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Kandungan disediakan oleh Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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RenMac Off-Script: Closer To The End?

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Manage episode 414771695 series 2531218
Kandungan disediakan oleh Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
RenMac discusses the low GDP and high inflation reports, how volatile trade figures may have skewed the data to the downside, why the consensus is probably right about growth, the mean reversion in the battleground state polls, why the Supreme Court may delay the federal cases against Trump, how price may be driving sentiment, why you want to be long in the summer months in a presidential election year, what is driving the increase in the 10yr yields, and the relationship between Bitcoin and the NASDAQ.
  continue reading

209 episod

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RenMac Off-Script: Closer To The End?

RenMac

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published

iconKongsi
 
Manage episode 414771695 series 2531218
Kandungan disediakan oleh Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
RenMac discusses the low GDP and high inflation reports, how volatile trade figures may have skewed the data to the downside, why the consensus is probably right about growth, the mean reversion in the battleground state polls, why the Supreme Court may delay the federal cases against Trump, how price may be driving sentiment, why you want to be long in the summer months in a presidential election year, what is driving the increase in the 10yr yields, and the relationship between Bitcoin and the NASDAQ.
  continue reading

209 episod

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