RenMac Off-Script: Warsh Your Hands
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac unpacks the market fallout from Kevin Warsh emerging as the leading Fed chair candidate, the risks building in parabolic trades like gold and crypto and why sentiment extremes and “hair-trigger” psychology make these trades vulnerable to sharp reversals. The team also breaks down “momentum tech” and sector rotation risks, rising trade and shutdown risks, China-Taiwan tensions and why February seasonality could amplify market crosscurrents.
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How long is this episode of RenMac?
This episode is 49 minutes long.
When was this RenMac episode published?
This episode was published on January 30, 2026.
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