RenMac Off-Script: Shutdown Surprise

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

RenMac discusses the Fed Chair race and Trump’s strategy, NVDA-led chip diplomacy with China and crypto legislation, markets ignoring rising shutdown risks, seasonal patterns shifting the beta/momentum trade, and the unusual dynamic of rising rates and falling currencies.

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This episode is 35 minutes long.

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This episode was published on July 18, 2025.

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