48 min listen
RenMac Off-Script: Incrementally Capitulating
FromRenMac
ratings:
Length:
17 minutes
Released:
Jun 9, 2023
Format:
Podcast episode
Description
The RenMac team discusses the labor market, the gravitation towards beta, looking for contraction in BBB spreads, the growing Republican rift on defense spending, the politics and the precedent of the latest Trump indictment, market incrementalism towards cyclicality.
Released:
Jun 9, 2023
Format:
Podcast episode
Titles in the series (100)
RenMac Legends: A Conversation with Cathie Wood (Part 2): Cathie Wood has a meticulous and unique research process. In this 2 half of our conversation, we discuss how she procures ideas, determines when she's wrong, thinks about value and a few of her themes for the 21st Century. Here's our conversation...... by RenMac