Podcast Episodes
Back to Search
RenMac Off-Script: The Fed Needs To Get On With It
RenMac discusses whether global election trends will impact the U.S., the significantly different U.S. presidential election forecasts between 538 an…
2 years, 2 months ago
RenMac Off-Script: The Big Bull In Little China
RenMac discusses the latest payroll print, the political impact of the Trump conviction one week later, the impact of lower yields, the global streng…
2 years, 2 months ago
RenMac Off-Script: Conviction Conundrum
RenMac discusses the political impact of the Trump conviction, how growth isn’t getting away from the Fed, sentiment and the post momentum hang-over …
2 years, 3 months ago
RenMac Off-Script: Nvidia’s Scary Shadow Over S&P
RenMac discusses why the Nvidia phenomenon may have overshadowed some broader concerns, why the bond market was down on the PMI print, why the consen…
2 years, 3 months ago
RenMac Off-Script: Debate Bait
RenMac discusses how Biden agreed to debate on his terms, the encouraging inflation print, how much of Biden’s billions have been spent and what Trum…
2 years, 3 months ago
RenMac Off-Script Podcast: Consumer Conundrums
RenMac discusses how the FDIC fallout may play out next week, the improvement in small banks, the consumer credit conundrum, the short rate risk/rewa…
2 years, 3 months ago
RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed
RenMac discusses the economic data dump this week, why the realized inflation data will be important, Powell’s case for weaker inflation, why the vot…
2 years, 3 months ago
RenMac Off-Script: Closer To The End?
RenMac discusses the low GDP and high inflation reports, how volatile trade figures may have skewed the data to the downside, why the consensus is pr…
2 years, 4 months ago
RenMac Off-Script: 3 Pillars of a Low
Jeff goes solo off-script to talk about the recent equity weakness, the things he looks for to call a tactical bottom and where we stand currently.
2 years, 4 months ago
RenMac Off-Script: Cuts Delayed Not Derailed
RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed …
2 years, 4 months ago