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RenMac Off-Script: Debate & Switch?

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Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
RenMac discusses the options for Democrats to replace Biden following the debate, how the stock market has reacted to the presidential polls, why Neil thinks the balance of risk suggests that the Fed could make a minor monetary mistake by not cutting in September, the symptoms of liquidity and what the movement in Bitcoin and IPOs might suggest, and why the first two weeks of July suggest strong seasonality from a historical standpoint.
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242 episodes

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RenMac Off-Script: Debate & Switch?

RenMac

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Manage episode 426113873 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
RenMac discusses the options for Democrats to replace Biden following the debate, how the stock market has reacted to the presidential polls, why Neil thinks the balance of risk suggests that the Fed could make a minor monetary mistake by not cutting in September, the symptoms of liquidity and what the movement in Bitcoin and IPOs might suggest, and why the first two weeks of July suggest strong seasonality from a historical standpoint.
  continue reading

242 episodes

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