RenMac Off-Script: Banking March Madness

RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fridays

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Business

The RenMac team discusses the impact of SVB collapse on the banking industry, how it is becoming politicized, whether SVB was a feature or bug of the Fed’s actions, why the Fed is likely to go 25 bps next week, deposit circularity, the befuddling bitcoin bounce, cyclicals performing better than defensives, and big tech breaking out.