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Dean Curnutt에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dean Curnutt 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Barry Knapp, Managing Partner, Ironsides Macroeconomics, LLC.

1:08:14
 
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Manage episode 240097468 series 2516749
Dean Curnutt에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dean Curnutt 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

A voracious reader and a market professional for more than 30 years, Barry Knapp has seen his share of bubbles and busts. Starting his career in the early 80’s, he soon after experienced the crash of ‘87 and the mini crash of ‘89. The experience of multi-sigma events like these, overlaid on his careful study economic history, armed Barry early on with an appreciation for the complex ways in which monetary, fiscal and regulatory policy interact with the financial cycle of risk taking.

In our conversation, Barry shares his recollections of covering institutional derivatives clients through the tech bubble and the growth of capital structure arbitrage trading in its aftermath. We spend some time on the financial crisis and I gather Barry’s perspective as a senior risk taker at Lehman during that time.

And lastly, I solicit Barry’s views on monetary policy in the post crisis era and just how we arrived at interest rates no one could have ever imagined would clear the market. His unpacking of the sell-off in Q4’18 reveals a fragility that may be present for years as Central Banks try to get off zero.

Now the founder and Managing Partner of Ironsides Macroeconomics, Barry is bringing his insights to clients weekly, helping investors better understand a truly unique time period in economics and finance. Please enjoy this episode of the Alpha Exchange, my discuss with Barry Knapp.

  continue reading

156 에피소드

Artwork
icon공유
 
Manage episode 240097468 series 2516749
Dean Curnutt에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dean Curnutt 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

A voracious reader and a market professional for more than 30 years, Barry Knapp has seen his share of bubbles and busts. Starting his career in the early 80’s, he soon after experienced the crash of ‘87 and the mini crash of ‘89. The experience of multi-sigma events like these, overlaid on his careful study economic history, armed Barry early on with an appreciation for the complex ways in which monetary, fiscal and regulatory policy interact with the financial cycle of risk taking.

In our conversation, Barry shares his recollections of covering institutional derivatives clients through the tech bubble and the growth of capital structure arbitrage trading in its aftermath. We spend some time on the financial crisis and I gather Barry’s perspective as a senior risk taker at Lehman during that time.

And lastly, I solicit Barry’s views on monetary policy in the post crisis era and just how we arrived at interest rates no one could have ever imagined would clear the market. His unpacking of the sell-off in Q4’18 reveals a fragility that may be present for years as Central Banks try to get off zero.

Now the founder and Managing Partner of Ironsides Macroeconomics, Barry is bringing his insights to clients weekly, helping investors better understand a truly unique time period in economics and finance. Please enjoy this episode of the Alpha Exchange, my discuss with Barry Knapp.

  continue reading

156 에피소드

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