EPISODE · Mar 28, 2025 · 36 MIN
RenMac Off-Script: Bad News Priced
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the upcoming “Liberation Day,” why much of the bad news might already be priced in, the strike price on the respective Trump and Fed put, and how economic conditions were already slowing before Trump was sworn into office, and AI’s mailbag gone wrong.
What this episode covers
RenMac discusses the upcoming “Liberation Day,” why much of the bad news might already be priced in, the strike price on the respective Trump and Fed put, and how economic conditions were already slowing before Trump was sworn into office, and AI’s mailbag gone wrong.
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RenMac Off-Script: Bad News Priced
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