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RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

Update: 2025-08-22
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RenMac unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa Cook scandal, and why stagflation fears are misplaced as tight credit spreads argue against recession, even as beta keeps breaking down and momentum holds up
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RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

Jeff deGraaf, Neil Dutta, & Stephen Pavlick