EPISODE · Jul 9, 2021 · 18 MIN
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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RenMac Off-Script: Bonds on an Island
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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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