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About this episode
RenMac breaks down the sharp rise in effective tariffs and who’s really paying for them, how firms may react to margin pressure with layoffs or price hikes, the macro regime shift that’s pulling markets back to pre-GFC behavior, how game theory is guiding Trump’s Fed chess match and whether or not Waller is already acting as shadow Fed chair
Get every episode summarized
Each time RenMac publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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