Jan 6, 2022
This podcast episode was recorded on Jan. 5 and released to premium subscribers that same day -- without ads or announcements. To learn about becoming a premium subscriber, go here.
Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his 2022 outlook for the economy and markets. He is broadly optimistic on the former, but less enthusiastic about the latter -- at least in the first half of the year -- with strong possibility of 'uncertainty shocks,' especially around Fed events (sound familiar?) There is also some interesting discussion around interest rates, inflation, and China, among others.
(Spotify users can link to the start of the section by clicking on the timestamp)