RenMac Off-Script: Logic Isn’t Truth
RenMac - Podcast autorstwa Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Piątki
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The RenMac team discusses the view from London, the mixed message from breadth and international equities, strength in the housing market, the drag on inventories in 1Q23, why the 2024 presidential election is shaping up to be the rematch that few people want, and how a recession could be the bears worst nightmare.
