RenMac Off-Script: The Great Growth Re-Rate
Nov 8, 2024 ·
25m 16s
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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...
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Jeff, Neil, and Steve discuss:
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- 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
Information
| Author | Jeff deGhttps://www.spreakraaf |
| Organization | Jeff deGhttps://www.spreakraaf |
| Website | - |
| Tags |
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