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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
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Artwork for RenMac

Latest Episodes

RenMac breaks down a pivotal week where inflation cooled but global yields surged, suggesting the global bond markets—not just the U.S.— may be driving the next macro chapter. Dutta argues first principles matter on unemployment and inflation, deGraa... more

RenMac welcomes WSJ Correspondent Nick Timiraos to unpack a pivotal week for monetary policy. The team digs into why the January jobs print will determine whether the next cut is “live,” how hawkish dissents shaped Fed communications, and what the Ch... more

RenMac breaks down why forecasting skill and real-world market instincts are critical for the Fed as it faces rising unemployment and a slowing economy. The team unpacks the administration’s escalating pressure on Maduro, surprising weakness in data-... more

RenMac kicks off Black Friday with a dive into consumer weakness as deGraaf outlines why seasonality is stacked against discretionary stocks, and what recent oversold signals in SPACs, semis, and Bitcoin mean for market trend shifts. Dutta questions ... more

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Recent Guests

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
Sam Ro
An award-winning journalist with experience at Yahoo Finance and Business Insider, now running an investment newsletter on Substack.
ticker.com
Episode: RenMac Off-Script: Productivity Push or Problem
Josh Brown
CEO of Ritholtz Wealth Management, regular on CNBC's Halftime Report, and host of the podcast Compound and Friends.
Ritholtz Wealth Management
Episode: RenMac Off-Script: China Breakout & Fed Shakeout
Walter Deemer
Experienced market analyst and commentator
Episode: RenMac Legends: A Conversation with Walter Deemer

Hosts

Steve Dutton-Hoffer
Co-host known for insightful market analysis and financial commentary, affiliated with Renaissance Macro Research.
Neil Dutta
Host with expertise in macroeconomic policy and market analysis, contributing significantly to the show's depth.

Reviews

4.7 out of 5 stars from 135 ratings
  • 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 Statesa month ago
  • A+

    This is the real All In podcast

    Apple Podcasts
    5
    BDruhot
    United Statesa month ago
  • What a douche

    High school was great

    Apple Podcasts
    5
    Seattle_99
    United States3 months ago
  • recent format change a no

    i like when jeff moderated

    Apple Podcasts
    4
    iusedtobe cool
    United States5 months ago
  • Always a Good Way to Cap Off Week

    Love this show as a good way to recap the week on Friday night or Saturday morning. I appreciate the range of views between the three hosts. I am biased but would like a bit more pure market/technical commentary from Jeff. But I understand they want to fit in the economic and political components in 30-40 minutes and those pieces are related to markets.

    Apple Podcasts
    5
    McKinstryJr
    United States6 months ago

Listeners Say

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

Listeners appreciate the insightful and nuanced market analysis shared by the hosts, often highlighting their deep understanding of economic trends.
There are mixed reviews regarding political commentary, with some listeners finding it biased, while others value the diverse perspectives provided.
The quality of content is praised, though some feedback indicates a desire for improved audio quality.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

RenMac Off-Script: Data Gone Wiles
Q: How could weak US jobs or inflation data this week accelerate Fed recuts next year?
Weak jobs or inflation data could lead to the Fed being more cautious, possibly resulting in backloaded rate cuts under pressure from worsening economic conditions.
RenMac Off-Script: Fed Forecast Folly*
Q: What do you think about the outlook for the job market?
The weakening job market could lead to moderation in real incomes and consequently lower consumer spending.
RenMac Off-Script: Fed Forecast Folly*
Q: What are your thoughts on the current state of the Fed as an institution?
The institution is experiencing a political pressure that affects how decisions are made, even if individuals attempt to maintain independence.
RenMac Off-Script: Why The Maestro Matters
Q: What indicators are you watching to suggest that AI is displacing workers given the fact that we're in a softening labor environment?
Neil mentions looking at the industries shedding jobs; if those industries have high AI adoption, it would suggest displacement. He notes some industries adopting AI are still hiring, indicating a complex relationship.
RenMac Off-Script: Trad(ing) Tensions
Q: Do you think bilateral trade deals actually help reduce the US trade deficit?
Trade can help but requires significant additional economic tools to address the deficit.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About RenMac

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

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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Which podcasts are similar to RenMac?

These podcasts share a similar audience with RenMac:

1. Facts vs Feelings with Ryan Detrick & Sonu Varghese
2. On The Tape with Danny Moses
3. RiskReversal Pod
4. The Compound and Friends
5. Monetary Matters with Jack Farley

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?

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What guests have appeared on RenMac?

Recent guests on RenMac include:

1. Nick Timiraos
2. Kelly Ann Shaw
3. Mike Santoli
4. Michelle Meyer
5. Sam Ro
6. Josh Brown
7. Walter Deemer

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.

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