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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: Shutdown Shenanigans

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Manage episode 510379132 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 recaps client takeaways from London and Chicago,weighs the rising odds of a prolonged shutdown with Trump threatening permanent layoffs, and breaks down how tariffs, industrial policy, and Big Pharma deals are reshaping the landscape. The team flags complacency in recession odds,highlights sentiment risks in semis, and explains why healthcare’s pain may be setting up a long-term bottom — all while keeping an eye on discretionary trends, gold, and the Fed’s next move.

  continue reading

272 episodes

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RenMac Off-Script: Shutdown Shenanigans

RenMac

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Manage episode 510379132 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 recaps client takeaways from London and Chicago,weighs the rising odds of a prolonged shutdown with Trump threatening permanent layoffs, and breaks down how tariffs, industrial policy, and Big Pharma deals are reshaping the landscape. The team flags complacency in recession odds,highlights sentiment risks in semis, and explains why healthcare’s pain may be setting up a long-term bottom — all while keeping an eye on discretionary trends, gold, and the Fed’s next move.

  continue reading

272 episodes

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