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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

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Artwork for RenMac

Latest Episodes

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

RenMac breaks down the market’s ugliest day since 2018 as deGraaf explains the rare “outside reversal” and what oversold signals in Bitcoin, NDX, and speculative tech mean going forward. Dutta argues the Fed is risking a policy mistake as unemploymen... more

RenMac welcomes trade expert Kelly Ann Shaw to unpack a whirlwind week of global trade deals and she explains how the White House is using tariff recalibration to ease consumer pain ahead of the midterms. Dutta rails against the Fed’s “hawkish paraly... more

RenMac discusses rising layoff signals and a Fed seemingly blind to softening labor data, Trump’s tariff maneuvering and how SCOTUS and Congress may (or may not) push back, the disconnect between affordability concerns and political rhetoric, and wha... more

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Recent Guests

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
Host known for providing insightful financial commentary and analysis.
Jeff DeGraaff
Co-host and analyst, contributing to economic discussions and market commentary.
Neil Dutta
Co-host and economist, offering insights on macroeconomic trends and their market impacts.
Steve Pavlik
Co-host who provides technical analysis and economic insights.

Reviews

4.7 out of 5 stars from 135 ratings
  • 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 States5 months ago
  • Please improve your audio

    Content is great but the audio is awful and sometimes I choose not to listen because the audio is bad. Please fix it.

    Apple Podcasts
    3
    JanaintheUS
    United States9 months ago
  • Excellent!

    Terrific insights from smart people who analyze and follow the data, they don’t twist the data to fit a narrative.

    Apple Podcasts
    5
    Mars Ultima
    United States9 months ago

Listeners Say

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

Some listeners express a desire for improved audio quality.
There are concerns about political bias in the discussions, particularly around economic policies.
Positive feedback for the humor and engaging discussions amidst serious topics.
Listeners appreciate the hosts' expertise and insights on market dynamics.

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: 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.
RenMac Off-Script: Bubble Bandwagons
Q: Is there any evidence of pent up demand in the housing market from an economic standpoint that we can easily quantify?
Neil Dutta suggests there's not much pent up demand for housing as interest rates haven't reached a point to stimulate significant demand, despite builders sitting on unsold inventory.
RenMac Off-Script: Enough Bad to Be Good
Q: What's a good macro indicator to keep an eye on that represents a decent knock-cast?
There isn't a holy grail indicator; watching trend changes in employment, especially if there's a sudden drop in jobs, provides insight.
RenMac Off-Script: Shooting The Hostages
Q: How do you think about the overall health of the consumer when you factor in what housing and the car loan industry is saying?
There are signs of stress in certain areas and cracks in others, indicating a suboptimal outcome for consumer spending.
RenMac Legends Podcast with Michelle Meyer
Q: Where do things stand with the consumer right now in your mind?
Michelle discusses how consumer engagement remains strong despite uncertainties, highlighting the ongoing resilience in consumer spending.

Audience Metrics

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Frequently Asked Questions About RenMac

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

A focused examination of financial markets featuring insights from experts in economics, strategy, technical analysis, and policy. Each episode highlights current market dynamics, discusses recent economic data, and interprets the implications of government actions, particularly from the Federal Reserve. Analysts often reference global market trends and provide personal anecdotes, creating a relatable and engaging discussion around complex economic matters. Notably, the blend of humor and serious analysis creates an appealing format for both seasoned investors and those newer to market commentary.

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How many listeners does RenMac get?

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How many subscribers and views does RenMac have?

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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. The Compound and Friends
4. The Meb Faber Show - Better Investing
5. Forward Guidance

How many episodes of RenMac are there?

RenMac launched 6 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. Kelly Ann Shaw
2. Mike Santoli
3. Michelle Meyer
4. Sam Ro
5. Josh Brown
6. 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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