このエピソードについて
RenMac breaks down the vicious unwind in the momentum trade, why a low headline VIX is masking the highest single-stock dispersion the team has ever measured, and how a cooler CPI print does little to stop the Fed conversation from tilting toward a September hike, with inflation, not growth, now owning the reaction function. The team also discusses rising Strait of Hormuz tensions and elevated oil, a looming 25% Brazil tariff, Korea's AI-driven rate hike, yen intervention risk, and the Washington theater around Fed leadership and congressional stock-trading rules.
英語
アメリカ合衆国
露骨な内容
文字起こし 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
このポッドキャストの他のエピソード
Boucher fills in for Dutt, hosting an especially off-script edition of RenMac Off-Script, covering the biggest earnings and macro week of the summer, headlined by Kevin Warsh's dovish Fed hold. Neil Dutta argues the move reeks of a credibility problem that leaves the chair looking weak, with the lo…
Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth running closer to 3% than 2% — on tax incentives, deregulation, and AI — and why a data-dependent Fed is "momentum trading" monetary policy r…
RenMac breaks down the case for a Fed hike next week — Neil Dutta's "Why Not Now?" call, with September already priced at 100% — as AI capex, rising oil, and tariffs push inflation the wrong way and Warsh weighs moving in his honeymoon. The team also discusses the momentum crash and why t…
Big Technology podcast host Alex Kantrowitz joins the RenMac Off-Script team to discuss whether the AI buildout has quietly become the load-bearing pillar of the U.S. economy and what breaks if it stalls. The team breaks down why the compute crunch is separating clear winners from losers, why the s…
免責: このページに埋め込まれているポッドキャストとアートワークは Jeff deGraaf, Neil Dutta, & Stephen Pavlick からのものであり、その所有者の所有物であり、Listen Notes, Inc. と提携または承認されていません。
