RenMac
A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fridays
266 Episodes
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RenMac Off-Script: The Apprentice: Fed Edition
Published: 6/27/2025 -
RenMac Off-Script: Is Tehran About to Eat a TACO?
Published: 6/20/2025 -
RenMac Off-Script: TDS Gives Way to IDF
Published: 6/13/2025 -
RenMac Off-Script: Caught in a Bad Bromance
Published: 6/6/2025 -
RenMac Off-Script: TACO: Tariffs Are Constitutional or Not
Published: 5/30/2025 -
RenMac Off-Script Podcast: More to Rates than U.S. Fiscal
Published: 5/23/2025 -
RenMac Off-Script Podcast: GOP Bond Boo-Boo?
Published: 5/16/2025 -
RenMac Off-Script: Holy Smokes
Published: 5/9/2025 -
RenMac Off-Script: Strategic Uncertainty
Published: 5/2/2025 -
RenMac Off-Script: Clock Ticking on Trade
Published: 4/25/2025 -
RenMac Off-Script: “You're Fired”?
Published: 4/18/2025 -
RenMac Off-Script: Bond Market Takes Hostages
Published: 4/11/2025 -
RenMac Off-Script: Obliteration Day
Published: 4/4/2025 -
RenMac Off-Script: Bad News Priced
Published: 3/28/2025 -
RenMac Off-Script: Tariffied
Published: 3/21/2025 -
RenMac Off-Script: Eggs-cellent
Published: 3/14/2025 -
RenMac Off-Script: A Weak Outlook Trump's Making Worse
Published: 3/7/2025 -
RenMac Off-Script: Policy Uncertainty
Published: 2/28/2025 -
RenMac Off-Script: Data and Industrials
Published: 2/21/2025 -
RenMac Off-Script: Valentine VAT
Published: 2/14/2025
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 or to participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in this document. The information is not intended to be a complete statement or summary of the markets, economy or other developments referred to in the Podcast Audio Show. Any opinions expressed in this Podcast Audio Show may change without notice. Any statements contained in this Podcast Audio Show attributed to a third party represent RenMac's interpretation of the data, information and/or opinions provided by that third party either publicly or through a subscription service, and such use and interpretation have not been reviewed by the third party.Nothing in this Podcast Audio Show constitutes a representation that any investment strategy or recommendation is suitable or appropriate to an investor’s individual circumstances or otherwise constitutes a personal recommendation. Investments involve risks, and investors should exercise prudence and their own judgment in making their investment decisions. The value of any investment may decline due to factors affecting the securities markets generally or particular industries. Past performance is not indicative of future results. Neither RenMac nor any of its directors, employees or agents accepts any liability for any loss (including investment loss) or damage arising out of the use of all or any of the information.Any information stated in this Podcast Audio Show is for information purposes only and does not represent valuations for individual securities or other financial instruments. Different assumptions by RenMac or any other source may yield substantially different results. The analysis contained in this document is based on numerous assumptions and are not all inclusive. Copyright © Renaissance Macro Research, LLC. 2019. All rights reserved. All material presented in this Podcast Audio Show, unless specifically indicated otherwise, is under copyright to Renaissance Macro Research, LLC. None of the material, nor its content, nor any copy of it, may be altered in any way, or transmitted to or distributed to any other party, without the prior express written permission of Renaissance Marco Research, LLC.
