RenMac Off-Script:  Overconfident? episode artwork

EPISODE · Nov 29, 2024 · 26 MIN

RenMac Off-Script: Overconfident?

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

RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump’s initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.

RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump’s initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.

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RenMac Off-Script: Overconfident?

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This episode is 26 minutes long.

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This episode was published on November 29, 2024.

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RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump’s initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian...

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