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
What's next for NVIDIA as scandal impacts the AI trade? RenMac examines the potential fallout for semiconductor leadership, tightening chip export controls, and why Jeff sees a tactical bounce rather than a lasting recovery. The team also discusses r... more
RenMac breaks down the accelerating selloff in semiconductors, why Jeff sees signs of forced liquidation but isn't convinced the market has reached a durable bottom, and how deteriorating credit conditions are threatening the AI trade. The team also ... more
RenMac breaks down the sharp reversal in AI stocks, why the Mag Seven are losing their grip on market leadership, and how 777 advancing stocks in the Russell 1000 signal a rotation into defensives despite weakness in the broader index. The team also ... more
RenMac breaks down why Thursday's tech wipeout looks like forced liquidation rather than a bottom, with semis and hardware stuck at 20-day lows, shorts covered but not yet reloaded, and credit stress creeping up the quality ladder. The team also disc... more
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Reviews
- One-sided political commentary
Like the financial analysis, but the political commentary is very biased. Just play Fox News for a few minutes instead of Steve Pavlick.
Apple Podcasts3podwrm
United States2 months ago - Lost a listener
Not cool making a “joke” about the man that was shot to death by ICE agents in Minneapolis.
Apple Podcasts1maybdihjlzUnited States9 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 States10 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 Statesa year ago - A+
This is the real All In podcast
Apple Podcasts5BDruhotUnited Statesa year ago
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Chart Rankings
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Apple Podcasts | #163 |  Spain/Business/Investing |
Apple Podcasts | #177 |  Poland/Business/Investing |
Apple Podcasts | #191 |  Colombia/Business/Investing |
Apple Podcasts | #240 |  South Korea/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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Which podcasts are similar to RenMac?
These podcasts share a similar audience with RenMac:
1. On The Tape with Danny Moses
2. Forward Guidance
3. Monetary Matters with Jack Farley
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. RiskReversal Pod
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. Guy Berger
2. Ara Kharazian
3. Henry Clay Ackley
4. Michael Allen
5. Kevin Muir
6. Howard Mason
7. Steve Miran
8. Alex Kantrowitz
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.