RenMac Off-Script: Debate & Switch?
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the options for Democrats to replace Biden following the debate, how the stock market has reacted to the presidential polls, why Neil thinks the balance of risk suggests that the Fed could make a minor monetary mistake by not cutting in September, the symptoms of liquidity and what the movement in Bitcoin and IPOs might suggest, and why the first two weeks of July suggest strong seasonality from a historical standpoint.
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How long is this episode of RenMac?
This episode is 19 minutes long.
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This episode was published on June 28, 2024.
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