RenMac
Jeff deGraaf, Neil Dutta, & Stephen Pavlick
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 not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments o...
Episodes (311)
RenMac Off-Script: The Great Separation
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RenMac Off-Script: Hormuz, Hyperscalers & the Market*
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RenMac Off-Script: Fed Swallows Whistle
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RenMac Off-Script: Breaking Glass
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RenMac Off-Script: Total Eclipse of the Hike
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RenMac Off-Script: Forecasts > Feelings*
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RenMac Off-Script: Warsh Case Scenario
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RenMac Off-Script: The First Crack
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RenMac Off-Script: Memorandum of Misunderstanding
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RenMac Off-Script: Redistributing the Oxygen*
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RenMac Off-Script: State of the Fed Disunion
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RenMac Off-Script: Flying Blind
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RenMac Off-Script: Warsh Lets the Hawks Fly
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RenMac Off-Script: Rocket Man
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RenMac Off-Script: Small Ball
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RenMac Off-Script: Shoot ‘em in the Back
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RenMac Off-Script: Seeking Crypto Clarity
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RenMac Off-Script: Around the World with Ozan
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RenMac Off-Script: Fine… For Now
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RenMac Off-Script: RenMac’s Breadth Problem
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RenMac Off-Script: Burden Is On The Bears
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RenMac Off-Script: Can't Spell Allbirds w/o AI
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RenMac Off-Script: Clarida Gives RenMac Clarity
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RenMac Off-Script: Good Friday & Dark Crosses
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RenMac Off-Script: Strait Talk*
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RenMac Off-Script: Fear Factor(s)
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RenMac Off-Script: Escort No Shows & Stripper Wells*
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RenMac Off-Script: Crude Awakening
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RenMac Off-Script: Is The Bull Case &@#% !?
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RenMac Off-Script: Credit Concerns
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RenMac Off-Script: AI Bifurcation
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RenMac Off-Script: Big Tech Faces Capex Conundrum
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RenMac Off-Script: Warsh Your Hands
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RenMac Off-Script: Mysterious Market Reactions
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RenMac Off-Script: Live From The Edge
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RenMac Off-Script: Big Oil: Pump for Trump
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RenMac Off-Script: Inflation Hits the Slopes
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RenMac Off-Script: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + W...
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RenMac Off-Script: Data Gone Wiles
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RenMac Off-Script: Fed Forecast Folly*
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RenMac Off-Script: Why The Maestro Matters
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RenMac Off-Script: Stewie Can't Be Fed Chair
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RenMac Off-Script: Tequila Soaked Nights
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RenMac Off-Script: Trad(ing) Tensions
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RenMac Off-Script: A Probabilities Business
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RenMac Off-Script: Enough Bad to Be Good
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RenMac Off-Script: Bubble Bandwagons
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RenMac Off-Script: Shooting The Hostages
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RenMac Legends Podcast with Michelle Meyer
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RenMac Off-Script: The Golden Age
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