EPISODE · May 31, 2024 · 18 MIN
RenMac Off-Script: Conviction Conundrum
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the political impact of the Trump conviction, how growth isn’t getting away from the Fed, sentiment and the post momentum hang-over industries, and trends vs momentum in China.
What this episode covers
RenMac discusses the political impact of the Trump conviction, how growth isn’t getting away from the Fed, sentiment and the post momentum hang-over industries, and trends vs momentum in China.
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RenMac Off-Script: Conviction Conundrum
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