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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: Biden's Burden

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Manage episode 424798277 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 discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the upcoming presidential debate.
  continue reading

273 episodes

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RenMac Off-Script: Biden's Burden

RenMac

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iconShare
 
Manage episode 424798277 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 discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the upcoming presidential debate.
  continue reading

273 episodes

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