RenMac Off-Script: Tariff Tangle Reignited episode artwork

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.

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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This episode was published on July 11, 2025.

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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...

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