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RenMac Off-Script: Shutdown Surprise
RenMac discusses the Fed Chair race and Trump’s strategy, NVDA-led chip diplomacy with China and crypto legislation, markets ignoring rising shutdown…
1 year, 1 month ago
RenMac Off-Script: Tariff Tangle Reignited
RenMac’s crew dives into recent tariff announcements, the unpriced probability of a U.S. Govt shutdown in October, Momentum vs Beta, Fed’s stance on …
1 year, 1 month ago
RenMac Off-Script: Payrolls, PMIs & Poolside Predictions
RenMac dives into the July 4th weekend with a fresh look at the payroll surprise, Fed expectations, the global PMI paradox, and whether the market ca…
1 year, 1 month ago
RenMac Off-Script: The Apprentice: Fed Edition
RenMac discusses the case to be made for the next Fed chair, the latest on crude oil, the Middle East, July’s seasonal strength, the perceived discon…
1 year, 2 months ago
RenMac Off-Script: Is Tehran About to Eat a TACO?
RenMac walks through this week’s Fed decision, Iran’s exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbough…
1 year, 2 months ago
RenMac Off-Script: TDS Gives Way to IDF
RenMac Discusses TDS (Tariff Derangement Syndrome) giving way to IDF (Israeli Defense Forces), message out of real-rates, the employment picture, tra…
1 year, 2 months ago
RenMac Off-Script: Caught in a Bad Bromance
RenMac discusses the latest payroll print and why the Fed may use it to stay on the sidelines, the improvement in small-cap performance, the call bet…
1 year, 2 months ago
RenMac Off-Script: TACO: Tariffs Are Constitutional or Not
RenMac discuss the latest developments on the tariff front, the administration’s multiple avenues to pursue their trade agenda, the slowing in the la…
1 year, 2 months ago
RenMac Off-Script Podcast: More to Rates than U.S. Fiscal
RenMac talks government bonds, the divergence in the $ and rates, the global repudiation of government debt, and the implications, Bitcoin’s new high…
1 year, 3 months ago
RenMac Off-Script Podcast: GOP Bond Boo-Boo?
RenMac double-clicks on bond market’s message, GOP reconciliation, deGraaf’s Thrust and implications, Gold’s seasonality, energy implications and Kni…
1 year, 3 months ago