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RenMac Off-Script: Tariff Tangle Reignited

RenMac Off-Script: Tariff Tangle Reignited

Update: 2025-07-11
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RenMac’s crew dives into recent tariff announcements, the unpriced probability of a U.S. Govt shutdown in October, Momentum vs Beta, Fed’s stance on interest rates and surface level employment data, Bitcoin’s breakout and vacationing in Medellin in the summer.
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RenMac Off-Script: Tariff Tangle Reignited

RenMac Off-Script: Tariff Tangle Reignited

Jeff deGraaf, Neil Dutta, & Stephen Pavlick