EPISODE · Mar 14, 2025 · 41 MIN
RenMac Off-Script: Eggs-cellent
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the potential strategy behind Schumer’s decision to avoid a government shutdown, the contribution of egg prices to CPI, the deteriorating news flow with the spike in bearish market sentiment, the potential Canadian tariff strategy (or lack thereof), why we’re not playing this as a bear-market and this week’s mailbag regarding market tops.
What this episode covers
RenMac discusses the potential strategy behind Schumer’s decision to avoid a government shutdown, the contribution of egg prices to CPI, the deteriorating news flow with the spike in bearish market sentiment, the potential Canadian tariff strategy (or lack thereof), why we’re not playing this as a bear-market and this week’s mailbag regarding market tops.
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RenMac Off-Script: Eggs-cellent
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