RenMac Off-Script: The Great Growth Re-Rate

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

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Business

Jeff, Neil, and Steve discuss:Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market’s messageLabor market conditionsPowell’s futureImportance of personnel to discern direction forward