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Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and 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 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: Trump Bump

27:30
 
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Manage episode 444735247 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and 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 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:
  1. The latest shift in polls in the continued razor-thin election.
  2. The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.
  3. The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.
  4. The bullish spread between equity volatility (VIX) and corporate credit
  5. Bitcoin Commercial Hedger positioning.
  continue reading

238 episodes

Artwork

RenMac Off-Script: Trump Bump

RenMac

32 subscribers

published

iconShare
 
Manage episode 444735247 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and 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 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:
  1. The latest shift in polls in the continued razor-thin election.
  2. The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.
  3. The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.
  4. The bullish spread between equity volatility (VIX) and corporate credit
  5. Bitcoin Commercial Hedger positioning.
  continue reading

238 episodes

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