RenMac

By Jeff deGraaf, Neil Dutta, & Stephen PavlickBusiness Investing

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Typical duration
48 min
per episode

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RenMac episodes

January 31, 2025 RenMac Off-Script: Tick-Tock Tariffs
RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon’s paradox, DeepSeek’s potential genome-sequencing moment for AI, handicapping this week’s confirmations, Fed’s outlook on inflation, the ongoing challenges in semiconductors, and RenMac’s mail-bag.
36 min
January 24, 2025 RenMac Off-Script: Inaugural Excoriation
RenMac discusses the busy week in Washinton, a reminder that the cameras are always on, the importance of oil to growth and inflation, executive order perspective, new highs in SPX and STOXX 600, market internals and the importance of 10yr yields.
32 min
January 16, 2025 RenMac Off-Script: Inflation Sensation
RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials and why value should continue to work in Q1, and a quick recap of Trump’s cabinet picks that are testifying on the Hill.
22 min
January 10, 2025 RenMac Off-Script: Yields Take Their Toll
RenMac discusses why the latest jobs number validates the Fed’s recent pivot and why this risks a passive policy tightening, the impact of higher yields on stocks, and President-Elect Trump’s views on territorial control over Greenland.
18 min
January 03, 2025 RenMac Off-Script: Uninspiring-ISMs
Jeff, Neil and Steve discuss the latest data from ISM, Johnson’s speakership, the dollar, yields, executive actions and the momentum factor in 2024 and implications for 2025.
28 min
December 27, 2024 RenMac Off-Script: Trump Bump or Slump
RenMac discusses Speaker Johnson's future, the contrast in conference board confidence now versus 2016, lingering continuing clams data, the bounce in equities, the opportunities in Hong Kong and China and next week's data.
24 min
December 20, 2024 RenMac Off-Script: Jay Sees Ghost of Christmas Past
RenMac discusses Musk’s government shutdown, the politics behind Powell’s statement, Beta’s vulnerability, the decaying wall-of-worry and the potential for a currency crisis.
26 min
December 13, 2024 RenMac Off-Script: Bond Bull in a China Shop?
RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what’s behind Trump’s inauguration invite of Xi’s and Chinese equities.
25 min
December 06, 2024 RenMac Off-Script: Pardon the Payrolls
RenMac discusses the latest payroll data, bubbling animal spirits and sentiment, an update to our market cycle clock and pardon implications and precedents.
25 min
November 29, 2024 RenMac Off-Script: Overconfident?
RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump’s initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.
27 min

About RenMac

From the publisher's feed

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 contained in this Podcast Audio Show attributed to a third party represent RenMac's interpretation of the data, information and/or opinions provided by that third party either publicly or through a subscription service, and such use and interpretation have not been reviewed by the third party.

Nothing in this Podcast Audio Show constitutes a representation that any investment strategy or recommendation is suitable or appropriate to an investor’s individual circumstances or otherwise constitutes a personal recommendation. Investments involve risks, and investors should exercise prudence and their own judgment in making their investment decisions. The value of any investment may decline due to factors affecting the securities markets generally or particular industries. Past performance is not indicative of future results. Neither RenMac nor any of its directors, employees or agents accepts any liability for any loss (including investment loss) or damage arising out of the use of all or any of the information.

Any information stated in this Podcast Audio Show is for information purposes only and does not represent valuations for individual securities or other financial instruments. Different assumptions by RenMac or any other source may yield substantially different results. The analysis contained in this document is based on numerous assumptions and are not all inclusive.

Copyright © Renaissance Macro Research, LLC. 2019. All rights reserved. All material presented in this Podcast Audio Show, unless specifically indicated otherwise, is under copyright to Renaissance Macro Research, LLC. None of the material, nor its content, nor any copy of it, may be altered in any way, or transmitted to or distributed to any other party, without the prior express written permission of Renaissance Marco Research, LLC.