RenMac Off-Script: Logic Isn’t Truth episode artwork

EPISODE · Apr 28, 2023 · 20 MIN

RenMac Off-Script: Logic Isn’t Truth

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

The RenMac team discusses the view from London, the mixed message from breadth and international equities, strength in the housing market, the drag on inventories in 1Q23, why the 2024 presidential election is shaping up to be the rematch that few people want, and how a recession could be the bears worst nightmare.

Episode metadata supplied by the publisher feed · Published Apr 28, 2023

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RenMac Off-Script: Logic Isn’t Truth

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