13 min listen
RenMac Off-Script: The Shortening Stimulus Fuse
FromRenMac
ratings:
Length:
14 minutes
Released:
Feb 5, 2021
Format:
Podcast episode
Description
In 16m, RenMac discusses the trend in gold, how today’s job numbers factor into stimulus negotiations, at what point is inflation not “transitory”, and how we should be thinking about this in regards to the RenMac market cycle clock.
Released:
Feb 5, 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