14 min listen
RenMac Off-Script: Focus on the Fed
FromRenMac
ratings:
Length:
18 minutes
Released:
Jan 7, 2022
Format:
Podcast episode
Description
The RenMac team discusses the collapse of concept capital, the Fed’s March glidepath, whether the Fed is offsides, inflationary buildup in the labor market, how Biden’s expected nominees will lead to politicization of the Fed, and tilting towards value.
Released:
Jan 7, 2022
Format:
Podcast episode
Titles in the series (100)
RenMac Off-Script: Expectations Collide with Reality: 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. by RenMac