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Inflation
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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

Commodity Context founder Rory Johnston joins the RenMac Off-Script team to discuss escalating attacks in the Strait of Hormuz and why a prolonged disruption could remove up to 20% of global oil supply and push oil to $200. The team breaks down why m... more

RenMac breaks down how the Iran conflict and rising oil prices are colliding with an already softening labor market and late-cycle market dynamics. The team discusses the “Hamilton Trigger” for energy, February’s weak jobs report, why the Fed may str... more

RenMac breaks down why light tax refunds and narrow consumption growth are challenging the bullish economic narrative, even as AI capex continues to carry investment. The team explores falling Treasury yields despite “good” data, extreme tech momentu... more

RenMac breaks down a market that’s still trending higher but losing momentum, as 2-year yields flirt with cycle lows and leadership rotates between cyclicals and defensives. The team discusses why GDP and inflation prints are being distorted by the s... more

Key Facts

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Recent Guests

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
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 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 148 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 States2 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 States2 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 States4 months ago
  • A+

    This is the real All In podcast

    Apple Podcasts
    5
    BDruhot
    United States4 months ago
  • What a douche

    High school was great

    Apple Podcasts
    5
    Seattle_99
    United States6 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.

Talking Points

Recent interactions between the hosts and their guests.

RenMac Off-Script: Is The Bull Case &@#% !?
Q: How big a risk is a slowdown in AI-related compacts become a drag on growth and potentially tipping the US into recession this year?
The discussion highlighted that while there are concerns regarding the impact of slower AI growth on the economy, it's also crucial to consider other under-appreciated risks and the potential for market adjustments.
RenMac Off-Script: Credit Concerns
Q: How do you think high-yield bonds, high-yield ETFs could be the canary in the coal mine?
High-yield credit isn't necessarily systemic yet, but it's important to keep an eye on private equity names as they are vulnerable and may signal broader issues in the market.
RenMac Off-Script: Big Tech Faces Capex Conundrum
Q: What happened this past week in the market?
This week, big announcements came from the Magnificent 7 tech companies regarding huge increases in CapEx for AI build-outs, which initially would have been celebrated, but now the market is more cautious due to high valuations and required proofs of returns on such investments.
RenMac Off-Script: Inflation Hits the Slopes
Q: What are your thoughts on the Vanguard suggestion to switch from a 60 to 40 portfolio to a 40 to 60 portfolio?
Jeff highlighted that this suggestion, while based on historical analysis, may not be suitable due to biases and market changes, emphasizing their own dynamic asset allocation model.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Professions
Age Range
Household Income
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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?

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How many listeners does RenMac get?

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What are the audience demographics for RenMac?

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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. Odd Lots
2. Masters in Business
3. Capital Allocators – Inside the Institutional Investment Industry
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Exchanges

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.

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What guests have appeared on RenMac?

Recent guests on RenMac include:

1. Rory Johnston
2. Sara Eisen
3. Nick Timiraos
4. Kelly Ann Shaw
5. Mike Santoli
6. Michelle Meyer
7. Sam Ro
8. Josh Brown

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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