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RenMac Off-Script: Shooting The Hostages
Manage episode 514222897 series 2531218
RenMac unpacks rising credit concerns as regional bankswobble and private equity stress builds, contrasting credit risk with last year’s duration scare. Jeff draws upon lessons from Sir Isaac Newton’s South Sea bubble FOMO as today’s liquidity and AI enthusiasm risk repeating history, while Neil flags widening cracks in labor markets and a still-too-tight Fed. Pavs updates the prolonged shutdown, Trump’s trade maneuvers ahead of a Xi meeting, and Washington’s focus on growth over regulation amid geopolitical tension and market froth.
265 episodes
Manage episode 514222897 series 2531218
RenMac unpacks rising credit concerns as regional bankswobble and private equity stress builds, contrasting credit risk with last year’s duration scare. Jeff draws upon lessons from Sir Isaac Newton’s South Sea bubble FOMO as today’s liquidity and AI enthusiasm risk repeating history, while Neil flags widening cracks in labor markets and a still-too-tight Fed. Pavs updates the prolonged shutdown, Trump’s trade maneuvers ahead of a Xi meeting, and Washington’s focus on growth over regulation amid geopolitical tension and market froth.
265 episodes
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