13 min listen
RenMac Off-Script: Escape Velocity
FromRenMac
ratings:
Length:
20 minutes
Released:
Dec 15, 2023
Format:
Podcast episode
Description
RenMac discusses the escape velocity in equities, Powell’s press conference, why a March cut is looking more likely, who wore the boldest sweater on TV, why the rate of inflation is declining despite rather than b/c of the Inflation Reduction Act, the breakout in banks and REITs, and frothy animal spirits.
Released:
Dec 15, 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