EPISODE · Jul 7, 2023 · 15 MIN
RenMac Off-Script: Keeping Dry Powder
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Renmac discuss why our elevated yield impact model and seasonality favors keeping some dry powder, but not the same type found in the White House this week. How cocaine-gate is overshadowing the “Bidenomics” push? Why the latest payroll print shows no signs of recession and is unlikely to prevent the Fed from hiking two more times this year? All in today’s episode.
What this episode covers
Renmac discuss why our elevated yield impact model and seasonality favors keeping some dry powder, but not the same type found in the White House this week. How cocaine-gate is overshadowing the “Bidenomics” push? Why the latest payroll print shows no signs of recession and is unlikely to prevent the Fed from hiking two more times this year? All in today’s episode.
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RenMac Off-Script: Keeping Dry Powder
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