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The Fully Invested Bear

The Fully Invested Bear

Global Macro Update · Mauldin Economics

December 11, 202547m 22s

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Show Notes

This is one of my favorite interviews of 2025. Jeff deGraaf, founder of Renaissance Macro Research, built his career translating technical analysis into actionable investment strategies for institutional clients. Hear about his market cycle clock—and why inflation matters more to stocks than GDP growth does.