13 min listen
RenMac Off-Script: People in Glass Houses
FromRenMac
ratings:
Length:
16 minutes
Released:
Apr 9, 2021
Format:
Podcast episode
Description
Neil’s recent vacation confirms his data, the challenges of awakening corporate culture, how specialty retail is confirming the housing cycle, and the challenges of a global tax rate.
Released:
Apr 9, 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