Rephonic
Artwork for RenMac
Federal Reserve
Inflation
Tariffs
Labor Market
Housing Market
Interest Rates
Trump Administration
China
Kamala Harris
U.S. Economy
Trump
Unemployment Rate
Iran
Economic Policy
Economic Indicators
Donald Trump
Bond Market
Consumer Spending
Stock Market
Employment Report

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

PublishesWeeklyEpisodes517Founded7 years ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for RenMac

Latest Episodes

Zach Pandl, Head of Research at digital asset manager Grayscale Investments, joins the RenMac Off-Script team to discuss the Clarity Act's path through Congress and how stablecoins are challenging banks' monopoly on digital payments. The team also di... more

RenMac welcomes Deutsche Bank Vice Chair of Global Macro Ozan Tarman for a deep dive on rising yields, “warflation,” and whether the bond vigilantes are back. The team debates whether the move above 4.50% in the 10-year marks a regime shift, why AI i... more

RenMac breaks down a labor market that remains stable but uneven, with AI and data center investment continuing to drive hiring, manufacturing, and market leadership while housing, services, and consumer-sensitive sectors soften beneath the surface. ... more

RenMac breaks down a powerful market rally masking weak breadth and narrow leadership concentrated in AI, semis, and energy. The team explores a soft underlying growth backdrop, slowing wage gains alongside rising prices, and why the Fed remains on h... more

Key Facts

Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Ozan Korman Tarman
Vice Chairman of Global Macro at Deutsche Bank
Deutsche Bank
Episode: RenMac Off-Script: Around the World with Ozan
Rich Clarida
Former vice chairman and member of the Federal Reserve; global economic advisor at PIMCO
PIMCO
Episode: RenMac Off-Script: Clarida Gives RenMac Clarity
Michael Allen
Former top US national security official; geopolitical risk and government strategy advisor
Beacon Global Strategies
Episode: RenMac Off-Script: Strait Talk*
Rory Johnston
Leading independent oil expert, founder of Commodity Context
Commodity Context
Episode: RenMac Off-Script: Escort No Shows & Stripper Wells*
Sara Eisen
CNBC Anchor with extensive experience in financial news
CNBC
Episode: RenMac Off-Script: Big Tech Faces Capex Conundrum
Nick Timiraos
Chief economics correspondent for the Wall Street Journal, covers the Fed
The Wall Street Journal
Episode: RenMac Off-Script: Fed Forecast Folly*
Kelly Ann Shaw
Former Deputy Assistant to the President for International Economic Affairs with a significant background in trade policy.
Aiken Gump
Episode: RenMac Off-Script: Trad(ing) Tensions
Mike Santoli
Award-winning journalist covering Wall Street for over 20 years
CNBC
Episode: RenMac Off-Script: Enough Bad to Be Good
Michelle Meyer
Chief Economist at the MasterCard Economics Institute
MasterCard
Episode: RenMac Legends Podcast with Michelle Meyer

Hosts

Steve Duttonoffer
Co-host of RenMac Offscript; associated with Renaissance Macro Research
Steve Duttonhoffer
Host of RenMac Offscript; affiliated with Renaissance Macro Research
Neil Dutta
Host of RenMac Offscript; economist with deep macro expertise
Steve Pavlik
Host of RenMac Offscript; market strategist

Reviews

4.6 out of 5 stars from 154 ratings
  • Lost a listener

    Not cool making a “joke” about the man that was shot to death by ICE agents in Minneapolis.

    Apple Podcasts
    1
    maybdihjlz
    United States4 months ago
  • Big Dip In Quality

    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.

    Apple Podcasts
    2
    concertedeffort
    United States4 months ago
  • Love this pod

    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!!!

