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RenMac

149 episodes listed below

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Macro strategy with a live-market pulse.

The gist

RenMac is a market strategy roundtable where analysts compare what the data says with what price action is already signaling. The conversation moves quickly from Fed mechanics and equity momentum to oil shocks, Washington risk, sector rotation, and the occasional dry joke.

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About RenMac

RenMac listens like a market desk thinking out loud. The show follows the week’s pressure points across Washington, economic data, policy, technical strategy, and global markets, then lets the analysts argue through what matters and what may be noise. The core rhythm is brisk. A discussion can start with AI branding or a travel aside and quickly land on market breadth, sentiment, real rates, PE ratios, or the Fed’s balance sheet. The show is especially alert to sequencing. It asks not only what happened, but how investment committees, options markets, sector analysts, and consumers may respond if uncertainty lasts longer than expected. Energy is a recurring thread, from oil-price shocks and petro-currency dynamics to OPEC policy, global energy leadership, and the knock-on effects for emerging markets. Geopolitics also matters here because the show treats policy decisions, Middle East risk, and Washington mechanics as market inputs rather than background noise. Technical analysis is not decorative. Moving averages, oversold conditions, credit spreads, CDS deterioration, sector leadership, beta momentum, and market-cycle clocks are used to test the dominant narrative. The tone is loose but informed. The speakers interrupt, joke, correct themselves, and circle back, which gives the show the feel of an internal research conversation rather than a polished broadcast monologue. Guests are brought in when the topic needs deeper context, such as Federal Reserve mechanics, geopolitical decision-making, or oil-market structure. RenMac is best for listeners who already follow markets and want sharper framing on why equities, rates, commodities, and policy are moving together or breaking apart. It is not framed as investment advice. Its value is perspective: a weekly attempt to respect what markets are saying while remaining skeptical of easy stories.

Made for: RenMac is for market professionals, active investors, and macro-minded listeners who are comfortable with Fed policy, sector rotation, rates, credit spreads, and oil-market terminology. It best suits people looking for research-desk context rather than basic investing education.

What sets it apart: The show blends technical market signals, policy analysis, and economic interpretation in one fast-moving conversation. Its edge is the way it tests narratives against positioning, breadth, rates, energy, and geopolitical risk instead of treating any single explanation as enough.

In their own words

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 participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information…

As heard by us

Based on 6 episodes we listened to · September 2026

RenMac connects policy, economic data and market behavior, showing how one change can travel through prices, sectors and household decisions.

RenMac turns a research-room conversation into a running test of how markets, economic data, policy and geopolitics fit together. Steve Duttonhofer, Jeff DeGraff, Neil Dutta and Steve Pavlik trade views in a free-flowing roundtable, moving between oil shocks and household…

Read our full review in PlayNext →

Why you'd press play

Market cycle clocks get stress-tested here, so your tidy macro story never stays tidy for long.

Press play if you want

  • oil shocks translated into consequences for households, currencies, and risk assets
  • Fed balance-sheet mechanics with enough detail to puncture the easy sound bite
Read the full recommendation in PlayNext →
Federal Reserve policyequity market momentumoil and energy marketsgeopolitical riskinterest rates and real ratessector rotationcredit spreadsWashington policy

Talks about

Business & Finance

Podcasts like RenMac

Episodes

  1. 1

    RenMac Off-Script: Shutdown Shenanigans

    ·40m
  2. 2

    RenMac Off-Script: Strategic Uncertainty

    ·42m
  3. 3

    RenMac Off-Script: Clock Ticking on Trade

    ·28m
  4. 4

    RenMac Off-Script: “You're Fired”?

