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RenMac Off-Script: Valentine VAT episode artwork

EPISODE · Feb 14, 2025 · 34 MIN

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.

What this episode covers

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.

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RenMac Off-Script: Valentine VAT

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Frequently Asked Questions

How long is this episode of RenMac?

This episode is 34 minutes long.

When was this RenMac episode published?

This episode was published on February 14, 2025.

What is this episode about?

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.

Can I download this RenMac episode?

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