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.
What this episode covers
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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