    ·35m
  5. 5

    RenMac Off-Script: Bond Market Takes Hostages

    ·51m
  6. 6

    RenMac Off-Script: Obliteration Day

    ·50m
  7. 7

    RenMac Off-Script: Bad News Priced

    ·37m
  8. 8

    RenMac Off-Script: Tariffied

    ·41m
  9. 9

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

    ·25m
  10. 10

    RenMac Off-Script: Clarida Gives RenMac Clarity

    ·1h 2m
  11. 11

    RenMac Off-Script: Good Friday & Dark Crosses

    ·39m
  12. 12

    RenMac Off-Script: Summer Soft-Patch

    ·37m
  13. 13

    RenMac Off-Script: Strait Talk*

    ·50m
  14. 14

    RenMac Off-Script: Fear Factor(s)

    ·42m
  15. 15

    RenMac Off-Script: Crude Awakening

    ·39m
  16. 16

    RenMac Off-Script: Is The Bull Case &@#% !?

    ·44m
  17. 17

    RenMac Off-Script: Credit Concerns

    ·43m
  18. 18

    RenMac Off-Script: AI Bifurcation

    ·32m
  19. 19

    RenMac Off-Script: Big Tech Faces Capex Conundrum

    ·56m
  20. 20

    RenMac Off-Script: Warsh Your Hands

    ·49m
  21. 21

    RenMac Off-Script: Mysterious Market Reactions

    ·42m
  22. 22

    RenMac Off-Script: Live From The Edge

    ·51m
  23. 23

    RenMac Off-Script: Big Oil: Pump for Trump

    ·50m
  24. 24

    RenMac Off-Script: Inflation Hits the Slopes

    ·35m
  25. 25

    RenMac Off-Script: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + What’s on Tap For ‘26

    ·40m
  26. 26

    RenMac Off-Script: Data Gone Wiles

    ·49m
  27. 27

    RenMac Off-Script: Fed Forecast Folly*

    ·54m
  28. 28

    RenMac Off-Script: Why The Maestro Matters

    ·44m
  29. 29

    RenMac Off-Script: Stewie Can't Be Fed Chair

    ·42m
  30. 30

    RenMac Off-Script: Trad(ing) Tensions

    ·40m
  31. 31

    RenMac Off-Script: A Probabilities Business

    ·46m
  32. 32

    RenMac Off-Script: Enough Bad to Be Good

    ·54m
  33. 33

    RenMac Off-Script: Bubble Bandwagons

    ·32m
  34. 34

    RenMac Off-Script: Shooting The Hostages

    ·41m
  35. 35

    RenMac Legends Podcast with Michelle Meyer

    ·42m
  36. 36

    RenMac Off-Script: The Golden Age

    ·30m
  37. 37

    RenMac Off-Script: Holy Smokes

    ·38m
  38. 38

    RenMac Off-Script: Productivity Push or Problem

    ·58m
  39. 39

    RenMac Off-Script: Lack of Conviction

    ·37m
  40. 40

    RenMac Off-Script: Market Highs with Fed at Crossroads

    ·36m
  41. 41

    RenMac Mailbag Question Introduce

    ·1m
  42. 42

    RenMac Off-Script: Jobs Stumble as Gold Runs

    ·38m
  43. 43

    RenMac Off-Script: China Breakout & Fed Shakeout

    ·48m
  44. 44

    RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

    ·34m
  45. 45

    RenMac Off-Script: Money Illusion

    ·35m
  46. 46

    RenMac Off-Script: Trump/Powell Play Chicken

    ·35m
  47. 47

    RenMac Off-Script: Don't Fist Fight the Fed

    ·42m
  48. 48

    RenMac Off-Script: Shutdown Surprise

    ·36m
  49. 49

    RenMac Off-Script: Tariff Tangle Reignited

    ·35m
  50. 50

    RenMac Off-Script: Payrolls, PMIs & Poolside Predictions

    ·27m
  51. 51

    RenMac Off-Script: The Apprentice: Fed Edition

    ·36m
  52. 52

    RenMac Off-Script: Is Tehran About to Eat a TACO?

