RenMac Off-Script: Tariff Tangle Reignited
Jul 11, 2025•35 min
Episode description
RenMac’s crew dives into recent tariff announcements, the unpriced probability of a U.S. Govt shutdown in October, Momentum vs Beta, Fed’s stance on interest rates and surface level employment data, Bitcoin’s breakout and vacationing in Medellin in the summer.
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