RenMac Off-Script: Returns Drive Flows

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

The RenMac team discusses what a potential Russian invasion could mean for energy markets and inflation, compensation growth exceeding productivity growth, how returns drive flows, and a desire for a steepening curve.

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This episode is 16 minutes long.

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This episode was published on January 28, 2022.

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