RenMac Off-Script: Biden's Burden

RenMac - En podcast av Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredagar

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RenMac discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the upcoming presidential debate.

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