RenMac Podcast
1) RenMac Off-Script: Shutdown Shenanigans
RenMac recaps client takeaways from London and Chicago,weighs the rising odds of a prolonged shutdown with Trump threatening permanent layoffs, and breaks down how tariffs, industrial policy, and Big ...Show More
2) RenMac Off-Script: Productivity Push or Problem
RenMac welcomes guest Sam Ro as the team unpacks Feddynamics as Trump appointees push aggressive cuts, rising odds of a government shutdown with threats of federal layoffs, and the latest wave of sect...Show More
3) RenMac Off-Script: Lack of Conviction
RenMac discusses the Fed’s risk-management cut and the political dynamics shaping Powell’s next moves, why the internal divisions on rate cuts matter for markets, and what the latest housing and const...Show More
4) RenMac Off-Script: Market Highs with Fed at Crossroads
RenMac discusses how Fed politics and the upcoming FOMC decision are colliding with market expectations, why shutdown risks remain elevated despite hopes for cooler partisan tensions, and how tariffs ...Show More
5) RenMac Mailbag Question Introduce
They say some people have a face for radio.You? You've got a face for Off-Script.Send us your question via video or audio clip for the RenMac Mailbag.Fame optional. Hats guaranteed.https://start.renma...Show More
6) RenMac Off-Script: Jobs Stumble as Gold Runs
In Today’s Report: RenMac unpacks a payrolls miss that highlights rising slack in the labor market, why consumer sentiment has flipped from bullish to a bearish contrarian signal, and how government s...Show More
7) RenMac Off-Script: China Breakout & Fed Shakeout
This week on RenMac Off-Script, Steve, Jeff, and Pavlik are joined by special guest Josh Brown, CEO of Ritholtz Wealth Management. The team digs into the Fed shakeup after President Trump’s firing of ...Show More
8) We’ll Take Your Money, Not Your Two Cents
RenMac unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa ...Show More
9) RenMac Off-Script: Money Illusion
RenMac discusses the latest in economic data, including how prices are flattering retail sales; the leap to get the FOMC to support a 50bp move; market leadership from small caps to Asia and the impro...Show More
10) RenMac Off-Script: Trump/Powell Play Chicken
RenMac breaks down the sharp rise in effective tariffs and who’s really paying for them, how firms may react to margin pressure with layoffs or price hikes, the macro regime shift that’s pulling marke...Show More