RenMac Off-Script: Shutdown Surprise
Jul 18, 2025 ·
35m 37s
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Description
RenMac discusses the Fed Chair race and Trump’s strategy, NVDA-led chip diplomacy with China and crypto legislation, markets ignoring rising shutdown risks, seasonal patterns shifting the beta/momentum trade, and the...
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RenMac discusses the Fed Chair race and Trump’s strategy, NVDA-led chip diplomacy with China and crypto legislation, markets ignoring rising shutdown risks, seasonal patterns shifting the beta/momentum trade, and the unusual dynamic of rising rates and falling currencies.
show less
Information
| Author | Jeff deGhttps://www.spreakraaf |
| Organization | Jeff deGhttps://www.spreakraaf |
| Website | - |
| Tags |
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