RenMac Off-Script: The Great Growth Re-Rate
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Venerdì
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Jeff, Neil, and Steve discuss:Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market’s messageLabor market conditionsPowell’s futureImportance of personnel to discern direction forward
