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Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Amp; Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Amp; Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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RenMac Off-Script: Tequila Soaked Nights

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Manage episode 520499055 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Amp; Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Amp; Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

RenMac breaks down the market’s ugliest day since 2018 as deGraaf explains the rare “outside reversal” and what oversold signals in Bitcoin, NDX, and speculative tech mean going forward. Dutta argues the Fed is risking a policy mistake as unemployment rises and layoffs spread, and Pavlick outlines the administration’s limited tools — with tariff rollbacks emerging as Trump’s main lever heading into 2026. The team also digs into AI Chip-lomacy, rising utility costs, and early signs of credit strain as Washington heads into Thanksgiving.

  continue reading

274 episodes

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RenMac Off-Script: Tequila Soaked Nights

RenMac

32 subscribers

published

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Manage episode 520499055 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Amp; Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Amp; Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

RenMac breaks down the market’s ugliest day since 2018 as deGraaf explains the rare “outside reversal” and what oversold signals in Bitcoin, NDX, and speculative tech mean going forward. Dutta argues the Fed is risking a policy mistake as unemployment rises and layoffs spread, and Pavlick outlines the administration’s limited tools — with tariff rollbacks emerging as Trump’s main lever heading into 2026. The team also digs into AI Chip-lomacy, rising utility costs, and early signs of credit strain as Washington heads into Thanksgiving.

  continue reading

274 episodes

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