RenMac Off-Script: Trump Bump

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

RenMac discusses:The latest shift in polls in the continued razor-thin election. The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.The bullish spread between equity volatility (VIX) and corporate creditBitcoin Commercial Hedger positioning.

What this episode covers

NOW PLAYING

0:00 27:29

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of RenMac?

This episode is 27 minutes long.

When was this RenMac episode published?

This episode was published on October 11, 2024.

What is this episode about?

Can I download this RenMac episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!