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RenMac Off-Script: Warsh Lets the Hawks Fly
RenMac breaks down new Fed Chair Kevin Warsh's first meeting — the most hawkish FOMC outcome on record by the move in the two-year yield — why fallin…
2 months, 1 week ago
RenMac Off-Script: Rocket Man
RenMac breaks down the SpaceX IPO frenzy, why history suggests caution around the most anticipated market debuts, and how stronger inflation and labo…
2 months, 2 weeks ago
RenMac Off-Script: Small Ball
RenMac small cap strategist Kevin Dempter joins Off-Script to discuss what's driving small cap outperformance since Liberation Day and whether the ru…
2 months, 3 weeks ago
RenMac Off-Script: Shoot ‘em in the Back
RenMac discusses the equity markets at all-time highs as signs of late-cycle stress accumulate beneath the surface and capital chases the parabola in…
2 months, 4 weeks ago
RenMac Off-Script: Seeking Crypto Clarity
Zach Pandl, Head of Research at digital asset manager Grayscale Investments, joins the RenMac Off-Script team to discuss the Clarity Act's path throu…
3 months ago
RenMac Off-Script: Around the World with Ozan
RenMac welcomes Deutsche Bank Vice Chair of Global Macro Ozan Tarman for a deep dive on rising yields, “warflation,” and whether the bond vigilantes …
3 months, 1 week ago
RenMac Off-Script: Fine… For Now
RenMac breaks down a labor market that remains stable but uneven, with AI and data center investment continuing to drive hiring, manufacturing, and m…
3 months, 2 weeks ago
RenMac Off-Script: RenMac’s Breadth Problem
RenMac breaks down a powerful market rally masking weak breadth and narrow leadership concentrated in AI, semis, and energy. The team explores a soft…
3 months, 3 weeks ago
RenMac Off-Script: Burden Is On The Bears
RenMac unpacks rising risks in the $2.1T private credit market, where opacity, refinancing pressure, and potential redemption “gates” could tighten f…
4 months ago
RenMac Off-Script: Can't Spell Allbirds w/o AI
RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. …
4 months, 1 week ago