EPISODE · Sep 30, 2022 · 18 MIN
RenMac Off-Script: What’s the Bull Case
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
nMac talks about sentiment, it’s faults and features, what could go right, the valuation problem, why bonds are attractive, next week’s jobs number, and the latest on government spending bill.
What this episode covers
nMac talks about sentiment, it’s faults and features, what could go right, the valuation problem, why bonds are attractive, next week’s jobs number, and the latest on government spending bill.
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RenMac Off-Script: What’s the Bull Case
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