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RenMac Off-Script: The Press Fails to Press
RenMac discusses Biden’s 1st news conference as President, dispelling some of the myths surrounding the Fed, the normalization of economic surprises …
5 years, 5 months ago
RenMac Off-Script: Leading Indicators are Misleading
RenMac discusses the uselessness of the Index of Leading Economic Indicators, what indicators are useful for forward returns in the S&P 500, the Bide…
5 years, 5 months ago
RenMac Legends: A Conversation With Tom Gallagher
Tom Gallagher was a Washington Policy Legend on Wall Street for decades. We first crossed paths at Lehman Brothers in the late 1990s and then I had t…
5 years, 5 months ago
RenMac Off-Script: Springing Ahead One Hour and Then Some
RenMac looks at the latest inflation data and market implications, the wish lists in the stimulus bill, importance of 52-week highs in equities and J…
5 years, 5 months ago
RenMac Off-Script: Payrolls Take the Reopening Lead
RenMac discusses the strong jobs data, stimulus flirting with the upper end of the range, rates and the duration trade, where we are in the economic …
5 years, 5 months ago
RenMac Legends: Anatomy of the South Sea Bubble with Prof. Odlyzko
300 years ago in London, the South Sea Bubble was deflating. It created vast fortunes for a few like Thomas Guy who used it to establish the eponymou…
5 years, 6 months ago
RenMac Off-Script: Treasury Curve’s Bellyache
RenMac discusses the move in the Treasury markets, the quiescent response in Corporate credits, who is Elizabeth MacDonough and how might she be assi…
5 years, 6 months ago
RenMac Off-Script: Will Data Dog Democrats?
RenMac debates the overwhelmingly strong economic data, the vaccination of the most vulnerable, how it impacts the COVID relief, how and where yields…
5 years, 6 months ago
RenMac Legends: A Conversation with Scott Bessent
Scott worked with some of Wall Street's most prominent investors before starting Key Square in 2016, the largest hedge fund launch of that year. His …
5 years, 6 months ago
RenMac Off-Script: Inflation: Perception vs Reality
RenMac discusses the outlook for inflation, the current extreme positioning in the bond market, Biden’s 180 on semiconductors’ strategic importance, …
5 years, 6 months ago