RenMac

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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.

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Recent Episodes
  • RenMac Off-Script: “You're Fired”?
    Apr 18, 2025 – 35:10
  • RenMac Off-Script: Bond Market Takes Hostages
    Apr 11, 2025 – 50:43
  • RenMac Off-Script: Obliteration Day
    Apr 4, 2025 – 49:35
  • RenMac Off-Script: Bad News Priced
    Mar 28, 2025 – 36:50
  • RenMac Off-Script: Tariffied
    Mar 21, 2025 – 40:30
  • RenMac Off-Script: Eggs-cellent
    Mar 14, 2025 – 41:02
  • RenMac Off-Script: A Weak Outlook Trump's Making Worse
    Mar 7, 2025 – 33:22
  • RenMac Off-Script: Policy Uncertainty
    Feb 28, 2025 – 26:24
  • RenMac Off-Script: Data and Industrials
    Feb 21, 2025 – 30:50
  • RenMac Off-Script: Valentine VAT
    Feb 14, 2025 – 34:35
  • RenMac Off-Script: Thin Kids At Fat Camp
    Feb 7, 2025 – 35:20
  • RenMac Off-Script: Tick-Tock Tariffs
    Jan 31, 2025 – 35:40
  • RenMac Off-Script: Inaugural Excoriation
    Jan 24, 2025 – 31:52
  • RenMac Off-Script: Inflation Sensation
    Jan 16, 2025 – 21:21
  • RenMac Off-Script: Yields Take Their Toll
    Jan 10, 2025 – 17:13
  • RenMac Off-Script: Uninspiring-ISMs
    Jan 3, 2025 – 27:34
  • RenMac Off-Script: Trump Bump or Slump
    Dec 27, 2024 – 23:46
  • RenMac Off-Script: Jay Sees Ghost of Christmas Past
    Dec 20, 2024 – 25:19
  • RenMac Off-Script: Bond Bull in a China Shop?
    Dec 13, 2024 – 24:33
  • RenMac Off-Script: Pardon the Payrolls
    Dec 6, 2024 – 24:38
  • RenMac Off-Script: Overconfident?
    Nov 29, 2024 – 26:11
  • RenMac Legends: A Conversation with Scott Bessent - (originally produced Feb 2021)
    Nov 26, 2024 – 42:26
  • RenMac Off-Script: The Treasury Apprentice
    Nov 22, 2024 – 19:11
  • RenMac Off-Script: Solid but Cooling
    Nov 15, 2024 – 31:04
  • RenMac Off-Script: The Great Growth Re-Rate
    Nov 8, 2024 – 25:17
  • RenMac Off-Script: October Surprise
    Nov 1, 2024 – 31:01
  • RenMac Off-Script: Is Kamala Under-Valued?
    Oct 25, 2024 – 25:44
  • RenMac Off-Script: Banker in Training
    Oct 18, 2024 – 25:42
  • RenMac Off-Script: Trump Bump
    Oct 11, 2024 – 27:30
  • RenMac Off-Script: A Jobs Jolt
    Oct 4, 2024 – 26:23
  • RenMac Off-Script: China Turns
    Sep 27, 2024 – 19:44
  • RenMac Off-Script: Sticking the Landing
    Sep 20, 2024 – 22:53
  • RenMac Off-Script: Trump Takes De Bait
    Sep 13, 2024 – 18:38
  • RenMac Off-Script: Payrolls Pin 50
    Sep 6, 2024 – 27:22
  • RenMac Off-Script: Game Day Walk Thru
    Aug 30, 2024 – 17:04
  • RenMac Off-Script: Revisionist History
    Aug 23, 2024 – 31:52
  • RenMac Off-Script Podcast: Markets vs Media: Which One is Gaslighting?
    Aug 16, 2024 – 27:58
  • RenMac Off-Script Podcast: Claims, Cuts, and Complacency
    Aug 9, 2024 – 22:24
  • RenMac Off-Script: The Fed's Folly
    Aug 2, 2024 – 22:14
  • RenMac Off-Script: Markets are Oversold, but is Kamala Overbought?
