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RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer .......... This Podcast Audio Show has been prepared by Renaissance Macro Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC. This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in this document. The information is not intended to be a complete statement or summary of the markets, economy or other developments referred to in the Podcast Audio Show. Any opinions expressed in this Podcast Audio Show may change without notice. Any statements co

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Episodes

318 episodes

  1. RenMac Off-Script: Mag Seven, Meet the Other 493 48:40
  2. RenMac Off-Script: Shoot First, Buy Later 47:01
  3. RenMac Off-Script: Higher for Longer, Wronger for Longer? 40:51
  4. RenMac Off-Script: AI's Reality Check* 1:01:07
  5. RenMac Off-Script: Beneath the Bull 37:52
  6. RenMac Off-Script: Hawk and Awe 42:42
  7. RenMac Off-Script: There Is An Alternative 37:03
  8. RenMac Off-Script: The Great Separation 42:33
  9. RenMac Off-Script: Hormuz, Hyperscalers & the Market* 49:23
  10. RenMac Off-Script: Fed Swallows Whistle 51:28
  11. RenMac Off-Script: Breaking Glass 49:36
  12. RenMac Off-Script: Total Eclipse of the Hike 45:41
  13. RenMac Off-Script: Forecasts > Feelings* 1:01:54
  14. RenMac Off-Script: Warsh Case Scenario 41:26
  15. RenMac Off-Script: The First Crack 45:46
  16. RenMac Off-Script: Memorandum of Misunderstanding 40:39
  17. RenMac Off-Script: Redistributing the Oxygen* 57:45
  18. RenMac Off-Script: State of the Fed Disunion 38:58
  19. RenMac Off-Script: Flying Blind 37:48
  20. RenMac Off-Script: Warsh Lets the Hawks Fly 36:53
  21. RenMac Off-Script: Rocket Man 49:04
  22. RenMac Off-Script: Small Ball 32:21
  23. RenMac Off-Script: Shoot ‘em in the Back 40:42
  24. RenMac Off-Script: Seeking Crypto Clarity 50:33
  25. RenMac Off-Script: Around the World with Ozan 50:17
  26. RenMac Off-Script: Fine… For Now 34:11
  27. RenMac Off-Script: RenMac’s Breadth Problem 40:35
  28. RenMac Off-Script: Burden Is On The Bears 41:19
  29. RenMac Off-Script: Can't Spell Allbirds w/o AI 42:05
  30. RenMac Off-Script: Clarida Gives RenMac Clarity 1:02:23
  31. RenMac Off-Script: Good Friday & Dark Crosses 38:56
  32. RenMac Off-Script: Strait Talk* 49:44
  33. RenMac Off-Script: Fear Factor(s) 41:39
  34. RenMac Off-Script: Escort No Shows & Stripper Wells* 1:04:57
  35. RenMac Off-Script: Crude Awakening 38:58
  36. RenMac Off-Script: Is The Bull Case &@#% !? 44:09
  37. RenMac Off-Script: Credit Concerns 42:42
  38. RenMac Off-Script: AI Bifurcation 32:22
  39. RenMac Off-Script: Big Tech Faces Capex Conundrum 56:28
  40. RenMac Off-Script: Warsh Your Hands 49:06
  41. RenMac Off-Script: Mysterious Market Reactions 42:06
  42. RenMac Off-Script: Live From The Edge 51:01
  43. RenMac Off-Script: Big Oil: Pump for Trump 49:37
  44. RenMac Off-Script: Inflation Hits the Slopes 34:58
  45. RenMac Off-Script: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + What’s on Tap For ‘26 39:38
  46. RenMac Off-Script: Data Gone Wiles 48:46
  47. RenMac Off-Script: Fed Forecast Folly* 54:00
  48. RenMac Off-Script: Why The Maestro Matters 44:05
  49. RenMac Off-Script: Stewie Can't Be Fed Chair 42:05
  50. RenMac Off-Script: Tequila Soaked Nights 39:26