EPISODE · Jun 30, 2023 · 13 MIN
RenMac Off-Script: Bull Boost
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses Neil’s ten-year anniversary trip and why he feels there will be no recession, the durable strength of the consumer, why the Fed may not deliver the shock needed for the bears, why cyclicals are consistent with a bull market, and the odd situation in Russia.
What this episode covers
The RenMac team discusses Neil’s ten-year anniversary trip and why he feels there will be no recession, the durable strength of the consumer, why the Fed may not deliver the shock needed for the bears, why cyclicals are consistent with a bull market, and the odd situation in Russia.
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RenMac Off-Script: Bull Boost
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