Toward a New World Order: The K-Shaped Economy Amidst a Warsh Federal Reserve
In this episode of Mining Stock Daily, Barry Knapp of Ironsides Macroeconomics examines how the nomination of Kevin Warsh as Fed Chair serves as a strategic move to stabilize federal debt and address years of balance sheet distortion,. Knapp provides a scathing critique of past Quantitative Easin...
U.S./China Trade Dynamics & Why the Fed Needs to Cut Rates to 3%
Barry Knapp reacts to the State of the Union address and covers what comes next for trade policy. He thinks the U.S. might have the upper hand in trade, as China will have difficulty sending its exports elsewhere as other countries build up their own manufacturing industries, but notes that the f...
Knapp: FOMC Needs to Cushion Jobs Market Amid AI & Economic Risks
Barry Knapp believes the recent market pullback is just a part of the full plunge. He explains how investors are mispricing a "Trump put" and doesn't think the Fed is offering enough of a "cushion" to soften a blow to its dual mandate. When it comes to AI's risk to the job market, Barry points to...
Closing Bell Overtime: Stocks Rally, Post Best Day Since Early February 3/23/26
Barry Knapp of Ironsides Macroeconomics argues the Fed may be making a policy mistake by treating an energy shock as inflationary rather than demand destructive. Helen Amos of BMO Capital Markets examines why commodities are breaking down and whether a rebound is ahead. From CERAWeek our Brian Su...
Explaining the Four Growth Shocks Since 2025 & What They Mean
Barry Knapp compares the current yield curve to last year’s and what they are saying about economic conditions. He argues that bonds and equities showed tariffs would hit growth more than inflation, and we watched that play out last year. We’ve had four growth shocks, Barry says, laying them out ...
Fed Strategy Flawed? Barry Knapp on Rate Debate & Markets Self-Correcting on AI
Barry Knapp argues the Fed’s interest rate strategy is misguided and hurting small businesses while the market begins to self-correct. He points to steady AI spending among firms like Meta Platforms (META), Amazon (AMZN), Microsoft (MSFT), and Oracle (ORCL) as a key signal that markets are reeval...
Barry Knapp: The AI Trade is Nearing an Inflection Point
In this episode of Mining Stock Daily, Trevor Hall welcomes Barry Knapp of Ironsides Macro for a wide-ranging conversation on the macro forces shaping today's markets. Barry explains why investors should be focused less on whether AI spending is still growing and more on the rate of change in tha...
Barry Knapp: I Cut Tech. Here's Why.
AI has been the market's biggest winner—but Barry Knapp believes the trade is entering a new phase.
In this conversation with Maggie Lake, Barry Knapp, Founder and Managing Partner of Ironsides Macroeconomics, explains why he's reduced his exposure to technology stocks, why the pace of AI capita...
The Fed's Tightening Playbook & the Risk of a Policy Mistake
Ironsides Macroeconomics' Barry Knapp discusses the Fed's policy tightening playbook and its historical impact on equity and bond markets, noting how quantitative tightening combined with rate hikes led to significant corrections in 2018 and 2022. He cautions against further rate hikes, predictin...
Inflation Is Still a Problem. Is the Fed Fighting the Wrong War?
Inflation remains one of the biggest questions hanging over the Federal Reserve — but some of Wall Street’s top strategists sharply disagree over what today’s CPI data really means.
With headline inflation at 3.4% and core inflation at 2.4%, is price pressure still strong enough to force the Fed...
