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RenMac RenMac Jeff deGraaf, Neil Dutta, & Stephen Pavlick SOS Party Podcast SOS Party Podcast SK digitalraman L'angle éco de François Lenglet L'angle éco de François Lenglet RTL Good Morning Business Good Morning Business BFM Business Bloomberg News Now Bloomberg News Now Samejo L'édito éco L'édito éco France Inter Good Morning Mercati Good Morning Mercati Michele Seghizzi Vorsprung im Marketing mit Verkaufspsychologie  - TOP Kunden gewinnen - nicht mehr vergleichbar sein Vorsprung im Marketing mit Verkaufspsychologie - TOP Kunden gewinnen - nicht mehr vergleichbar sein Verkaufspsychologe Matthias Niggehoff - Dr. René Delpy Vacation Rental Revolution Podcast: Building Lifestyle & Financial Freedom With Short-Term Rentals Vacation Rental Revolution Podcast: Building Lifestyle & Financial Freedom With Short-Term Rentals Shawn Moore Stripping Off with Matt Haycox Stripping Off with Matt Haycox Matt Haycox tech 45' tech 45' Sébastien Couasnon Market Updates Market Updates Marcus Today The Adventure Paradox The Adventure Paradox Cat Caldwell Myers No Bollocks with Matt Haycox No Bollocks with Matt Haycox Matt Haycox You, me & the UPC You, me & the UPC Bristows LLP Property Developer Show - The Podcast Property Developer Show - The Podcast Property Developer Show No Trade Secrets No Trade Secrets Jarome McKenzie TraDetector Cafè - Educazione Finanziaria TraDetector Cafè - Educazione Finanziaria TraDetector Media Bitcoin Liberty Live Bitcoin Liberty Live Fritz La Chronique Bourse La Chronique Bourse Anthony Bondain Caffe 2.0 Caffe 2.0 Valentino Spataro L’édito de l'économie L’édito de l'économie Radio classique Les voix de l’économie Les voix de l’économie Radio classique Der Sinn der Übung Der Sinn der Übung Berliner Turn- und Freizeitsport-Bund Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony Best of LinkedIn: Strategic B2B Marketing Best of LinkedIn: Strategic B2B Marketing Thomas Allgeyer, Frenus GmbH Camaradas Investidores Camaradas Investidores Borja on Stocks Moving Markets Moving Markets Julius Baer Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! Parole de patrons Parole de patrons BFM Business Leading and Learning Through Safety Leading and Learning Through Safety Dr. Mark A French Book Marketing Tips and Author Success Podcast Book Marketing Tips and Author Success Podcast Author Marketing Experts The Jordan Harbinger Show The Jordan Harbinger Show Jordan Harbinger The James Altucher Show The James Altucher Show James Altucher Financially Confident Christian Financially Confident Christian Ralph V. Estep, Jr. Wholesaling Inc with Brent Daniels Wholesaling Inc with Brent Daniels Find distressed properties for pennies on the dollar and turn them for huge profits! The Startup CPG Podcast The Startup CPG Podcast Startup CPG
RenMac

Business

RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac Off-Script: State of the Fed Disunion

July 02, 2026 2:54pm 38 min

RenMac is joined by banking and payments veteran Howard Mason and digs into a soft payroll report, Chair Warsh's price-stability regime shift, and firming real rates. The team questions how the Fed actually delivers on p...

RenMac Off-Script: Flying Blind

June 25, 2026 11:05pm 37 min

RenMac breaks down a hawkish shift from the Fed and why higher real yields are reshaping market leadership beneath the surface. The team discusses Treasury Secretary Scott Bessent's economic agenda, the rotation away fro...

RenMac Off-Script: Warsh Lets the Hawks Fly

June 19, 2026 10:54am 36 min

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 falling oil won't pull the Fed off its tightening bias, and how rate hikes ar...

RenMac Off-Script: Rocket Man

June 12, 2026 11:10am 49 min

RenMac breaks down the SpaceX IPO frenzy, why history suggests caution around the most anticipated market debuts, and how stronger inflation and labor data are shifting the Fed conversation toward a more hawkish stance. ...

RenMac Off-Script: Small Ball

June 05, 2026 11:02am 32 min

RenMac small cap strategist Kevin Dempter joins Off-Script to discuss what's driving small cap outperformance since Liberation Day and whether the run has room to go. The team digs into the technical setup in regionals a...

