Podcast Episodes
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RenMac Off-Script: Tequila Soaked Nights
RenMac breaks down the market’s ugliest day since 2018 as deGraaf explains the rare “outside reversal” and what oversold signals in Bitcoin, NDX, and…
9 months, 1 week ago
RenMac Off-Script: Trad(ing) Tensions
RenMac welcomes trade expert Kelly Ann Shaw to unpack a whirlwind week of global trade deals and she explains how the White House is using tariff rec…
9 months, 2 weeks ago
RenMac Off-Script: A Probabilities Business
RenMac discusses rising layoff signals and a Fed seemingly blind to softening labor data, Trump’s tariff maneuvering and how SCOTUS and Congress may …
9 months, 3 weeks ago
RenMac Off-Script: Enough Bad to Be Good
RenMac welcomes CNBC’s Mike Santoli to unpack the market’s bullish resilience amid growing macro cracks. The team debates Powell’s “hawkish cut” and …
9 months, 4 weeks ago
RenMac Off-Script: Bubble Bandwagons
RenMac breaks down a cooler-than-expected CPI print that cements the case for further Fed cuts and tempers tariff-fueled inflation fears. Neil dissec…
10 months ago
RenMac Off-Script: Shooting The Hostages
RenMac unpacks rising credit concerns as regional bankswobble and private equity stress builds, contrasting credit risk with last year’s duration sca…
10 months, 1 week ago
RenMac Legends Podcast with Michelle Meyer
Neil Dutta recently caught up with Michelle Meyer, Chief Economist at the MasterCard Economics Institute. From her perch at MasterCard, Michelle has …
10 months, 1 week ago
RenMac Off-Script: The Golden Age
RenMac debates whether the Fed’s planned cuts can offset aslowing labor market and rising unemployment, as markets bet liquidity will keep equities b…
10 months, 2 weeks ago
RenMac Off-Script: Shutdown Shenanigans
RenMac recaps client takeaways from London and Chicago,weighs the rising odds of a prolonged shutdown with Trump threatening permanent layoffs, and b…
10 months, 3 weeks ago
RenMac Off-Script: Productivity Push or Problem
RenMac welcomes guest Sam Ro as the team unpacks Feddynamics as Trump appointees push aggressive cuts, rising odds of a government shutdown with thre…
11 months ago