RenMac RenMac Off-Script: Inflation Hits the Slopes
Jan 2, 2026
The discussion dives into the realities of inflation and affordability, with insights on how these factors influence voter sentiment. Neil Dutta highlights the surprising easing of inflation pressures in housing and energy. Tariff relief initiatives are targeting consumer needs as geopolitical risks from China and Taiwan remain pressing. The conversation also touches on market cyclicality, emerging bubbles in commodities, and the effectiveness of dynamic asset allocation strategies. A compelling glimpse into economic trends and their impact on markets unfolds.
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Telluride Ski Patrol Strike
- Jeff DeGraff cut his Telluride trip short because ski patrollers went on strike and shut the mountain down.
- He described the dispute as a roughly $40,000-a-year gap in negotiations that forced an early return.
Skiing And Retail Pay Explained
- Neil Dutta compared skiing and Costco as 'rich person' activities explaining why workers at those places earn more.
- He used this to argue ski patrol wages and leisure pay reflect the clientele and industry economics.
Triad Of Disinflation
- Neil Dutta argues inflation pressures are easing across housing, labor, and energy.
- He expects rental, wage, and fuel-driven food inflation to continue moderating into 2026.