13 min listen
RenMac Off-Script: Don’t Follow the Easy Path
FromRenMac
ratings:
Length:
18 minutes
Released:
Oct 20, 2023
Format:
Podcast episode
Description
RenMac discusses Powell’s speech on the outlook, why the Fed is probably done for 2023 but why the economy is not, why builders might be a buy despite elevated rates and why gold is a sell despite high geopolitical tensions, and the latest in Jim Jordan’s ongoing fight to become Speaker of the House.
Released:
Oct 20, 2023
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