RenMac Off-Script: Obliteration Day
RenMac - Un podcast de Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Les vendredis
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RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.
