EPISODE · Apr 4, 2025 · 49 MIN
RenMac Off-Script: Obliteration Day
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.
What this episode covers
RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.
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RenMac Off-Script: Obliteration Day
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