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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.
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RenMac Off-Script: The Great Growth Re-Rate

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Manage episode 449100483 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.
Jeff, Neil, and Steve discuss:
  1. Expectations between now and election
  2. Accuracy of betting markets in defense of price discovery
  3. The big losers
  4. Path of unified government
  5. Inflation expectations
  6. Cyclical trade and market’s message
  7. Labor market conditions
  8. Powell’s future
  9. Importance of personnel to discern direction forward
  continue reading

238 episodes

Artwork

RenMac Off-Script: The Great Growth Re-Rate

RenMac

32 subscribers

published

iconShare
 
Manage episode 449100483 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.
Jeff, Neil, and Steve discuss:
  1. Expectations between now and election
  2. Accuracy of betting markets in defense of price discovery
  3. The big losers
  4. Path of unified government
  5. Inflation expectations
  6. Cyclical trade and market’s message
  7. Labor market conditions
  8. Powell’s future
  9. Importance of personnel to discern direction forward
  continue reading

238 episodes

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