RenMac Off-Script: No Middle Ground in a Banking ‘Crisis’
Mar 24, 2023•17 min
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Episode description
Blurb The RenMac Team discusses the Fed’s 25 bps move, how one’s view of a banking crisis determines their outlook on future interest decisions, the politics of a pending Trump indictment, whether the Fed’s tolerance for inflation is higher now, why technology is breaking out, and whether REITs are so bad they’re good.
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