RenMac Off-Script: A Probabilities Business
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses rising layoff signals and a Fed seemingly blind to softening labor data, Trump’s tariff maneuvering and how SCOTUS and Congress may (or may not) push back, the disconnect between affordability concerns and political rhetoric, and what 52-week highs and lows are signaling about market breadth. They also explore why crypto’s stalling, the shutdown’s drag on economic visibility, and the myth of recession-proof secular bull markets.
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How long is this episode of RenMac?
This episode is 45 minutes long.
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This episode was published on November 7, 2025.
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