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 | |||
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Latest Episodes
RenMac breaks down a July inflation picture that isn't cooperating (softer CPI, firmer PPI, and core PCE annualizing near 2.5%), and why the bond market is under-pricing the risk of a September hike. The team also discusses slowing consumer spending ... more
Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth running closer to 3% than 2% — on tax incentives, deregulation, and AI — and why a data-dependent Fed ... more
Boucher fills in for Dutt, hosting an especially off-script edition of RenMac Off-Script, covering the biggest earnings and macro week of the summer, headlined by Kevin Warsh's dovish Fed hold. Neil Dutta argues the move reeks of a credibility proble... more
RenMac breaks down the case for a Fed hike next week — Neil Dutta's "Why Not Now?" call, with September already priced at 100% — as AI capex, rising oil, and tariffs push inflation the wrong way and Warsh weighs moving in his honeymoon. The team also... more
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- Lost a listener
Not cool making a “joke” about the man that was shot to death by ICE agents in Minneapolis.
Apple Podcasts1maybdihjlz
United States7 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 Podcasts2concertedeffortUnited States7 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 Podcasts5RustynycUnited States9 months ago - A+
This is the real All In podcast
Apple Podcasts5BDruhotUnited States9 months ago - What a douche
High school was great
Apple Podcasts5Seattle_99United Statesa year ago
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Apple Podcasts | #218 | United States/Business/Investing |
Apple Podcasts | #61 |  Israel/Business/Investing |
Apple Podcasts | #187 | Israel/Business |
Apple Podcasts | #207 |  Poland/Business/Investing |
Apple Podcasts | #209 |  Switzerland/Business/Investing |
Apple Podcasts | #232 |  Singapore/Business/Investing |
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Frequently Asked Questions About RenMac
What is RenMac about and what kind of topics does it cover?
This show delivers concise, data-driven macro and market analysis with a heavy emphasis on economics, policy, and financial markets. Roundtable hosts frequently dissect market breadth, sector leadership, energy dynamics, and global macro developments, often tying tactical portfolio implications to Fed policy, geopolitical risk, and regulation. Guests with deep expertise in macro policy, finance, and energy markets are common, and episodes mix technical insight with pragmatic takeaways for investors and asset allocators. A standout aspect is the quartet's ability to fuse rigorous economics with real-time market color and occasional geopolitical context, making it useful for listeners who want fast, decision-ready perspectives across stocks, ... more
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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. RiskReversal Pod
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.
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What guests have appeared on RenMac?
Recent guests on RenMac include:
1. Steve Miran
2. Alex Kantrowitz
3. Howard Mason
4. Kevin Dempter
5. Zach Pandl
6. Ozan Korman Tarman
7. Rich Clarida
8. Michael Allen
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.