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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: We’ll Take Your Money, Not Your Two Cents

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Manage episode 501782873 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 unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa Cook scandal, and why stagflation fears are misplaced as tight credit spreads argue against recession, even as beta keeps breaking down and momentum holds up
  continue reading

255 episodes

Artwork
iconShare
 
Manage episode 501782873 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 unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa Cook scandal, and why stagflation fears are misplaced as tight credit spreads argue against recession, even as beta keeps breaking down and momentum holds up
  continue reading

255 episodes

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