RenMac Off-Script: Powell Needs a Big Stick

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

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Business

Neil crashes “Off-script” from Miami to discuss inflation, while Steve views it thru the lens of fiscal policy and 2022 elections. Jeff discusses his discomfort with the flattening yield curve, the importance of the Fed’s balance sheet, and the fading of “concept capital”.