RenMac Off-Script: Incrementally Capitulating episode artwork

EPISODE · Jun 9, 2023 · 16 MIN

RenMac Off-Script: Incrementally Capitulating

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

The RenMac team discusses the labor market, the gravitation towards beta, looking for contraction in BBB spreads, the growing Republican rift on defense spending, the politics and the precedent of the latest Trump indictment, market incrementalism towards cyclicality.

The RenMac team discusses the labor market, the gravitation towards beta, looking for contraction in BBB spreads, the growing Republican rift on defense spending, the politics and the precedent of the latest Trump indictment, market incrementalism towards cyclicality.

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RenMac Off-Script: Incrementally Capitulating

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This episode is 16 minutes long.

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This episode was published on June 9, 2023.

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The RenMac team discusses the labor market, the gravitation towards beta, looking for contraction in BBB spreads, the growing Republican rift on defense spending, the politics and the precedent of the latest Trump indictment, market incrementalism...

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