RenMac Off-Script: Logic Isn’t Truth

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

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Business

The RenMac team discusses the view from London, the mixed message from breadth and international equities, strength in the housing market, the drag on inventories in 1Q23, why the 2024 presidential election is shaping up to be the rematch that few people want, and how a recession could be the bears worst nightmare.