13 min listen
RenMac Off-Script: The Bright Light at End of the Tunnel
FromRenMac
ratings:
Length:
17 minutes
Released:
Dec 4, 2020
Format:
Podcast episode
Description
RenMac plays “Pardon Bingo”, latest on stimulus package, excessive sentiment readings in equity markets, economic bears are policy advocates, it remains about credit not COVID.
Released:
Dec 4, 2020
Format:
Podcast episode
Titles in the series (100)
RenMac Off-Script: Inflation: Perception vs Reality: RenMac discusses the outlook for inflation, the current extreme positioning in the bond market, Biden’s 180 on semiconductors’ strategic importance, handicapping impeachment, and the week ahead by RenMac