“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics

David Osman of the IRF is joined by Barry Knapp, the Managing Partner and Head of Macro & Public Policy Strategy at Ironsides Macroeconomics, which he founded in 2019 and is based in Colorado.----more---- In a world that has been rocked by a global pandemic, supply chain disruptions, an energy crisis and the ramifications of Russia’s atrocious war on Ukraine, the USA has some obvious attractions. Barry Knapp has had a long and distinguished career in the financial sector with a number of leading investment firms. His career has evolved from equity derivatives to principal trading, then equity strategy research, unconstrained fixed income investment and now macroeconomic & public policy strategy. His knowledge of the US economy and US financial markets is arguably second to none. In this podcasts Barry explains why US economic growth and corporate profits are likely to be higher than current consensus expectations for this year. He sets out how this will have a meaningful impact on the prospects for inflation, monetary policy, the yield curve in the government bond market and the US dollar. In addition, Barry discusses his bullish view for the US stock market and highlights those sectors that are most (and least) attractive in these circumstances.