    Jul 26, 2024 – 23:27
  • RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden?
    Jul 20, 2024 – 23:00
  • RenMac Off-Script: Everyone Biden Time: Rate Cuts to Politics
    Jul 12, 2024 – 24:51
  • RenMac Legends: A Conversation on the Labor Market with Guy Berger
    Jul 11, 2024 – 42:22
  • RenMac Legends: A Conversation with Walter Deemer
    Jul 6, 2024 – 22:50
  • RenMac Off-Script: Payrolls and Politics
    Jul 5, 2024 – 23:11
  • RenMac Off-Script: Debate & Switch?
    Jun 28, 2024 – 19:40
  • RenMac Off-Script: Biden's Burden
    Jun 21, 2024 – 23:16
  • RenMac Off-Script: The Fed Needs To Get On With It
    Jun 14, 2024 – 22:35
  • RenMac Off-Script: The Big Bull In Little China
    Jun 7, 2024 – 16:41
  • RenMac Off-Script: Conviction Conundrum
    May 31, 2024 – 18:05
Recent Reviews
  • JanaintheUS
    Please improve your audio
    Content is great but the audio is awful and sometimes I choose not to listen because the audio is bad. Please fix it.
  • Mars Ultima
    Excellent!
    Terrific insights from smart people who analyze and follow the data, they don’t twist the data to fit a narrative.
  • sp312_IOMT
    Good stuff
    Last star missing only because they could have better audio quality. Good recap of macro, markets and market news in less than 15 minute. The beefs in the other reviews — I hear a discussion on polarized topic done pragmatically and done by a well informed and very smart panel.
  • Investor69778
    Too politically biased
    Ridiculously politically biased. Lots of criticism of Harris and absolutely none on Trump. Lots of talk about conspiracy theories. Can’t believe these people would ever make clear and unbiased recommendations on investments with this type of analytical skills.
  • Saf27
    Cut the politics
    Love the Econ content but the political commentary is absurdly biased and cringeworthy. Either balance it or cut it out
  • Gokitson
    Best podcast!
    They know their stuff!
  • TAMMA Capital
    This show is on my must weekly listen list
    Neil and team offer insightful economic detail each week in plain English with a side of humor from time to time 😁. Their discussion points help me with the development of my portfolio management decisions for my family office.
  • podwrm
    One-sided political commentary
    Like the financial analysis, but the political commentary is very biased.
  • coachbillpro
    Macro-licious
    Jeff, Neil and Steve do a great job of cutting through the noise generated by the plethora of talking heads spewing regurgitated tropes to cover over their lack of knowledge of what is actually happening in the markets and in the economy. Each of the RenMac podcast team delivers a succinct summary of the prior week along with macro-based insight into the week ahead. And it’s just fun to hear Neil rip on economists.
  • Don Shimoda
    Actionable, market insight packed into 15 minutes or less.
    From macro and high-frequency data to technicals, these guys are all signal with very little noise…well done.
  • MichaelWjr
    My favorite investment podcast
    As a retail investor for over 30 years, who fired my last financial advisor over 8 years ago, this has become my favorite investment podcast in 2021. When sharing this with others, I tell my friends this is a great weekly podcast with market research guys with interviews and analysis from some successful investors.
  • Lec4q
    Don’t love the music
    The music is a little corny and distracting. While I appreciate you are trying to be folksy in talking about your weekends it’s also a little off putting /alienating since I’m listening to three wealthy guys speak. Your panel needs more diverse voices.
  • Rustynyc
    Informative and NOT dry
    This is clearly geared toward the institutional and sophisticated investor, but its good and entertaining, and these guys are obvious experts in their respective fields. I like the fact that its only about 10m, but covers key data.
  • William1376
    Well worth the time
    Distilling the week market events from the noise of talking heads and the uninformed. These guys have their fingers on the pulse of what’s up on Wall Street.
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