
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 ... more
| Publishes | Weekly | Episodes | 517 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

RenMac breaks down why light tax refunds and narrow consumption growth are challenging the bullish economic narrative, even as AI capex continues to carry investment. The team explores falling Treasury yields despite “good” data, extreme tech momentu... more
RenMac breaks down a market that’s still trending higher but losing momentum, as 2-year yields flirt with cycle lows and leadership rotates between cyclicals and defensives. The team discusses why GDP and inflation prints are being distorted by the s... more
RenMac unpacks cooler inflation that keeps Fed cuts in play just as rising job anxiety and narrow hiring trends point to softer labor conditions beneath the surface. The team debates the growing AI vs. non-AI market bifurcation, fragile tech momentum... more
CNBC’s Sara Eisen joins the RenMac Off-Script team to unpack why Big Tech’s AI spend is suddenly spooking markets, cracking momentum trades, and pressuring software stocks. The team breaks down softening labor signals beneath solid GDP growth, Bitcoi... more
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Notable fall off in quality since Trump returned to the White House and Dutta has been in full time audition mode for a role at the Fed and / or Treasury. Back to a five star review if you can convince your economist to drop the five mins he spends each episode talking how DJT has owned the libs this week.
These guys are money. Neil gives great nuanced view of economic data, and Jeff’s decades of experience provides insight into how Wall St works and what drives markets (hint: it’s usually not the economy). Pavlick wraps up the details of whats happening in washington, and talked about Govt shut down in July before anyone thought it possible!!!
This is the real All In podcast
High school was great
i like when jeff moderated
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Apple Podcasts | #168 | |
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Apple Podcasts | #240 |
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A financial podcast featuring insightful discussions from prestigious Wall Street experts focusing on macroeconomic commentary, market dynamics, and policy implications. Episodes cover a broad range of pressing topics including geopolitical events, consumer behavior, Federal Reserve policies, and intricate market analysis, providing listeners with a blend of actionable insights and engaging narratives. This podcast is distinguished by its commitment to exploring the intersections of finance and policy, making complex themes accessible and relevant to both professional and individual investors.
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RenMac launched 7 years ago and published 517 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on RenMac include:
1. Sara Eisen
2. Nick Timiraos
3. Kelly Ann Shaw
4. Mike Santoli
5. Michelle Meyer
6. Sam Ro
7. Josh Brown
8. Walter Deemer
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