RenMac Off-Script: Nvidia’s Scary Shadow Over S&P

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

RenMac discusses why the Nvidia phenomenon may have overshadowed some broader concerns, why the bond market was down on the PMI print, why the consensus is onsides now on growth, a high alert for housing, capitulation suggests softness in equities for 2024, little change in polls but big change in betting markets in 2024 presidential race.

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This episode is 21 minutes long.

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This episode was published on May 24, 2024.

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