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PODCAST

RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer ..........This Podcast Audio Show has been prepared by Renaissance Macro Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC.This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to

business investing

All Episodes

17:42

RenMac Off-Script: Good Signs In Bad GDP Report

RenMac ·

2022/04/29

The RenMac team discusses the latest GDP report, healthy customer demand suggests rebound in Q2, equity market efficiency, strong compensation growth impacting next week’s Fed meeting, impact of Trump’s potential Twitter return, COVID’s impact on Biden Fed nominees, FANG oversold conditions, and the impact of a strengthening dollar.

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17:16

RenMac Off-Script: Popping Bullard’s Balloon

RenMac ·

2022/04/22

The RenMac team discusses Bullard’s balloon, Fed’s likely three 50 bps hike pace, recession probability declining in face of economic momentum, parallels to 94 and 04, gap downs more prevalent in downtrends, pickup in defensive areas, Schumer dashes marijuana enthusiasts Hight hopes, and Congress retuning to a crowded calendar.

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16:34

RenMac Off-Script: Mimosas and the Fed

RenMac ·

2022/04/08

The RenMac team discusses Brainard’s comments on reducing the balance sheet and the market’s reaction, next week’s inflation report and how the Fed will respond, reallocation towards healthcare away from tech, immigration debate holds up COVID relief, Rs feeling better about ’22 and ’24, will the growth last, and the corporate credit market is remaining accommodative.

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19:02

RenMac Off-Script: Donna Summer is Dancing

RenMac ·

2022/04/01

The RenMac team discusses the hot payroll number, climbing participation rate, Fed can go longer without breaking the economy, misunderstood inverted yield curve, 3 month and 30 year is a better signal, deterioration in late cycle sectors, peak inflation in next three months, Biden blurring the distinction between income and wealth.

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17:41

RenMac Off-Script: Inflation Domination

RenMac ·

2022/03/25

The RenMac Team discusses inflation historically being an energy problem, broadening inflation, Powell backing 50 bps hikes now, Biden’s economic assumptions in the budget request, Republicans registering voters at gas stations, COVID concerns subsiding, 20-day numbers looking good but not great, BB vs. BBB spreads narrowing, differentiation determining winners and losers.

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12:24

RenMac Off-Script: If Powell Was A Pilot

RenMac ·

2022/03/18

The RenMac team discuss the impact of Raskin’s withdrawal from the Fed, the dreaded death cross, staying out of the stew, trucker’s rise on Fed meeting, how the recession call is premature, and Powell’s challenges with landing the inflation plane.

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18:51

RenMac Off-Script: Inflation: The Russian Excuse

RenMac ·

2022/03/11

The RenMac team discusses the muted market reaction to sky high inflation, what the two and ten year yields are telling us, bond market history of fighting tightening, Biden blaming inflation on Russia, pre-pandemic conditions returning, bears still outnumbering bulls in terms of sentiment, noise around the trends, withdraw of liquidity impacting marginal assets, Powell on tap next week.

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11:26

RenMac Off-Script: Inflation Boom Persists

RenMac ·

2022/03/04

The RenMac team discusses the solid payroll numbers, confirmation that we’re in an inflationary boom, Biden’s failure to reset at the State of the Union, administration supporting polices that make inflation worse not better, and a lot of bearish sentiment but little momentum at the moment.

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17:32

RenMac Off-Script: Hiking Into a Boom

RenMac ·

2022/02/18

RenMac discusses the impact of the Fed hiking into a booming economy, the dwindling prospects of Raskin’s confirmation, peak inflation but shifting into services, geopolitical tensions and their impact on gold and energy, Iranian deal implications and the convenient political timing on mask removals before Biden’s State of the Union.

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18:59

RenMac Off-Script: Inflation Nation

RenMac ·

2022/02/11

RenMac team discusses opening Wordle words, NYC traffic, the broadening of inflation, permission for the Fed to go 50 bps in March, consumers resistance to higher prices, the counter-cyclical impact of short rates and oil, pandemic politics, and the unusual leadership of banks at this part in the cycle.

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21:12

RenMac Off-Script: Economy Is Learning To Live With...

RenMac ·

2022/02/04

The RenMac team discusses the big jobs surprise amid Omicron fears, economic momentum for more aggressive rate hikes, the impact of a 49-50 Senate for Ds without Lujan on Biden’s Fed nominees and legislative agenda, international bonds breaking out, potential for asset deflation as the Fed fights inflation, cracks in concept capital, why apathy is better than emotion when picking stocks.

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16:51

RenMac Off-Script: Returns Drive Flows

RenMac ·

2022/01/28

The RenMac team discusses what a potential Russian invasion could mean for energy markets and inflation, compensation growth exceeding productivity growth, how returns drive flows, and a desire for a steepening curve.

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18:08

RenMac Off-Script: “Minor Incursion” Has Major...

RenMac ·

2022/01/21

The RenMac team discusses Biden’s press conference and international ramifications, shifting sentiment with bears outweighing bulls, and the Fed’s proposed dot plot ahead of next week’s FOMC meeting, signs the pandemic might be ending, and what yields are saying.

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15:17

RenMac Off-Script: I’ve Had a Bad Days, but Not Like...

RenMac ·

2022/01/14

RenMac reviews the political costs of inflation, how the new Fed nominees could impact policy, the importance of quality as liquidity normalizes, signs of a policy mistake and the outlook for 2022 as we progress toward the election.

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18:20

RenMac Off-Script: Focus on the Fed

RenMac ·

2022/01/07

The RenMac team discusses the collapse of concept capital, the Fed’s March glidepath, whether the Fed is offsides, inflationary buildup in the labor market, how Biden’s expected nominees will lead to politicization of the Fed, and tilting towards value.

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17:31

RenMac Off-Script: That Damned Yield Curve

RenMac ·

2021/12/17

RenMac debates Build Back Better vs Build Back at All, Powell’s latest thoughts, vacancies at the Fed, implications of the yield curve and the continued and expected deterioration of “concept finance”

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15:06

RenMac Off-Script: Powell Needs a Big Stick

RenMac ·

2021/12/10

Neil crashes “Off-script” from Miami to discuss inflation, while Steve views it thru the lens of fiscal policy and 2022 elections. Jeff discusses his discomfort with the flattening yield curve, the importance of the Fed’s balance sheet, and the fading of “concept capital”.

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16:09

RenMac Off-Script: Data Won’t Dissuade Fed

RenMac ·

2021/12/03

RenMac discusses today’s weak jobs headline but strong details, the curve conundrum given inflation expectations, the breakout in housing, will Kamala or Pete be the heir apparent, the history of inflation and the Fed as well as next week’s inflation data.

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36:21

RenMac Legends: A Conversation with Moz Afzal

RenMac ·

2021/11/20

Moz Afzal is the CIO of EFG International in London. He is the lead manager of EFG's New Capital Strategic Portfolio and New Capital Tactical Opportunities Fund. He has been instrumental in building EFG's global footprint and shares with us how he has continued to manage money effectively while building a trusted team of analysts and PMs around him. Here is our conversation...

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18:31

RenMac Off-Script: Politicizing The Fed

RenMac ·

2021/11/19

The RenMac team discussed Neil’s London trip and how it is more open than NYC, strong economic indicators, the politics behind Biden’s Fed’s decision, the pressure to politicize the Fed like other institutions, a strong housing outlook moving forward, Neil’s upcoming, Cancun “work” trip, and debt limit drama returning in December.

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280 results

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