EPISODE · Jul 30, 2021 · 17 MIN
RenMac Off-Script: The Impending Debt Ceiling
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Renmac discusses the triangulation of debt ceiling and infrastructure this autumn, the GDP figures, how Powell is thinking about the world, the importance of quality and profitability at this part of the cycle, the continued strength of discretionary names and the uptick in healthcare.
What this episode covers
Renmac discusses the triangulation of debt ceiling and infrastructure this autumn, the GDP figures, how Powell is thinking about the world, the importance of quality and profitability at this part of the cycle, the continued strength of discretionary names and the uptick in healthcare.
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RenMac Off-Script: The Impending Debt Ceiling
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