RenMac

By Jeff deGraaf, Neil Dutta, & Stephen PavlickBusiness Investing

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RenMac episodes

November 26, 2024 RenMac Legends: A Conversation with Scott Bessent - (originally produced Feb 2021)
In early 2021, I had the opportunity to catch up with a good friend of mine through the years, Scott Bessent. Given Scott's new role as incoming Treasury Secretary under President elect Trump, I thought it might be helpful to understand how Scott thinks about and sees the world. Here's our conversation from 2021.
43 min
November 22, 2024RenMac Off-Script: The Treasury Apprentice
RenMac discusses:
Latest developments with Trump appointments
The horserace for Treasury secretary
Ongoing weakness in labor demand
Low bulls in Treasuries are bullish
Impact of political appointments on specific sectors
20 min
November 15, 2024 RenMac Off-Script: Solid but Cooling
RenMac discusses latest inflation data and the impact on the Fed, what labor market’s are telling us about trajectory, Latest Trump nominations, Bitcoin Breakout, Bullish cyclical call stands in stark contrast to weak semiconductors.
32 min
November 08, 2024RenMac Off-Script: The Great Growth Re-Rate
Jeff, Neil, and Steve discuss:
Expectations between now and election
Accuracy of betting markets in defense of price discovery
The big losers
Path of unified government
Inflation expectations
Cyclical trade and market’s message
Labor market conditions
Powell’s future
Importance of personnel to discern direction forward
26 min
November 01, 2024 RenMac Off-Script: October Surprise
RenMac talks about the payroll surprise, the importance of NC and PA to Trump and Harris, elevated equity volatility and quiescent credit spreads and the Fed’s path into year’s end
31 min
October 25, 2024 RenMac Off-Script: Is Kamala Under-Valued?
RenMac discusses the process of price discovery in the political prediction markets, the current state of the horserace, the outlook for employment, why Kevin Warsh is off-base in his criticism of the Fed’s September decision, and market seasonality.
26 min
October 18, 2024 RenMac Off-Script: Banker in Training
RenMac discusses this week’s data, the prospects of a shadow Fed Chair, the latest polls and candidates’ performance, China and how the overbought condition in yields tilts us toward cyclicality.
26 min
October 11, 2024RenMac Off-Script: Trump Bump
RenMac discusses:
The latest shift in polls in the continued razor-thin election.
The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.
The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.
The bullish spread between equity volatility (VIX) and corporate credit
Bitcoin Commercial Hedger positioning.
28 min
October 04, 2024 RenMac Off-Script: A Jobs Jolt
RenMac discusses the latest payroll surprise, the impact Helene is having on polling, China’s historic market strength, the improvement of cyclicals vs defensives, political October surprises and the upcoming inflation data.
27 min
September 27, 2024 RenMac Off-Script: China Turns
Neil cameos from Oktoberfest while Steve and Jeff discuss the equity strength in China, Kamala’s border visit, the empty promises made by both camps prior to elections and the marginal improvement in bitcoin.
20 min

About RenMac

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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.