RenMac Off-Script: Valentine VAT

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

RenMac crew discusses the difference between a VAT and tariff, this week’s inflation data, our China/HK call, the notable deterioration in internal S&P trends, D’s leverage on DOGE, and this week’s mail-bag: gold.

Episode metadata supplied by the publisher feed · Published Feb 14, 2025

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RenMac Off-Script: Valentine VAT

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