Episode

RenMac Off-Script: Data Gone Wiles

Podcast

RenMac

Published

Dec 19, 2025

Duration seconds

2926

Processing state

not_requested

Canonical source

https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Data-Gone-Wiles-e3cjbtp

Audio

https://anchor.fm/s/10928cc60/podcast/play/112881017/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-19%2F414701886-44100-2-7caabb2b2fca7.mp3

JSON

/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-data-gone-wiles

Markdown

/podcast/renmac-344092/renmac-off-script-data-gone-wiles.md

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Summary

RenMac breaks down a pivotal week where inflation cooled but global yields surged, suggesting the global bond markets—not just the U.S.— may be driving the next macro chapter. Dutta argues first principles matter on unemployment and inflation, deGraaf explains why the latter contracting is historically a quantifiable tailwind for equities and Pavlick examines China tensions from Panama to Taiwan and the continued political risks surrounding tariffs, defense spending, and Fed leadership.