Podcast Episodes
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RenMac Off-Script Podcast: Claims, Cuts, and Complacency
RenMac discusses initial jobless claims, the baseline for rate cuts, and the growing risk of complacency from the Fed and market participants, Kamala…
2 years ago
RenMac Off-Script: Markets are Oversold, but is Kamala Overbought?
RenMac discusses Harris’s candidacy and her potential picks for Vice President, GDP, inflation data, and what they mean for the Fed’s upcoming rate c…
2 years, 1 month ago
RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden?
RenMac discusses the possibility and potential implications of Biden’s withdrawal from the presidential race, his likely replacement (will Democrats …
2 years, 1 month ago
RenMac Off-Script: Everyone Biden Time: Rate Cuts to Politics
RenMac discusses Biden’s struggles and how the Democrats will move forward, Trump’s potential picks for Vice President (is Nikki Haley his best optio…
2 years, 1 month ago
RenMac Legends: A Conversation on the Labor Market with Guy Berger
Guy Berger is someone I had the good fortune of overlapping with at Bank of America. Over the years, Guy has become my go-to resource for all questio…
2 years, 1 month ago
RenMac Legends: A Conversation with Walter Deemer
Bullish Sentiment Thru the Ages
Jeff deGraaf talks with Walt Deemer about the elevated bullish sentiment, stories from the nifty-fifty, differentiatin…
2 years, 1 month ago
RenMac Off-Script: Payrolls and Politics
RenMac discusses payrolls and what this means for the Fed in lieu of next week’s core inflation number, what the betting markets are telling us about…
2 years, 1 month ago
RenMac Off-Script: Debate & Switch?
RenMac discusses the options for Democrats to replace Biden following the debate, how the stock market has reacted to the presidential polls, why Nei…
2 years, 2 months ago
RenMac Off-Script: Biden's Burden
RenMac discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why thi…
2 years, 2 months ago