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

Jun 20, 2025 35 min

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

from RenMac Hosted by 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.

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

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This episode was published on June 20, 2025.

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