Podcast Episodes
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RenMac Off-Script: The Great Unmasking
Renmac talks about the latest inflation data, the timing of the CDC’s decision, the oversold condition in technology, lending standards and the margi…
5 years, 3 months ago
RenMac Off-Script: Shock and Awe-ful
RenMac discusses the disappointing jobs number, the “disincentive to work” theory, the implications of FBs ongoing ban on Trump, the continued streng…
5 years, 3 months ago
RenMac Legends: A Conversation with Ned Davis
Ned Davis has been actively involved with the markets for 53-years, starting his eponymous firm NDR in 1980. Despite all the systems, technology and …
5 years, 3 months ago
RenMac Off-Script: What a Difference a Year Makes
RenMac talks about the challenges facing the Fed in the months ahead with robust wages, inflation and GDP, what is in the American Family Plan, the i…
5 years, 3 months ago
RenMac Off-Script: SPAC Attack, SEC is Circling
In 14m RenMac discusses DC Statehood, the SEC’s new found interest in SPACs, 96% of names above 200-day MA, the importance of discretionary names, ab…
5 years, 4 months ago
RenMac Legends: A Conversation with Richard Chilton
Richard Chilton is the founder, chairman, CEO and CIO of Chilton Investment Company. He's been on the vanguard of investment trends for over 40-years…
5 years, 4 months ago
RenMac Off-Script: Declining dollar and polling reliability
The RenMac team discusses the outlook for a weaker dollar, the admission of errors by pollsters, concerns about peak economic growth and what recent …
5 years, 4 months ago
RenMac Off-Script: People in Glass Houses
Neil’s recent vacation confirms his data, the challenges of awakening corporate culture, how specialty retail is confirming the housing cycle, and th…
5 years, 4 months ago
RenMac Legends: A Conversation with Cathie Wood (Part 2)
Cathie Wood has a meticulous and unique research process. In this 2 half of our conversation, we discuss how she procures ideas, determines when she'…
5 years, 4 months ago
RenMac Legends: A Conversation with Cathie Wood (Part 1)
Cathie Wood and the ARK Innovation fund have become poster children for this bull market. Cathie invests in disrupters and innovators, but those are …
5 years, 5 months ago