Podcast Episodes
Back to Search
RenMac Off-Script: 3Ss (Shutdown, Strike, and Student Loans)
The RenMac team discusses the odds and economic impact (or lack thereof) of a gov’t shutdown, why not all inflation data is created equal, whether sh…
2 years, 11 months ago
RenMac Off-Script: Fed Following Financial Flow
The RenMac team discusses recent polling around Biden’s age, Nikki Haley’s chances, the anecdotal wage stories, responding to capital conditions, wha…
2 years, 11 months ago
RenMac Off-Script: Data Deluge
Neil and Steve digest the economic data dump, why August may have been a peculiar month that understated jobs, why cyclicals are looking stronger, wh…
2 years, 11 months ago
RenMac Off-Script: Fireworks in Russia not the GOP Debate
RenMac discusses Trump’s GA mugshot strategy, Neil’s opinion on the Indian guy and gal in the Republican primary, why Bullard sounds like Neil on the…
3 years ago
RenMac Off-Script: Retail Robustness
RenMac discusses the breakout in 10-year yields, why Neil thinks the Fed is still offsides on growth, the political impact (or lack thereof) of the l…
3 years ago
RenMac Off-Script: Suckers for a Soft-Landing?
Neil and Steve discuss the Biden administration’s actions towards China, how the Fed might be getting sucked into the soft-landing story, and whether…
3 years ago
RenMac Off-Script: Still In The Woods
RenMac discusses why the latest payroll print will not provide comfort to the Fed, why employment is slowing as the economy is ramping up, why China …
3 years ago
RenMac Off-Script: Precision vs. Accuracy
RenMac discusses the bullish GDP data, receding recession risk, knowing what you don’t know, the low odds of pulling off two soft-landings, how relyi…
3 years, 1 month ago
RenMac Off-Script: Betting on Beta
RenMac discusses how to adjust the different economic outlook scenarios based on recent data, why a third-party candidate would pull more votes away …
3 years, 1 month ago
RenMac Off-Script: Lower Inflation = Less Fed Pressure
RenMac discusses how the latest inflation report will take pressure off the Fed and increases the odds of a soft landing, why bull steepening is more…
3 years, 1 month ago