EPISODE · Jul 11, 2025 · 34 MIN
RenMac Off-Script: Tariff Tangle Reignited
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac’s crew dives into recent tariff announcements, the unpriced probability of a U.S. Govt shutdown in October, Momentum vs Beta, Fed’s stance on interest rates and surface level employment data, Bitcoin’s breakout and vacationing in Medellin in the summer.
What this episode covers
RenMac’s crew dives into recent tariff announcements, the unpriced probability of a U.S. Govt shutdown in October, Momentum vs Beta, Fed’s stance on interest rates and surface level employment data, Bitcoin’s breakout and vacationing in Medellin in the summer.
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RenMac Off-Script: Tariff Tangle Reignited
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