Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

RenMac Off-Script: Trad(ing) Tensions

40:00
 
Share
 

Manage episode 519478077 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 welcomes trade expert Kelly Ann Shaw to unpack a whirlwind week of global trade deals and she explains how the White House is using tariff recalibration to ease consumer pain ahead of the midterms. Dutta rails against the Fed’s “hawkish paralysis” despite cooling data, deGraaf warns markets are flashing bifurcation between tech highs and cyclical lows, and Pavlick tracks how D.C. gridlock, revenue politics, and voter sentiment are reshaping policy risk.
  continue reading

269 episodes

Artwork

RenMac Off-Script: Trad(ing) Tensions

RenMac

32 subscribers

published

iconShare
 
Manage episode 519478077 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 welcomes trade expert Kelly Ann Shaw to unpack a whirlwind week of global trade deals and she explains how the White House is using tariff recalibration to ease consumer pain ahead of the midterms. Dutta rails against the Fed’s “hawkish paralysis” despite cooling data, deGraaf warns markets are flashing bifurcation between tech highs and cyclical lows, and Pavlick tracks how D.C. gridlock, revenue politics, and voter sentiment are reshaping policy risk.
  continue reading

269 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play