    ·36m
  53. 53

    RenMac Off-Script: TDS Gives Way to IDF

    ·33m
  54. 54

    RenMac Off-Script: Caught in a Bad Bromance

    ·26m
  55. 55

    RenMac Off-Script: TACO: Tariffs Are Constitutional or Not

    ·33m
  56. 56

    RenMac Off-Script Podcast: More to Rates than U.S. Fiscal

    ·37m
  57. 57

    RenMac Off-Script Podcast: GOP Bond Boo-Boo?

    ·36m
  58. 58

    RenMac Off-Script: Eggs-cellent

    ·41m
  59. 59

    RenMac Off-Script: A Weak Outlook Trump's Making Worse

    ·33m
  60. 60

    RenMac Off-Script: Policy Uncertainty

    ·26m
  61. 61

    RenMac Off-Script: Data and Industrials

    ·31m
  62. 62

    RenMac Off-Script: Valentine VAT

    ·35m
  63. 63

    RenMac Off-Script: Thin Kids At Fat Camp

    ·35m
  64. 64

    RenMac Off-Script: Tick-Tock Tariffs

    ·36m
  65. 65

    RenMac Off-Script: Inaugural Excoriation

    ·32m
  66. 66

    RenMac Off-Script: Inflation Sensation

    ·21m
  67. 67

    RenMac Off-Script: Yields Take Their Toll

    ·17m
  68. 68

    RenMac Off-Script: Uninspiring-ISMs

    ·28m
  69. 69

    RenMac Off-Script: Trump Bump or Slump

    ·24m
  70. 70

    RenMac Off-Script: Jay Sees Ghost of Christmas Past

    ·25m
  71. 71

    RenMac Off-Script: Pardon the Payrolls

    ·25m
  72. 72

    RenMac Off-Script: Overconfident?

    ·26m
  73. 73

    RenMac Off-Script: The Treasury Apprentice

    ·19m
  74. 74

    RenMac Off-Script: Solid but Cooling

    ·31m
  75. 75

    RenMac Off-Script: The Great Growth Re-Rate

    ·25m
  76. 76

    RenMac Off-Script: October Surprise

    ·31m
  77. 77

    RenMac Off-Script: Is Kamala Under-Valued?

    ·26m
  78. 78

    RenMac Off-Script: Banker in Training

    ·26m
  79. 79

    RenMac Off-Script: Trump Bump

    ·27m
  80. 80

    RenMac Off-Script: A Jobs Jolt

    ·26m
  81. 81

    RenMac Off-Script: China Turns

    ·20m
  82. 82

    RenMac Off-Script: Sticking the Landing

    ·23m
  83. 83

    RenMac Off-Script: Trump Takes De Bait

    ·19m
  84. 84

    RenMac Off-Script: Payrolls Pin 50

    ·27m
  85. 85

    RenMac Off-Script: Game Day Walk Thru

    ·17m
  86. 86

    RenMac Off-Script: Revisionist History

    ·32m
  87. 87

    RenMac Off-Script Podcast: Markets vs Media: Which One is Gaslighting?

    ·28m
  88. 88

    RenMac Off-Script Podcast: Claims, Cuts, and Complacency

    ·22m
  89. 89

    RenMac Off-Script: The Fed's Folly

    ·22m
  90. 90

    RenMac Off-Script: Markets are Oversold, but is Kamala Overbought?

    ·23m
  91. 91

    RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden?

    ·23m
  92. 92

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

    ·25m
  93. 93

    RenMac Legends: A Conversation on the Labor Market with Guy Berger

    ·42m
  94. 94

    RenMac Legends: A Conversation with Walter Deemer

    ·23m
  95. 95

    RenMac Off-Script: Payrolls and Politics

    ·23m
  96. 96

    RenMac Off-Script: Debate & Switch?

    ·20m
  97. 97

    RenMac Off-Script: Biden's Burden

    ·23m
  98. 98

    RenMac Legends: A Conversation with Scott Bessent - (originally produced Feb 2021)

    Hidden gem

    RenMac revisits a 2021 conversation with Scott Bessent, described here as the incoming Treasury Secretary under President-elect Trump, to unpack how he thinks about macro markets.

