EPISODE · Dec 11, 2025 · 47 MIN
The Fully Invested Bear
from Global Macro Update
This is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment strategies for institutional clients. Hear about his market cycle clock—and why inflation matters more to stocks than GDP growth does.
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The Fully Invested Bear
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This episode is 47 minutes long.
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This episode was published on December 11, 2025.
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