RenMac Off-Script: Bonds on an Island episode artwork

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.

Episode metadata supplied by the publisher feed · Published Jul 9, 2021

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RenMac Off-Script: Bonds on an Island

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