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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: Obliteration Day

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Manage episode 475212567 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 the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.
  continue reading

268 episodes

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RenMac Off-Script: Obliteration Day

RenMac

32 subscribers

published

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Manage episode 475212567 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 the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.
  continue reading

268 episodes

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