No Earnings Recession, Get Long Cyclical Stocks, Prepare for 3.5% CPI by Mid-2023

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No Earnings Recession, Get Long Cyclical Stocks, Prepare for 3.5% CPI by Mid-2023

With Barry Knapp, Ironsides Macroeconomics -- just recorded this morning!

Jan 04, 2023

∙ Paid

Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023 and why cyclical stocks should outperform the technology and defensive sec…

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