
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 | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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
RenMac welcomes CNBC’s Mike Santoli to unpack the market’s bullish resilience amid growing macro cracks. The team debates Powell’s “hawkish cut” and its hit to mortgage rates, why housing remains in recession despite Fed easing, and how the AI boom i... more
RenMac breaks down a cooler-than-expected CPI print that cements the case for further Fed cuts and tempers tariff-fueled inflation fears. Neil dissects how weak rents and slowing jobs are driving disinflation, while Jeff explores the anatomy of bubbl... more
RenMac unpacks rising credit concerns as regional bankswobble and private equity stress builds, contrasting credit risk with last year’s duration scare. Jeff draws upon lessons from Sir Isaac Newton’s South Sea bubble FOMO as today’s liquidity and AI... more
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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.
Content is great but the audio is awful and sometimes I choose not to listen because the audio is bad. Please fix it.
Terrific insights from smart people who analyze and follow the data, they don’t twist the data to fit a narrative.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #122 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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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Recent guests on RenMac include:
1. Mike Santoli
2. Michelle Meyer
3. Sam Ro
4. Josh Brown
5. Walter Deemer
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