Podcast Episodes
Back to Search
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 co…
1 year, 10 months ago
RenMac 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…
1 year, 10 months ago
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 …
1 year, 10 months ago
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 …
1 year, 11 months ago
RenMac Off-Script: Sticking the Landing
RenMac discusses the expected 50bps rate cut, implications for future cuts, the trajectory of the data going forward, the market impact and the lates…
1 year, 11 months ago
RenMac Off-Script: Trump Takes De Bait
RenMac discusses why 50bps makes the most sense, the impact the debate is likely to have on the election, the changes in capital requirements at bank…
1 year, 11 months ago
RenMac Off-Script: Payrolls Pin 50
RenMac discusses the weak August employment report, why the next decision really is less about consensus and more about what Powell thinks, a preview…
1 year, 11 months ago
RenMac Off-Script: Game Day Walk Thru
With Neil and Steve on the beach, Jeff and Kevin walk through the market’s message, where the strength and weakness are building and fading, and what…
2 years ago
RenMac Off-Script: Revisionist History
The RenMac Team discusses the DNC and latest in the general election campaign, the folly of price controls, the sharp downward revision to payroll em…
2 years ago
RenMac Off-Script Podcast: Markets vs Media: Which One is Gaslighting?
RenMac discusses the current sensitive state of markets and the possible impacts of the upcoming decision on rate cuts, Kamala’s potential economic p…
2 years ago