RenMac Off-Script: Bad News Priced
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Venerdì
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RenMac discusses the upcoming “Liberation Day,” why much of the bad news might already be priced in, the strike price on the respective Trump and Fed put, and how economic conditions were already slowing before Trump was sworn into office, and AI’s mailbag gone wrong.
