Podcast Episodes
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RenMac Off-Script: Payrolls Eclipse the Bears
RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how it might send neutral rates higher, why No Labels e…
2 years, 4 months ago
RenMac Off-Script Podcast: Powell Told Us What He Told Us
RenMac discusses Fed Governor Waller’s comments, context, and contrast with Powell; reconciling GDI and GDP; Biden’s bump in the Bloomberg battlegrou…
2 years, 5 months ago
RenMac Off-Script Podcast: Political & Productivity Paradox
RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving Biden’s EV policies, why the six months of progress o…
2 years, 5 months ago
RenMac Legends: A Conversation with Ethan Harris
For nearly three decades, Ethan Harris was a fixture on Wall Street. After a stint at the New York Fed, Ethan went to Lehman Brothers where he served…
2 years, 5 months ago
RenMac Off-Script Podcast: TikTok Trade
Neil and Steve welcome Kevin to the podcast to discuss Senate Majority Leader Chuck Schumer’s desire to replace Israeli Prime Minister Benjamin Netan…
2 years, 5 months ago
RenMac Off-Script: Bullish Zone
RenMac discusses how the payroll print is bullish for the soft-landing camp, why you should keep watching the unemployment number, how both parties s…
2 years, 5 months ago
RenMac Off-Script: Momentum Vs. Beta
RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesn’t linearly map to inflation, how …
2 years, 5 months ago
RenMac Off-Script: Fiscal and Fed Fiasco
Howard joins Jeff and Steve to discuss the depressing U.S. debt outlook from the CBO, how the transformation of Japan’s economy is impacting global m…
2 years, 6 months ago
RenMac Off-Script: No-mentum
RenMac discusses the volatility around the recent economic data, moderating inflation expectations, the correlation between air freight and industria…
2 years, 6 months ago
RenMac Off-Script: How Much Did Hur Hurt Biden?
RenMac discusses the good, bad, and ugly for Biden in the Special Counsel report, Neil’s affinity for pop culture, how stronger productivity may be k…
2 years, 6 months ago