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: Shutdown Shenanigans
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RenMac Off-Script: Productivity Push or Problem
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RenMac Off-Script: Lack of Conviction
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RenMac Off-Script: Market Highs with Fed at Crossroads
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RenMac Mailbag Question Introduce
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RenMac Off-Script: Jobs Stumble as Gold Runs
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RenMac Off-Script: China Breakout & Fed Shakeout
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RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents
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RenMac Off-Script: Money Illusion
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RenMac Off-Script: Trump/Powell Play Chicken
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RenMac Off-Script: Summer Soft-Patch
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RenMac Off-Script: Don't Fist Fight the Fed
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RenMac Off-Script: Shutdown Surprise
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RenMac Off-Script: Tariff Tangle Reignited
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RenMac Off-Script: Payrolls, PMIs & Poolside Predictions
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RenMac Off-Script: The Apprentice: Fed Edition
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RenMac Off-Script: Is Tehran About to Eat a TACO?
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RenMac Off-Script: TDS Gives Way to IDF
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RenMac Off-Script: Caught in a Bad Bromance
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RenMac Off-Script: TACO: Tariffs Are Constitutional or Not
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RenMac Off-Script Podcast: More to Rates than U.S. Fiscal
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RenMac Off-Script Podcast: GOP Bond Boo-Boo?
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RenMac Off-Script: Holy Smokes
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RenMac Off-Script: Strategic Uncertainty
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RenMac Off-Script: Clock Ticking on Trade
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RenMac Off-Script: “You're Fired”?
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RenMac Off-Script: Bond Market Takes Hostages
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RenMac Off-Script: Obliteration Day
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RenMac Off-Script: Bad News Priced
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RenMac Off-Script: Tariffied
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RenMac Off-Script: Eggs-cellent
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RenMac Off-Script: A Weak Outlook Trump's Making Worse
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RenMac Off-Script: Policy Uncertainty
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RenMac Off-Script: Data and Industrials
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RenMac Off-Script: Valentine VAT
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RenMac Off-Script: Thin Kids At Fat Camp
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RenMac Off-Script: Tick-Tock Tariffs
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RenMac Off-Script: Inaugural Excoriation
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RenMac Off-Script: Inflation Sensation
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RenMac Off-Script: Yields Take Their Toll
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RenMac Off-Script: Uninspiring-ISMs
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RenMac Off-Script: Trump Bump or Slump
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RenMac Off-Script: Jay Sees Ghost of Christmas Past
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RenMac Off-Script: Bond Bull in a China Shop?
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RenMac Off-Script: Pardon the Payrolls
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RenMac Off-Script: Overconfident?
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RenMac Legends: A Conversation with Scott Bessent - (originally produced Feb 20...
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RenMac Off-Script: The Treasury Apprentice
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RenMac Off-Script: Solid but Cooling
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RenMac Off-Script: The Great Growth Re-Rate
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