RenMac Off-Script: The Great Growth Re-Rate
Nov 08, 2024•25 min
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Episode description
Jeff, Neil, and Steve discuss:
- Expectations between now and election
- Accuracy of betting markets in defense of price discovery
- The big losers
- Path of unified government
- Inflation expectations
- Cyclical trade and market’s message
- Labor market conditions
- Powell’s future
- Importance of personnel to discern direction forward
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