RenMac Off-Script: Tick-Tock Tariffs
Jan 31, 2025•36 min
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Episode description
RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon’s paradox, DeepSeek’s potential genome-sequencing moment for AI, handicapping this week’s confirmations, Fed’s outlook on inflation, the ongoing challenges in semiconductors, and RenMac’s mail-bag.
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