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
Former U.S. National Security official Michael Allen rejoins the RenMac Off-Script team to discuss the prolonged standoff in the Strait of Hormuz, why oil prices have remained surprisingly contained, and how the conflict is testing U.S. military capa... more
RenMac is joined this week by Kevin Muir, author of The Macro Tourist and co-host of The Market Huddle podcast to discuss why the Fed has run out of room to move before the midterms and what that means for bonds, gold, and the AI trade. The team expl... more
RenMac breaks down Treasury's move to double its long-end liquidity support ops to $4 billion, its turn from plumbing to arguing yields don't reflect fundamentals and how bill-funding those buys lands them on the Fed's sheet. The team also discusses ... more
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
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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 States8 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 States10 months ago - A+
This is the real All In podcast
Apple Podcasts5BDruhotUnited States10 months ago - What a douche
High school was great
Apple Podcasts5Seattle_99United Statesa year ago
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Apple Podcasts | #212 |  South Korea/Business/Investing |
Apple Podcasts | #235 |  Austria/Business/Investing |
Apple Podcasts | #240 |  Poland/Business/Investing |
Apple Podcasts | #243 |  Colombia/Business/Investing |
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Frequently Asked Questions About RenMac
What is RenMac about and what kind of topics does it cover?
Macro-focused market briefings feature a rotating panel of Wall Street analysts who dissect policy, inflation dynamics, Fed signaling, and macro-driven market leadership. Episodes mix data-driven debate with real-time policy interpretation, covering topics from AI and tech's impact on productivity to crypto regulation and geopolitical developments. The tone blends rigorous analysis with practical portfolio takeaways, short runtimes, and occasional lighter banter, making it a fit for professionals who want concise, signal-driven views on how policy, rates, and macro trends shape markets.
A few aspects stand out: a steady emphasis on policy signals (especially Fed communications and inflation measures), a willingness to challenge assumptions... more
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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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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 Meb Faber Show - Better Investing
4. Forward Guidance
5. Monetary Matters with Jack Farley
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. Kevin Muir
2. Steve Miran
3. Alex Kantrowitz
4. Howard Mason
5. Kevin Dempter
6. Zach Pandl
7. Ozan Korman Tarman
8. Rich Clarida
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