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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

14:17

RenMac Off-Script: Powell Will Need a Stiff Spine

RenMac ·

2021/11/12

Renmac discusses inflation, the broadening of the data, the impact on the electorate and messaging out of Washington, the improvement in gold and the relative strength of cyclicals versus weakness in defensive names.

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17:57

RenMac Off-Script: Economy and Markets Melt Up In Q4

RenMac ·

2021/11/05

RenMac discusses the acceleration in the labor market, Powell’s dovish press conference just before he was spotted at the White House, the breakout in small cap stocks and the re-opening trade, and what the strong GOP performance in this week’s elections (NJ/VA) mean for current fiscal negotiations.

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59:19

RenMac Legends: A Conversation with David Fingold

RenMac ·

2021/10/30

David Fingold of Dynamic Funds in Toronto brings over 30 years of business and investment experience to his clients, but his path to overseeing more than $13.5B in AUM is unique. David knows what it is to run a business successfully, how to finance it, and consequently what it means to invest in one. He's a bottoms-up stock picker who worries top-down, and his success speaks volumes.

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15:15

RenMac Off-Script: D’s Fumble in the Red Zone

RenMac ·

2021/10/29

RenMac walks thru the latest mis-queues out of Washington, what today’s employment cost data mean, the poor 3Q relative GDP performance (France was better), inflation expectations, gold and Virginia’s gubernatorial race.

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13:49

RenMac Off-Script: Inflation’s Flame Burning Powell’s...

RenMac ·

2021/10/22

Jeff, Neil and Steve discuss Powell’s status, the surge in 5yr break evens, gold’s message, the importance of the Gubernatorial race in Virginia, the bearish relative trend change in consumer discretionary names, and the supportive sentiment and seasonal environment for stocks.

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14:01

RenMac Off-Script: Putin Is World’s Most Powerful Man

RenMac ·

2021/10/15

Join the RenMac team as they discuss the Congressional calendar crunch, how the growing reliance on reliance on fossil fuels is benefiting Vladmir Putin, the inflation boom, and how Biden’s climate policy discourages fossil fuel production.

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17:30

RenMac Off-Script: Payrolls Won’t Dissuade the Fed

RenMac ·

2021/10/08

RenMac reviews McConnel’s strategy with Schumer, weaker payrolls and the implications for Fed policy, Late-cycle and sentiment, supply-chain issues, Manchin drops the F-bomb and the importance of better or worse versus good or bad on Wall Street.

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15:43

RenMac Off-Script: Self-inflicted Wounds from Washington

RenMac ·

2021/10/01

RenMac debates the political gamesmanship out of Washington, Senator Warren’s swipe at Powell, the resignation of 2 Fed hawks, the status of backlogs and end-user demand, the abundant oversold conditions in industry groups, rising yields and the bullish complacency found in corporate credit.

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13:18

RenMac Off-Script: Powell Pushes Yields

RenMac ·

2021/09/24

RenMac discusses this week’s hawkish message out of the Fed, the importance of the breakout in 10-year yields, its implication for higher yields on industries, the political wrangling’s in Washington as Presidential approval erodes, and Neil’s new ground-breaking diet plan.

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39:47

RenMac Legends: A Conversation with Mike Masters

RenMac ·

2021/09/18

Mike Masters of Masters Capital Management has had a storied career in the investment business. From his days in the pool as an All-American swimmer at The University of Tennessee to his first job as a retail stockbroker and finally as the head of his eponymous named firm, Mike’s focus on process and his sheer willingness to succeed has served his investors well. As one of the most active institutional users of derivatives on the street, Mike understands mismatches in perceptions, expectations and

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12:43

RenMac Off-Script: Consumer Not Yet Exhausted

RenMac ·

2021/09/17

Today Neil, Steve and Jeff discuss the strength and resilience of the consumer, the seasonality of equities and cyclicality, the important dates for upcoming votes in Washington and the Feds taper/rate hike schedule.

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13:29

RenMac Off-Script: Biden Top-Ticks COVID

RenMac ·

2021/09/10

Give us 13 minutes, we walk you through the strength of labor demand, why Biden’s speech is a sign that COVID concerns have likely peaked, how much of the negative sentiment might already be priced into equities, the latest news from DC and why the odds of a government shutdown are 25% and rising as the month progresses.

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12:28

RenMac Off-Script: Payrolls and Approval

RenMac ·

2021/09/03

RenMac dives head-first into today’s jobs number, the importance of employment distribution in the numbers, the impact it is likely to have on Fed tapering, the political infighting starting to develop among Ds in DC and the markets unwavering trend.

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13:18

RenMac Off-Script: A D.C. September to Remember

RenMac ·

2021/08/27

The RenMac Team discusses supply conditions impact on inflation, a daunting Congressional calendar in September, how Biden’s nominees will shape the Fed, and taking the foot off the market accelerator.

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16:27

RenMac Off-Script: The Deflating Reflation Trade

RenMac ·

2021/08/20

RenMac discusses the Biden’s challenge with budget reconciliation process, the oversold condition in energy and materials, the breakout in the dollar, the nagging and persistent breadth divergence, the inflation picture, and Steve’s foray into fatherhood.

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19:30

RenMac Off-Script: Inflation Starting to Bite Biden

RenMac ·

2021/08/13

Give us 18 minutes, we run through the recent movement in inflation, why it will not necessarily sway the Fed but has brought more of a political response from the Biden administration. In the markets, we highlight the pick-up in financials, particularly outside of banks and why this is not a growth versus value market, but one where you should focus on quality.

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15:51

RenMac Off-Script: Jobs Provide Fireworks for August

RenMac ·

2021/08/06

RenMac discusses the robust employment report, hurdles for the August numbers, congressional recess, DeSantis vs Biden, lending standards, and the liquidation seen in financial ETFs.

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42:32

RenMac Legends: A Conversation with Stephanie Link

RenMac ·

2021/07/31

Stephanie Link has worn multiple hats over her tenured career, from the sell-side at Morgan Stanley to the buy-side working with Jim Cramer, then as head of global equity research at Nuveen and now chief investment strategist and portfolio manager for Hightower, a national wealth management firm. You might know her from CNBC where she's a regular contributor, but we dig deeper and talk about her experience, philosophy, and insight; she has a lot of wisdom to offer. Here's our conversation:

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17:35

RenMac Off-Script: The Impending Debt Ceiling

RenMac ·

2021/07/30

Renmac discusses the triangulation of debt ceiling and infrastructure this autumn, the GDP figures, how Powell is thinking about the world, the importance of quality and profitability at this part of the cycle, the continued strength of discretionary names and the uptick in healthcare.

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16:20

RenMac Off-Script: Biden Recognizes Inflation

RenMac ·

2021/07/23

Renmac discusses inflation, its non-transitory nature and the challenges it poses to stimulus, as well as breadth divergences, seasonality and the upcoming debt ceiling.

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280 results

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