
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 | BusinessInvesting | |||

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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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
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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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. Nick Timiraos
2. Kelly Ann Shaw
3. Mike Santoli
4. Michelle Meyer
5. Sam Ro
6. Josh Brown
7. Walter Deemer
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