RenMac Off-Script: Banking March Madness
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the impact of SVB collapse on the banking industry, how it is becoming politicized, whether SVB was a feature or bug of the Fed’s actions, why the Fed is likely to go 25 bps next week, deposit circularity, the befuddling bitcoin bounce, cyclicals performing better than defensives, and big tech breaking out.
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How long is this episode of RenMac?
This episode is 21 minutes long.
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This episode was published on March 17, 2023.
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