13 min listen
RenMac Off-Script: Fed Passive Easing, Uncle Sam Active Easing
FromRenMac
ratings:
Length:
14 minutes
Released:
Dec 18, 2020
Format:
Podcast episode
Description
RenMac handicaps political winners/losers of stimulus, the great inflation debate, deGraaf’s “Perpetuity Effect”, what Fed’s comments mean for asset prices and Neil’s definition of a “Powder Day”.
Released:
Dec 18, 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