possibilitiesListen to our podcast for a summary of the latest ... Read more

21 Jan 2020

10mins

Ranked #15

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The Sanderviks Tail Risk Podcast

The Sanderviks Tail Risk Podcast

A mini-Taper Tantrum, recovery in business confidence and the risks of SandervismListen to our podcast for a summary of ... Read more

23 Feb 2020

14mins

Ranked #16

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Communication Challenge Podcast

Communication Challenge Podcast

The Davos contrarian indicator, Fed's denial, and cyclical manufacturing recoveryListen to our podcast for a summary of ... Read more

27 Jan 2020

12mins

Ranked #17

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2019: The Year in Review Podcast

2019: The Year in Review Podcast

An Echo of ‘88, trade shocks, monetary interventionism and the US economic juggernautListen to our podcast for a summary... Read more

23 Dec 2019

13mins

Ranked #18

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Bank Repression Podcast

Bank Repression Podcast

Reach for yield unwind, targeted fiscal stimulus, interest rate caps and the banksListen to our podcast for a summary of... Read more

9 Mar 2020

11mins

Ranked #19

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Schumpeter's Gale Podcast

Schumpeter's Gale Podcast

Billionaires' row, socialism with Chinese characteristics and creative destructionListen to our podcast for a summary of... Read more

18 May 2020

9mins

Ranked #20

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Seeing is Believing Podcast

Seeing is Believing Podcast

The market is not wrong, workers aren't discouraged, laggard banks and long-run policy risksListen to our podcast for a ... Read more

11 May 2020

13mins

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