
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 | BusinessInvesting | |||

Former Fed Vice Chair Rich Clarida joins the RenMac Off-Script team to discuss the evolving Fed reaction function amid a potential transition to a Warsh-led regime and why markets are struggling to price policy. The team breaks down how Middle East d... more
RenMac breaks down a noisy March payrolls report that’s sending the wrong signal to the Fed, why markets may be misreading a slowing nominal economy, and how rising real rates—not inflation fears—are driving the recent repricing in risk assets. The t... more
Former U.S. National Security official Michael Allen joins the RenMac Off-Script team to discuss escalating tensions in the Strait of Hormuz and why reestablishing control is critical to global energy markets and U.S. strategic credibility. The team ... more
RenMac breaks down how quadruple witching and gamma dynamics could amplify near-term volatility as markets reprice a fragile macro environment. The team unpacks an oil-driven supply shock colliding with sticky inflation and softening growth, why cent... more
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Not cool making a “joke” about the man that was shot to death by ICE agents in Minneapolis.
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.
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!!!
This is the real All In podcast
High school was great
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #247 |
Recent interactions between the hosts and their guests.
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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.
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4. Forward Guidance
5. RiskReversal Pod
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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Recent guests on RenMac include:
1. Michael Allen
2. Rory Johnston
3. Sara Eisen
4. Nick Timiraos
5. Kelly Ann Shaw
6. Mike Santoli
7. Michelle Meyer
8. Sam Ro
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