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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

26:24

RenMac Off-Script: Policy Uncertainty

RenMac ·

2025/02/28

Renmac talks through the latest policy uncertainty and its history on markets, Neil interprets the latest housing and income data and how today is mirror image of 2022. Steve discusses the March 14th budget deadline and Jeff walks through the beta reversion and what look vulnerable at this point.

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30:50

RenMac Off-Script: Data and Industrials

RenMac ·

2025/02/21

RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week’s RenMac mailbag.

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34:35

RenMac Off-Script: Valentine VAT

RenMac ·

2025/02/14

RenMac crew discusses the difference between a VAT and tariff, this week’s inflation data, our China/HK call, the notable deterioration in internal S&P trends, D’s leverage on DOGE, and this week’s mail-bag: gold.

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35:20

RenMac Off-Script: Thin Kids At Fat Camp

RenMac ·

2025/02/07

RenMac discusses implications of the latest employment report, the alignment of market’s message and economic data, Trump’s “Flood the Zone” strategy, what policy uncertainty means for markets, Jeff’s provincial pronunciation and the latest question from RenMac’s Mail-Bag

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35:40

RenMac Off-Script: Tick-Tock Tariffs

RenMac ·

2025/01/31

RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon’s paradox, DeepSeek’s potential genome-sequencing moment for AI, handicapping this week’s confirmations, Fed’s outlook on inflation, the ongoing challenges in semiconductors, and RenMac’s mail-bag.

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31:52

RenMac Off-Script: Inaugural Excoriation

RenMac ·

2025/01/24

RenMac discusses the busy week in Washinton, a reminder that the cameras are always on, the importance of oil to growth and inflation, executive order perspective, new highs in SPX and STOXX 600, market internals and the importance of 10yr yields.

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21:21

RenMac Off-Script: Inflation Sensation

RenMac ·

2025/01/16

RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials and why value should continue to work in Q1, and a quick recap of Trump’s cabinet picks that are testifying on the Hill.

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17:13

RenMac Off-Script: Yields Take Their Toll

RenMac ·

2025/01/10

RenMac discusses why the latest jobs number validates the Fed’s recent pivot and why this risks a passive policy tightening, the impact of higher yields on stocks, and President-Elect Trump’s views on territorial control over Greenland.

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27:34

RenMac Off-Script: Uninspiring-ISMs

RenMac ·

2025/01/03

Jeff, Neil and Steve discuss the latest data from ISM, Johnson’s speakership, the dollar, yields, executive actions and the momentum factor in 2024 and implications for 2025.

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23:46

RenMac Off-Script: Trump Bump or Slump

RenMac ·

2024/12/27

RenMac discusses Speaker Johnson's future, the contrast in conference board confidence now versus 2016, lingering continuing clams data, the bounce in equities, the opportunities in Hong Kong and China and next week's data.

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25:19

RenMac Off-Script: Jay Sees Ghost of Christmas Past

RenMac ·

2024/12/20

RenMac discusses Musk’s government shutdown, the politics behind Powell’s statement, Beta’s vulnerability, the decaying wall-of-worry and the potential for a currency crisis.

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24:33

RenMac Off-Script: Bond Bull in a China Shop?

RenMac ·

2024/12/13

RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what’s behind Trump’s inauguration invite of Xi’s and Chinese equities.

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24:38

RenMac Off-Script: Pardon the Payrolls

RenMac ·

2024/12/06

RenMac discusses the latest payroll data, bubbling animal spirits and sentiment, an update to our market cycle clock and pardon implications and precedents.

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26:11

RenMac Off-Script: Overconfident?

RenMac ·

2024/11/29

RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump’s initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.

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42:26

RenMac Legends: A Conversation with Scott Bessent -...

RenMac ·

2024/11/26

In early 2021, I had the opportunity to catch up with a good friend of mine through the years, Scott Bessent. Given Scott's new role as incoming Treasury Secretary under President elect Trump, I thought it might be helpful to understand how Scott thinks about and sees the world. Here's our conversation from 2021.

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19:11

RenMac Off-Script: The Treasury Apprentice

RenMac ·

2024/11/22

RenMac discusses:Latest developments with Trump appointmentsThe horserace for Treasury secretaryOngoing weakness in labor demandLow bulls in Treasuries are bullishImpact of political appointments on specific sectors

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31:04

RenMac Off-Script: Solid but Cooling

RenMac ·

2024/11/15

RenMac discusses latest inflation data and the impact on the Fed, what labor market’s are telling us about trajectory, Latest Trump nominations, Bitcoin Breakout, Bullish cyclical call stands in stark contrast to weak semiconductors.

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25:17

RenMac Off-Script: The Great Growth Re-Rate

RenMac ·

2024/11/08

Jeff, Neil, and Steve discuss:Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market’s messageLabor market conditionsPowell’s futureImportance of personnel to discern direction forward

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31:01

RenMac Off-Script: October Surprise

RenMac ·

2024/11/01

RenMac talks about the payroll surprise, the importance of NC and PA to Trump and Harris, elevated equity volatility and quiescent credit spreads and the Fed’s path into year’s end

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25:44

RenMac Off-Script: Is Kamala Under-Valued?

RenMac ·

2024/10/25

RenMac discusses the process of price discovery in the political prediction markets, the current state of the horserace, the outlook for employment, why Kevin Warsh is off-base in his criticism of the Fed’s September decision, and market seasonality.

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269 results

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