Podcast Episodes
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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 potenti…
1 year, 8 months ago
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 powe…
1 year, 8 months ago
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 prec…
1 year, 8 months ago
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 …
1 year, 9 months ago
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 Trea…
1 year, 9 months ago
RenMac Off-Script: The Treasury Apprentice
RenMac discusses:
Latest developments with Trump appointmentsThe horserace for Treasury secretaryOngoing weakness in labor demandLow bulls in Treasuri…
1 year, 9 months ago
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, Bitc…
1 year, 9 months ago
RenMac Off-Script: The Great Growth Re-Rate
Jeff, Neil, and Steve discuss:
Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of uni…
1 year, 9 months ago
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…
1 year, 9 months ago
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, …
1 year, 10 months ago