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 | 181 | Founded | 5 years ago |
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Number of Listeners | Categories | BusinessNewsInvesting |
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.
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 infla... more
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 p... more
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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Neil and team offer insightful economic detail each week in plain English with a side of humor from time to time 😁. Their discussion points help me with the development of my portfolio management decisions for my family office.
Like the financial analysis, but the political commentary is very biased.
Jeff, Neil and Steve do a great job of cutting through the noise generated by the plethora of talking heads spewing regurgitated tropes to cover over their lack of knowledge of what is actually happening in the markets and in the economy. Each of the RenMac podcast team delivers a succinct summary of the prior week along with macro-based insight into the week ahead. And it’s just fun to hear Neil rip on economists.
From macro and high-frequency data to technicals, these guys are all signal with very little noise…well done.
As a retail investor for over 30 years, who fired my last financial advisor over 8 years ago, this has become my favorite investment podcast in 2021. When sharing this with others, I tell my friends this is a great weekly podcast with market research guys with interviews and analysis from some successful investors.
Apple Podcasts | #227 | Poland/Business/Investing |
Apple Podcasts | #245 | Saudi Arabia/Business/Investing |
Apple Podcasts | #247 | Israel/Business/Investing |
Listeners, engagement and demographics and more for this podcast.
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Primary Location | Social Media Reach |
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RenMac launched 5 years ago and published 181 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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