RenMac Off-Script: Shoot ‘em in the Back

May 29, 2026 11:00am 40 min

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 tech. The team breaks down the historic tech-vs-healthcare disparity i...

RenMac Off-Script: Seeking Crypto Clarity

May 22, 2026 11:42am 50 min

Zach Pandl, Head of Research at digital asset manager Grayscale Investments, joins the RenMac Off-Script team to discuss the Clarity Act's path through Congress and how stablecoins are challenging banks' monopoly on digi...

RenMac Off-Script: Around the World with Ozan

May 15, 2026 11:25am 50 min

RenMac welcomes Deutsche Bank Vice Chair of Global Macro Ozan Tarman for a deep dive on rising yields, “warflation,” and whether the bond vigilantes are back. The team debates whether the move above 4.50% in the 10-year ...

RenMac Off-Script: Fine… For Now

May 08, 2026 11:18am 34 min

RenMac breaks down a labor market that remains stable but uneven, with AI and data center investment continuing to drive hiring, manufacturing, and market leadership while housing, services, and consumer-sensitive sector...

RenMac Off-Script: RenMac’s Breadth Problem

May 01, 2026 11:21am 40 min

RenMac breaks down a powerful market rally masking weak breadth and narrow leadership concentrated in AI, semis, and energy. The team explores a soft underlying growth backdrop, slowing wage gains alongside rising prices...

RenMac Off-Script: Burden Is On The Bears

April 24, 2026 11:22am 41 min

RenMac unpacks rising risks in the $2.1T private credit market, where opacity, refinancing pressure, and potential redemption “gates” could tighten financial conditions beneath the surface. The team discusses a speculati...

RenMac Off-Script: Can't Spell Allbirds w/o AI

April 17, 2026 9:00am 42 min

RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. The team debates AI-driven speculative behavior, a fragile consumer dis...

RenMac Off-Script: Clarida Gives RenMac Clarity

April 10, 2026 1:49pm 1:02

Former Fed Vice Chair Rich Clarida joins the RenMac Off-Script team to discuss the evolving Fed reaction function amid a potential transition to a Warsh-led regime and why markets are struggling to price policy. The team...

RenMac Off-Script: Good Friday & Dark Crosses

April 03, 2026 11:07am 38 min

RenMac breaks down a noisy March payrolls report that’s sending the wrong signal to the Fed, why markets may be misreading a slowing nominal economy, and how rising real rates—not inflation fears—are driving the recent r...

RenMac Off-Script: Strait Talk*

March 27, 2026 9:00am 49 min

Former U.S. National Security official Michael Allen joins the RenMac Off-Script team to discuss escalating tensions in the Strait of Hormuz and why reestablishing control is critical to global energy markets and U.S. st...

RenMac Off-Script: Fear Factor(s)

March 20, 2026 9:16am 41 min

RenMac breaks down how quadruple witching and gamma dynamics could amplify near-term volatility as markets reprice a fragile macro environment. The team unpacks an oil-driven supply shock colliding with sticky inflation ...

RenMac Off-Script: Escort No Shows & Stripper Wells*

March 12, 2026 12:49pm 1:04

Commodity Context founder Rory Johnston joins the RenMac Off-Script team to discuss escalating attacks in the Strait of Hormuz and why a prolonged disruption could remove up to 20% of global oil supply and push oil to $2...

RenMac Off-Script: Crude Awakening

March 06, 2026 10:50am 38 min

RenMac breaks down how the Iran conflict and rising oil prices are colliding with an already softening labor market and late-cycle market dynamics. The team discusses the “Hamilton Trigger” for energy, February’s weak jo...

RenMac Off-Script: Is The Bull Case &@#% !?

February 27, 2026 11:48am 44 min

RenMac breaks down why light tax refunds and narrow consumption growth are challenging the bullish economic narrative, even as AI capex continues to carry investment. The team explores falling Treasury yields despite “go...

RenMac Off-Script: Credit Concerns

February 20, 2026 3:55pm 42 min

RenMac breaks down a market that’s still trending higher but losing momentum, as 2-year yields flirt with cycle lows and leadership rotates between cyclicals and defensives. The team discusses why GDP and inflation print...

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