EPISODE · Mar 24, 2023 · 17 MIN
RenMac Off-Script: No Middle Ground in a Banking ‘Crisis’
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Blurb The RenMac Team discusses the Fed’s 25 bps move, how one’s view of a banking crisis determines their outlook on future interest decisions, the politics of a pending Trump indictment, whether the Fed’s tolerance for inflation is higher now, why technology is breaking out, and whether REITs are so bad they’re good.
What this episode covers
Blurb The RenMac Team discusses the Fed’s 25 bps move, how one’s view of a banking crisis determines their outlook on future interest decisions, the politics of a pending Trump indictment, whether the Fed’s tolerance for inflation is higher now, why technology is breaking out, and whether REITs are so bad they’re good.
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RenMac Off-Script: No Middle Ground in a Banking ‘Crisis’
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