    ·42m·3 clips
  99. 99

    RenMac Off-Script: Tequila Soaked Nights

    A free-flowing conversation among RenMac analysts discussing Washington, markets, and economic data, with a humorous anecdote about a holiday card.

    ·39m
  100. 100

    RenMac Off-Script: Escort No Shows & Stripper Wells*

    An expert discusses the state of oil markets and the possibility of $200 per barrel oil.

    ·1h 5m
  101. 101

    RenMac Off-Script: Can't Spell Allbirds w/o AI

    Hidden gem

    RenMac Off-Script: Can't Spell Allbirds w/o AI opens with Jeff DeGraff's Allbirds example, where a company once valued at $4.1 billion at its 2021 IPO later lost 99% of that value and rebranded as Newbird AI.

    Apr 17, 2026·42m·2 clips
  102. 102

    RenMac Off-Script: Clarida Gives RenMac Clarity

    Hidden gem

    RenMac hosts Steve Duttenhofer, Jepty Graf, Neil Detta, and Steve Pavlik interview Rich Clarida about Kevin Warsh’s prospective Federal Reserve chairmanship and the Fed’s reaction function.

    Apr 10, 2026·1h 2m·4 clips
  103. 103

    RenMac Off-Script: Good Friday & Dark Crosses

    RenMac's April 3, 2026 Off-Script discussion examines a 178,000-job March payroll gain, a 3.4% annual wage-growth rate, and the possibility that the Federal Reserve's hawks are overreacting.

    Apr 3, 2026·39m·2 clips
  104. 104

    RenMac Off-Script: Strait Talk*

    A conversation with former national security official Michael Allen about how geopolitical decisions drive markets.

    Mar 27, 2026·50m
  105. 105

    RenMac Off-Script: Fear Factor(s)

    A weekly internal research meeting discussing Washington, markets, and economic data, with analysts sharing expertise and noting improving market conditions.

    Mar 20, 2026·42m
  106. 106

    RenMac Off-Script: Escort No Shows & Stripper Wells*

    On March 12, 2026, approximately 13 days into a crisis in which Iranian attacks have effectively closed the Strait of Hormuz to commercial tanker traffic, oil analyst Rory Johnston joins the RenMac roundtable to explain why Brent crude remaining under $100/barrel is 'truly wild' and why he views $200/barrel as a real possibility.

    Mar 12, 2026·1h 5m·4 clips
  107. 107

    RenMac Off-Script: Crude Awakening

    On March 6, 2026, Steve Duttenhofer, Jeff DeGraff, Neil Dutta, and Steve Pavlik assess an Iran conflict that may last weeks, has pushed oil above $80, and has disrupted insurance for Strait of Hormuz shipping.

    Mar 6, 2026·39m·2 clips
  108. 108

    RenMac Off-Script: Is The Bull Case &@#% !?

    Hidden gem

    Neil Dutta says tax refunds are not showing a strong boost in the daily Treasury statement, while estimated taxes are running higher because of equity gains.

    Feb 27, 2026·44m·2 clips
  109. 109

    RenMac Off-Script: Credit Concerns

    Feb 20, 2026·43m
  110. 110

    RenMac Off-Script: AI Bifurcation

    Feb 13, 2026·32m
  111. 111

    RenMac Off-Script: Big Tech Faces Capex Conundrum

    Feb 6, 2026·56m
  112. 112

    RenMac Off-Script: Warsh Your Hands

    Jan 30, 2026·49m
  113. 113

    RenMac Off-Script: Mysterious Market Reactions

    Jan 23, 2026·42m
  114. 114

    RenMac Off-Script: Live From The Edge

    Jan 16, 2026·51m
  115. 115

    RenMac Off-Script: Big Oil: Pump for Trump

    Jan 9, 2026·50m
  116. 116

    RenMac Off-Script: Inflation Hits the Slopes

    Jan 2, 2026·35m
  117. 117

    RenMac Off-Script: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + What’s on Tap For ‘26

