RenMac Off-Script: Shutdown Shenanigans

In this episode of RenMac Offscript, Steve Duttenhofer, Jeff DeGraff, Neil Dutta, and Steve Pavley engage in a free-flowing conversation about markets, economics, policy, and more. Neil and Steve share insights from their travels to London and Chicago, respectively, discussing client concerns and observations on trade, tariffs, and industrial policy. The team analyzes market sentiment using put call data, identifies potential yellow flags in specific sectors, and discusses investment strategies in the current environment. They also delve into the government shutdown, its potential economic impact, and the differing perspectives on its resolution. Finally, they answer a listener question about the healthcare sector and preview key events and data to watch in the coming week, including Supreme Court cases and consumer sentiment data.