
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 | |||

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
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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 | #157 |
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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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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
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. Rory Johnston
2. Sara Eisen
3. Nick Timiraos
4. Kelly Ann Shaw
5. Mike Santoli
6. Michelle Meyer
7. Sam Ro
8. Josh Brown
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