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. Knapp

Managing Partner

Ironsides Macroeconomics LLC

908-821-7584

https://www.linkedin.com/in/barry-c-knapp/

@barryknapp

For disclosures please see our note ‘Fade the Fed’

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