EPISODE · Apr 18, 2025 · 35 MIN
RenMac Off-Script: “You're Fired”?
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the importance of the Fed’s independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the soul of a nation, plus a special Good Friday Mail-bag.
What this episode covers
RenMac discusses the importance of the Fed’s independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the soul of a nation, plus a special Good Friday Mail-bag.
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RenMac Off-Script: “You're Fired”?
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