RenMac Off-Script: Don't Fist Fight the Fed

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac talks tariffs and who really bears the burden, Trump’s Fed site-visit and true objective, the narrow market excuse and why it’s more bearish propaganda than insightful utility, and the negative global liquidity story imbedded in JGB normalization and the Yen carry trade unwind.

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This episode is 42 minutes long.

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This episode was published on July 25, 2025.

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