EPISODE · Dec 15, 2023 · 19 MIN
RenMac Off-Script: Escape Velocity
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the escape velocity in equities, Powell’s press conference, why a March cut is looking more likely, who wore the boldest sweater on TV, why the rate of inflation is declining despite rather than b/c of the Inflation Reduction Act, the breakout in banks and REITs, and frothy animal spirits.
What this episode covers
RenMac discusses the escape velocity in equities, Powell’s press conference, why a March cut is looking more likely, who wore the boldest sweater on TV, why the rate of inflation is declining despite rather than b/c of the Inflation Reduction Act, the breakout in banks and REITs, and frothy animal spirits.
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RenMac Off-Script: Escape Velocity
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