The Fully Invested Bear

Update: 2025-12-11

Description

This is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment strategies for institutional clients. Hear about his market cycle clock—and why inflation matters more to stocks than GDP growth does.

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In Channel

The Fully Invested Bear

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The Mania Begins

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Will OpenAI be the Yahoo! of the AI Era?

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We're Back to 1997/98?

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The Fatal Mistake Handing the AI Race to China

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A Regime Change for Global Trade

2025-04-2535:38

Will the trade war become a currency crisis?

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Too Late for Portfolio Insurance?

2025-04-1128:25

Private Equity: Too Big to Fail?

2025-04-0435:16

Ukraine's Playbook for Defeating Russia

2025-03-2840:12

Inflation Is Over

2025-03-1433:47

More Geopolitical Chess with George Friedman

2025-03-1230:38

Deflationary Tariffs?

2025-03-0726:53

It's Bird Flu Season

2025-02-2839:31

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#box-pro-ellipsis-176670440051254{-webkit-line-clamp:2;}The Fully Invested Bear

The Fully Invested Bear

The Fully Invested Bear