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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

23:27

RenMac Off-Script: Markets are Oversold, but is...

RenMac ·

2024/07/26

RenMac discusses Harris’s candidacy and her potential picks for Vice President, GDP, inflation data, and what they mean for the Fed’s upcoming rate cuts, dark crosses in yields (why is the two-year yield down?), oversold conditions throughout the market, and important political and economic information to come next week.

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23:00

RenMac Off-Script: The Fed Will Cut Rates, but Will...

RenMac ·

2024/07/20

RenMac discusses the possibility and potential implications of Biden’s withdrawal from the presidential race, his likely replacement (will Democrats bypass Harris?), when and how many times the Fed will cut rates, small cap versus large cap, what recent and upcoming data can show about markets, and the future of the semiconductor trade.

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24:51

RenMac Off-Script: Everyone Biden Time: Rate Cuts to...

RenMac ·

2024/07/12

RenMac discusses Biden’s struggles and how the Democrats will move forward, Trump’s potential picks for Vice President (is Nikki Haley his best option?), weaker inflation and the potential for a September rate cut, expectations for the retail and auto sectors, and the disconnect between the three Russell indices.

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42:22

RenMac Legends: A Conversation on the Labor Market...

RenMac ·

2024/07/11

Guy Berger is someone I had the good fortune of overlapping with at Bank of America. Over the years, Guy has become my go-to resource for all questions on the labor market. After many years as the Principal Economist at LinkedIn, he is now the Director of Research at the Burning Glass Institute, a research outfit focusing on labor market trends.Here, we go through many of the hot topics on the labor market as it pertains to business/market economics: the gap between the Household and Establishment

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22:50

RenMac Legends: A Conversation with Walter Deemer

RenMac ·

2024/07/06

Bullish Sentiment Thru the AgesJeff deGraaf talks with Walt Deemer about the elevated bullish sentiment, stories from the nifty-fifty, differentiating good investments vs good companies, the importance of expectations vs narratives, and how it applies today. Enjoy the Holiday Weekend.

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23:11

RenMac Off-Script: Payrolls and Politics

RenMac ·

2024/07/05

RenMac discusses payrolls and what this means for the Fed in lieu of next week’s core inflation number, what the betting markets are telling us about Kamala Harris’ role on the presidential ticket, how performance in the first half of the year affects the second half, and cyclicality in the current market.

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19:40

RenMac Off-Script: Debate & Switch?

RenMac ·

2024/06/28

RenMac discusses the options for Democrats to replace Biden following the debate, how the stock market has reacted to the presidential polls, why Neil thinks the balance of risk suggests that the Fed could make a minor monetary mistake by not cutting in September, the symptoms of liquidity and what the movement in Bitcoin and IPOs might suggest, and why the first two weeks of July suggest strong seasonality from a historical standpoint.

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23:16

RenMac Off-Script: Biden's Burden

RenMac ·

2024/06/21

RenMac discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the upcoming presidential debate.

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22:35

RenMac Off-Script: The Fed Needs To Get On With It

RenMac ·

2024/06/14

RenMac discusses whether global election trends will impact the U.S., the significantly different U.S. presidential election forecasts between 538 and the Economist, the improving inflation picture, why admission by omission suggests a September interest rate cut is likely, how oversold conditions are creating opportunities, and why things may be setting up nicely for a soft landing.

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16:41

RenMac Off-Script: The Big Bull In Little China

RenMac ·

2024/06/07

RenMac discusses the latest payroll print, the political impact of the Trump conviction one week later, the impact of lower yields, the global strength of utilities, and the big bull turn in China.

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18:05

RenMac Off-Script: Conviction Conundrum

RenMac ·

2024/05/31

RenMac discusses the political impact of the Trump conviction, how growth isn’t getting away from the Fed, sentiment and the post momentum hang-over industries, and trends vs momentum in China.

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21:57

RenMac Off-Script: Nvidia’s Scary Shadow Over S&P

RenMac ·

2024/05/24

RenMac discusses why the Nvidia phenomenon may have overshadowed some broader concerns, why the bond market was down on the PMI print, why the consensus is onsides now on growth, a high alert for housing, capitulation suggests softness in equities for 2024, little change in polls but big change in betting markets in 2024 presidential race.

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26:39

RenMac Off-Script: Debate Bait

RenMac ·

2024/05/17

RenMac discusses how Biden agreed to debate on his terms, the encouraging inflation print, how much of Biden’s billions have been spent and what Trump could do with them, improving beta vs. average momentum, the peak in short rates, strong election year seasonality, and why China is looking like the U.S. in 2009.

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23:07

RenMac Off-Script Podcast: Consumer Conundrums

RenMac ·

2024/05/10

RenMac discusses how the FDIC fallout may play out next week, the improvement in small banks, the consumer credit conundrum, the short rate risk/reward scenario, and the consumer momentum in China.

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21:32

RenMac Off-Script Podcast: The Economy Isn’t Getting...

RenMac ·

2024/05/03

RenMac discusses the economic data dump this week, why the realized inflation data will be important, Powell’s case for weaker inflation, why the voters remain sour on the economy, whether Johnson will be removed as speaker now or after November, and the outlook for Chinese growth.

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19:53

RenMac Off-Script: Closer To The End?

RenMac ·

2024/04/26

RenMac discusses the low GDP and high inflation reports, how volatile trade figures may have skewed the data to the downside, why the consensus is probably right about growth, the mean reversion in the battleground state polls, why the Supreme Court may delay the federal cases against Trump, how price may be driving sentiment, why you want to be long in the summer months in a presidential election year, what is driving the increase in the 10yr yields, and the relationship between Bitcoin and the

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5:45

RenMac Off-Script: 3 Pillars of a Low

RenMac ·

2024/04/19

Jeff goes solo off-script to talk about the recent equity weakness, the things he looks for to call a tactical bottom and where we stand currently.

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18:50

RenMac Off-Script: Cuts Delayed Not Derailed

RenMac ·

2024/04/12

RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market means consumers could struggle to absorb higher inflation; the risks Powell & Co. face in deciding to do (or not do); why the adage “sell in May and go away” doesn’t work; and how to take advantage of the summer trading months in a presidential election year.

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19:18

RenMac Off-Script: Payrolls Eclipse the Bears

RenMac ·

2024/04/05

RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how it might send neutral rates higher, why No Labels ended up with no candidate and who benefits, how rising geopolitical risks are raising prices at the pump for voters, the impact of broader market participation, and why manufacturing is picking up.

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15:44

RenMac Off-Script Podcast: Powell Told Us What He...

RenMac ·

2024/03/28

RenMac discusses Fed Governor Waller’s comments, context, and contrast with Powell; reconciling GDI and GDP; Biden’s bump in the Bloomberg battleground state poll, and some evidence of the momentum trade unwinding.

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277 results

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