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RenMac

RenMac Off-Script: The Great Growth Re-Rate

Nov 8, 2024
25:17
Jeff, Neil, and Steve discuss:
  1. Expectations between now and election
  2. Accuracy of betting markets in defense of price discovery
  3. The big losers
  4. Path of unified government
  5. Inflation expectations
  6. Cyclical trade and market’s message
  7. Labor market conditions
  8. Powell’s future
  9. Importance of personnel to discern direction forward

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