The Contrarian Investor Podcast: Pilot

Nathaniel E. Baker and I on April 2nd recorded the pilot episode of his podcast series: The Contrarian Investor.We discussed the yield curve, the market’s misreading of the March FOMC meeting, the outlook for domestic and global growth and investing in banks, small caps and Treasury bear steepeners.Barry C. KnappManaging PartnerIronsides Macroeconomics LLC908-821-7584https://www.linkedin.com/in/barry-c-knapp/@barryknappFor disclosures please see our note ‘Fade the Fed’ This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe