RenMac Off-Script: Bonds on an Island

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Give us 18 minutes, we walk you through the decoupling of Chinese and US tech and the regulatory hammer coming down from DC, why the bond market might have it wrong on the growth outlook, and what this means for US bank stocks.

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This episode is 18 minutes long.

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This episode was published on July 9, 2021.

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