RenMac Off-Script: Incrementally Capitulating
from RenMac Hosted by 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.
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How long is this episode of RenMac?
This episode is 16 minutes long.
When was this RenMac episode published?
This episode was published on June 9, 2023.
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