RenMac Off-Script: Is Tehran About to Eat a TACO? episode artwork

EPISODE · Jun 20, 2025 · 35 MIN

RenMac Off-Script: Is Tehran About to Eat a TACO?

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

RenMac walks through this week’s Fed decision, Iran’s exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbought condition in oil and the momentum in financials.

RenMac walks through this week’s Fed decision, Iran’s exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbought condition in oil and the momentum in financials.

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RenMac Off-Script: Is Tehran About to Eat a TACO?

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This episode is 35 minutes long.

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This episode was published on June 20, 2025.

What is this episode about?

RenMac walks through this week’s Fed decision, Iran’s exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbought condition in oil and the momentum in financials.

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