RenMac Off-Script: Money Illusion

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

RenMac discusses the latest in economic data, including how prices are flattering retail sales; the leap to get the FOMC to support a 50bp move; market leadership from small caps to Asia and the improvement in consumer discretionary relative to staples; and why the government’s stake in Intel is part of a more muscular industrial policy approach to strategic sectors.

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This episode is 34 minutes long.

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This episode was published on August 15, 2025.

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