    Dec 26, 2025·40m
  118. 118

    RenMac Off-Script: Data Gone Wiles

    Dec 19, 2025·49m
  119. 119

    RenMac Off-Script: Fed Forecast Folly*

    Dec 12, 2025·54m
  120. 120

    RenMac Off-Script: Why The Maestro Matters

    Dec 5, 2025·44m
  121. 121

    RenMac Off-Script: Stewie Can't Be Fed Chair

    Nov 28, 2025·42m
  122. 122

    RenMac Off-Script: Tequila Soaked Nights

    Nov 21, 2025·39m
  123. 123

    RenMac Off-Script: Trad(ing) Tensions

    Nov 14, 2025·40m
  124. 124

    RenMac Off-Script: A Probabilities Business

    Nov 7, 2025·46m
  125. 125

    RenMac Off-Script: Enough Bad to Be Good

    Oct 31, 2025·54m
  126. 126

    RenMac Off-Script: Bubble Bandwagons

    Oct 24, 2025·32m
  127. 127

    RenMac Off-Script: Shooting The Hostages

    Oct 17, 2025·41m
  128. 128

    RenMac Legends Podcast with Michelle Meyer

    Neil Dutta interviews Michelle Meyer about the state of the U.S.

    Oct 16, 2025·42m
  129. 129

    RenMac Off-Script: The Golden Age

    Oct 10, 2025·30m
  130. 130

    RenMac Off-Script: Shutdown Shenanigans

    Oct 3, 2025·40m
  131. 131

    RenMac Off-Script: Productivity Push or Problem

    Sep 26, 2025·58m
  132. 132

    RenMac Off-Script: Lack of Conviction

    Sep 19, 2025·37m
  133. 133

    RenMac Off-Script: Market Highs with Fed at Crossroads

    A free-flowing discussion among analysts about market highs and the Fed's position, mixed with casual banter about recent events.

    Sep 12, 2025·36m
  134. 134

    RenMac Off-Script: Jobs Stumble as Gold Runs

    Sep 5, 2025·38m
  135. 135

    RenMac Off-Script: China Breakout & Fed Shakeout

    Aug 29, 2025·48m
  136. 136

    RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

    Aug 22, 2025·34m
  137. 137

    RenMac Off-Script: Money Illusion

    Aug 15, 2025·35m
  138. 138

    RenMac Off-Script: Trump/Powell Play Chicken

    Aug 8, 2025·35m
  139. 139

    RenMac Off-Script: Summer Soft-Patch

    Aug 1, 2025·37m
  140. 140

    RenMac Off-Script: Don't Fist Fight the Fed

    Jul 25, 2025·42m
  141. 141

    RenMac Off-Script: Shutdown Surprise

    Jul 18, 2025·36m
  142. 142

    RenMac Off-Script: Tariff Tangle Reignited

    Jul 11, 2025·35m
  143. 143

    RenMac Off-Script: Payrolls, PMIs & Poolside Predictions

    The RenMac team discusses markets, economics, and policy while celebrating the July 4th holiday weekend.

    Jul 4, 2025·27m
  144. 144

    RenMac Off-Script: The Apprentice: Fed Edition

    Jun 27, 2025·36m
  145. 145

    RenMac Off-Script: Is Tehran About to Eat a TACO?

    Jun 20, 2025·36m
  146. 146

    RenMac Off-Script: TDS Gives Way to IDF

    Jun 13, 2025·33m
  147. 147

    RenMac Off-Script: Caught in a Bad Bromance

    Jun 6, 2025·26m
  148. 148

    RenMac Off-Script: TACO: Tariffs Are Constitutional or Not

    May 30, 2025·33m
  149. 149

    RenMac Off-Script Podcast: More to Rates than U.S. Fiscal

    May 23, 2025·37m