RenMac

By Jeff deGraaf, Neil Dutta, & Stephen PavlickBusiness Investing

Favorites
34
Followers
Typical duration
46 min
per episode

Based on Podcast App listening data

RenMac episodes

January 15, 2021 RenMac Off-Script: Expectations Collide with Reality
In 15m RenMac discusses the Biden’s stimulus plan, the expectations of policy and the likelihood of something less, Powell green lights assets inflation, and the importance of contrarian thinking around words and rhetoric versus facts.
15 min
January 08, 2021 RenMac Off-Script: Better Economy But Stimulus Won’t Stop
RenMac sorts through the news of the week. December jobs report was soft but with stronger details. Additional fiscal stimulus is on the way as GA goes blue. This is going to find its way into asset prices.
16 min
December 18, 2020 RenMac Off-Script: Fed Passive Easing, Uncle Sam Active Easing
RenMac handicaps political winners/losers of stimulus, the great inflation debate, deGraaf’s “Perpetuity Effect”, what Fed’s comments mean for asset prices and Neil’s definition of a “Powder Day”.
15 min
December 11, 2020 RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following
US equities are in an unambiguous uptrend. The energy sector is breaking out after a long funk, but we’re skeptical this means anything for price inflation just yet. Plus the latest on fiscal negotiations in DC: both sides are likely to drop their must haves for a slimmed down relief bill before year end.
16 min
December 04, 2020 RenMac Off-Script: The Bright Light at End of the Tunnel
RenMac plays “Pardon Bingo”, latest on stimulus package, excessive sentiment readings in equity markets, economic bears are policy advocates, it remains about credit not COVID.
17 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.