RenMac Off-Script: Biden's Burden
Jun 21, 2024•23 min
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Episode description
RenMac discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the upcoming presidential debate.
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