EPISODE · Mar 22, 2024 · 19 MIN
RenMac Off-Script Podcast: Political & Productivity Paradox
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving Biden’s EV policies, why the six months of progress on inflation is outweighing the previous two months of setbacks for Powell & Co., June cut looking likely, the productivity paradox and how it takes time to realize the gains from AI, why a partial gov’t shutdown on Monday isn’t likely to happen, why the expansion of internal highs suggests a bull market, and how energy and materials are performing better on an absolute basis.
What this episode covers
RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving Biden’s EV policies, why the six months of progress on inflation is outweighing the previous two months of setbacks for Powell & Co., June cut looking likely, the productivity paradox and how it takes time to realize the gains from AI, why a partial gov’t shutdown on Monday isn’t likely to happen, why the expansion of internal highs suggests a bull market, and how energy and materials are performing better on an absolute basis.
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RenMac Off-Script Podcast: Political & Productivity Paradox
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