EPISODE · Jan 7, 2022 · 18 MIN
RenMac Off-Script: Focus on the Fed
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
The RenMac team discusses the collapse of concept capital, the Fed’s March glidepath, whether the Fed is offsides, inflationary buildup in the labor market, how Biden’s expected nominees will lead to politicization of the Fed, and tilting towards value.
What this episode covers
The RenMac team discusses the collapse of concept capital, the Fed’s March glidepath, whether the Fed is offsides, inflationary buildup in the labor market, how Biden’s expected nominees will lead to politicization of the Fed, and tilting towards value.
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RenMac Off-Script: Focus on the Fed
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