EPISODE · Aug 13, 2021 · 19 MIN
RenMac Off-Script: Inflation Starting to Bite Biden
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Give us 18 minutes, we run through the recent movement in inflation, why it will not necessarily sway the Fed but has brought more of a political response from the Biden administration. In the markets, we highlight the pick-up in financials, particularly outside of banks and why this is not a growth versus value market, but one where you should focus on quality.
What this episode covers
Give us 18 minutes, we run through the recent movement in inflation, why it will not necessarily sway the Fed but has brought more of a political response from the Biden administration. In the markets, we highlight the pick-up in financials, particularly outside of banks and why this is not a growth versus value market, but one where you should focus on quality.
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RenMac Off-Script: Inflation Starting to Bite Biden
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