RenMac Podcast
1) 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
2) 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
3) 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
4) 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
5) 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
6) RenMac Off-Script: Summer Soft-Patch
RenMac unpacks the sharp job revisions and weakening prime-age employment suggesting contraction, explores the Fed’s credibility crisis and potential for a September-to-December rate cut cycle, critiq...Show More
7) RenMac Off-Script: Don't Fist Fight the Fed
RenMac talks tariffs and who really bears the burden, Trump’s Fed site-visit and true objective, the narrow market excuse and why it’s more bearish propaganda than insightful utility, and the negative...Show More
8) RenMac Off-Script: Shutdown Surprise
RenMac discusses the Fed Chair race and Trump’s strategy, NVDA-led chip diplomacy with China and crypto legislation, markets ignoring rising shutdown risks, seasonal patterns shifting the beta/momentu...Show More
9) RenMac Off-Script: Tariff Tangle Reignited
RenMac’s crew dives into recent tariff announcements, the unpriced probability of a U.S. Govt shutdown in October, Momentum vs Beta, Fed’s stance on interest rates and surface level employment data, B...Show More
10) RenMac Off-Script: Payrolls, PMIs & Poolside Predictions
RenMac dives into the July 4th weekend with a fresh look at the payroll surprise, Fed expectations, the global PMI paradox, and whether the market can stomach high rates. Neil unpacks sluggish job gro...Show More