EPISODE · Dec 22, 2023 · 21 MIN
RenMac Off-Script: Trash vs. Treasure
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses how the latest PCE print supports a March Fed cut but why it may not go as far as the market is pricing, whether animal spirits can lead to irrational exuberance, why trash is outperforming treasure, why the U.S. Supreme Court may reach a different decision than the CO Supreme Court regarding Trump’s eligibility.
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RenMac Off-Script: Trash vs. Treasure
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This episode was published on December 22, 2023.
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