RenMac Off-Script: The Shortening Stimulus Fuse
RenMac - Un podcast de Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Les vendredis
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In 16m, RenMac discusses the trend in gold, how today’s job numbers factor into stimulus negotiations, at what point is inflation not “transitory”, and how we should be thinking about this in regards to the RenMac market cycle clock.
