13 min listen
RenMac Off-Script: Expectations Collide with Reality
FromRenMac
ratings:
Length:
14 minutes
Released:
Jan 15, 2021
Format:
Podcast episode
Description
In 15m RenMac discusses the Biden’s stimulus plan, the expectations of policy and the likelihood of something less, Powell green lights assets inflation, and the importance of contrarian thinking around words and rhetoric versus facts.
Released:
Jan 15, 2021
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