EPISODE · Aug 22, 2025 · 34 MIN
RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa Cook scandal, and why stagflation fears are misplaced as tight credit spreads argue against recession, even as beta keeps breaking down and momentum holds up
What this episode covers
RenMac unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa Cook scandal, and why stagflation fears are misplaced as tight credit spreads argue against recession, even as beta keeps breaking down and momentum holds up
NOW PLAYING
RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.