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Ironsides Macroeconomics 'It's Never Different This Time' - A podcast by Barry C. Knapp
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Billionaires' row, socialism with Chinese characteristics and creative destructionListen to our podcast for a summary of the latest weekly note from Ironsides Macroeconomics: https://ironsidesmacro.substack.comBelow are links to four recent reports that are outside the paywall so you can get a sense for the subscriber product. Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email [email protected]. Click below for details, for individual subscriptions the price is $89/month.https://ironsidesmacro.substack.com/p/some-brief-labor-market-thoughtshttps://ironsidesmacro.substack.com/p/the-corona-contraction-productivityhttps://ironsidesmacro.substack.com/p/gaining-traction-its-never-differenthttps://ironsidesmacro.substack.com/p/the-corona-contractionFigure 8: For four decades education, healthcare and housing costs have increased far more rapidly than the personal consumption deflator. Their share of consumption has also increased underscoring how they have been a drag on productivity growth. The poor outcomes are well documented. Technology in the form of telemedicine, blended learning and work from home are ways out of the deadweight sectors productivity drag.https://ironsidesmacro.substack.com/p/the-corona-contraction-productivity“Your Kids May Never Return to Normal Schooling:” Andreas Kluth, Bloomberg 15-May-2020Barry C. KnappManaging PartnerIronsides Macroeconomics LLC908-821-7584https://ironsidesmacro.substack.comhttps://www.linkedin.com/in/barry-c-knapp/@barryknappReading List“Showdown at Gucci Gulch, Lawmakers, Lobbyists, and the Unlikely Triumph of Tax Reform”, Jeffrey H. Birnbaum and Alan S. Murray“A Great Leap Forward, 1930s Depression and US Economic Growth”, Alexander J. Field“1493, Uncovering the New World Columbus Created”, Charles C. Mann“Great Society, A New History”, Amity Shlaes“The Second Machine Age”, Erik Brynjolofsson, Andrew McAfee“Grand Pursuit, the Story of Economic Genius”, Sylvia Nasar“The Rise and Fall of the Great Powers”, Paul Kennedy“Capitalism in America, A History”, Alan Greenspan & Adrian Woolridge“Diversity Explosion, How New Racial Demographics are Remaking America”, William H. Frey“Clashing Over Commerce, A History of US Trade Policy”, Douglas A. Irwin“Destined for War, Can America and China Escape Thucydides’s Trap”, Graham Allison“The Constitution of Liberty”, F.A. Hayek“Judgement in Moscow, Soviet Crimes and Western Complicity”, Vladimir Bukovsky“1931, Debt, Crisis and the Rise of Hitler”, Tobias StraumannMy next book: “Nudge”, Richard H. Thaler & Cass R. SunsteinThis institutional communication has been prepared by Ironsides Macroeconomics LLC (“Ironsides Macroeconomics”) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the author’s current expectations and is subject to revision by the author, though the author is under no obligation to do so. 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