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RenMac Off-Script: Momentum Vs. Beta

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Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesn’t linearly map to inflation, how a May Fed cut could be underpriced, another gov’t can-kick, how Michigan sent warning signs to both candidates, whether Haley will still in after Super Tuesday, the firmness of global indices, and relative weakness in utilities and staples.
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186 episodes

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RenMac Off-Script: Momentum Vs. Beta

RenMac

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Manage episode 404035674 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesn’t linearly map to inflation, how a May Fed cut could be underpriced, another gov’t can-kick, how Michigan sent warning signs to both candidates, whether Haley will still in after Super Tuesday, the firmness of global indices, and relative weakness in utilities and staples.
  continue reading

186 episodes

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