RenMac Off-Script: Trash vs. Treasure
Dec 22, 2023•21 min
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Episode description
RenMac discusses how the latest PCE print supports a March Fed cut but why it may not go as far as the market is pricing, whether animal spirits can lead to irrational exuberance, why trash is outperforming treasure, why the U.S. Supreme Court may reach a different decision than the CO Supreme Court regarding Trump’s eligibility.
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