EPISODE · May 17, 2024 · 26 MIN
RenMac Off-Script: Debate Bait
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses how Biden agreed to debate on his terms, the encouraging inflation print, how much of Biden’s billions have been spent and what Trump could do with them, improving beta vs. average momentum, the peak in short rates, strong election year seasonality, and why China is looking like the U.S. in 2009.
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RenMac Off-Script: Debate Bait
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This episode was published on May 17, 2024.
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