Jeff deGraaf: The Market That Continues To Defy Gravity

In this episode of On The Tape, Danny Moses interviews Jeff deGraaf, founder and chairman of Renaissance Macro Research (RenMac), discussing current market trends, the financial sector, and economic indicators. Jeff shares insights on his team, including Neil Dutta, Steve Pavlik, and Howard Mason, and their roles in macro research, policy analysis, and covering the financial system. The conversation covers the state of banks and credit, potential risks in private equity, and the behavior of gold markets, including a discussion of bubbles and risk management. They also compare the current market environment to previous eras, touching on the Fed's actions and their potential impact, and explore opportunities and vulnerabilities in sectors like small caps, healthcare, and discretionary spending. The episode concludes with Jeff's contact information for those interested in RenMac's research. Danny also provides his NFL week eight picks.