    Apple Podcasts
    5
    Rustynyc
    United States6 months ago
  • A+

    This is the real All In podcast

    Apple Podcasts
    5
    BDruhot
    United States6 months ago
  • What a douche

    High school was great

    Apple Podcasts
    5
    Seattle_99
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the hosts' expertise and plain-English explanations valuable for portfolio decisions.
Listeners praise concise, data-driven macro insight combined with practical investment takeaways.
Some critique balance of political commentary vs. market analysis; audio quality often mentioned as a barrier by a subset of listeners.
Episodes are seen as a solid weekly recap that helps inform investment strategy for family offices and serious retail investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#103
Canada/Business/Investing
Apple Podcasts
#172
United Kingdom/Business/Investing
Apple Podcasts
#184
Italy/Business/Investing
Apple Podcasts
#133
Poland/Business/Investing
Apple Podcasts
#239
Brazil/Business/Investing
Apple Podcasts
#248
Colombia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

RenMac Off-Script: Around the World with Ozan
Q: What are your favorite sentiment indicators and are we in a period of exuberance for equities?
Ozan suggests that while there is interest and appetite among different investor horizons, breadth is not showing broad exuberance; the market features a few leadership names while many areas lag, indicating cautious optimism rather than full exuberance.
RenMac Off-Script: RenMac’s Breadth Problem
Q: How much weight should we give to the 1Q26 earnings relative to the Iran war effects for 2Q26?
Earnings remain a primary driver for market support, but the gap between nominal growth and real income suggests earnings alone may not sustain growth; the Iran-related energy price/production implications could matter more in the second quarter as policy and energy dynamics unfold.
RenMac Off-Script: Clarida Gives RenMac Clarity
Q: What are you watching next week for insight into markets?
Clarida highlights three priorities: the geopolitical reaction in the Middle East, IMF/World Bank meetings for a read on elite policy views, and signals about Warsh's chair timing and the FOMC's direction.
RenMac Off-Script: Clarida Gives RenMac Clarity
Q: How might AI affect the macro economy and inflation in the near term?
The guests agree AI could raise near-term demand for data centers and related infrastructure, potentially lifting prices temporarily, but longer-run productivity gains should help disinflate; the net effect on rates is uncertain and debated.
RenMac Off-Script: Clarida Gives RenMac Clarity
Q: Will Kevin Warsh be able to persuade the committee to cut rates and navigate the politics of the Fed?
He will need to build a coalition among voting members; the chair's influence is limited to one vote, so he must persuade at least six other governors, and timing will hinge on macro conditions and the evolving geopolitical backdrop.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About RenMac

What is RenMac about and what kind of topics does it cover?

The show offers concise macro-focused market commentary blending economics, policy, and financial markets with a pragmatic, data-driven approach. Episodes routinely cover GDP, inflation, Fed policy, and investment themes while weaving in political developments and fiscal policy, occasionally touching on global risks and energy markets. Listeners likely appreciate crisp, signal-to-noise analysis with a mix of humor and critical debate among a small panel of seasoned economists and market strategists. A notable aspect is the willingness to connect macro indicators to real‑world outcomes for investors and family offices, making complex topics accessible in 10–15 minute bursts.

Where can I find podcast stats for RenMac?

Rephonic provides a wide range of podcast stats for RenMac. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to RenMac and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does RenMac get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for RenMac, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for RenMac?

Rephonic provides comprehensive predictive audience data for RenMac, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does RenMac have?

To see how many followers or subscribers RenMac has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to RenMac?

These podcasts share a similar audience with RenMac:

1. On The Tape with Danny Moses
2. Monetary Matters with Jack Farley
3. Forward Guidance
4. Excess Returns
5. The Meb Faber Show - Better Investing

How many episodes of RenMac are there?

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.

How do I contact RenMac?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for RenMac?

Rephonic pulls ratings and reviews for RenMac from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for RenMac?

Rephonic provides full transcripts for episodes of RenMac. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on RenMac?

Recent guests on RenMac include:

1. Ozan Korman Tarman
2. Rich Clarida
3. Michael Allen
4. Rory Johnston
5. Sara Eisen
6. Nick Timiraos
7. Kelly Ann Shaw
8. Mike Santoli

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days