Episodios

  • RenMac Off-Script: Tariff Tangle Reignited

    RenMac Off-Script: Tariff Tangle Reignited
    Jul 11 2025
    RenMac’s crew dives into recent tariff announcements, the unpriced probability of a U.S. Govt shutdown in October, Momentum vs Beta, Fed’s stance on interest rates and surface level employment data, Bitcoin’s breakout and vacationing in Medellin in the summer.
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    35 m
  • RenMac Off-Script: Payrolls, PMIs & Poolside Predictions

    RenMac Off-Script: Payrolls, PMIs & Poolside Predictions
    Jul 4 2025
    RenMac dives into the July 4th weekend with a fresh look at the payroll surprise, Fed expectations, the global PMI paradox, and whether the market can stomach high rates. Neil unpacks sluggish job growth beneath the headline beat, Jeff outlines the capex-driven cyclicals leading the rally, and the crew debates whether PMIs and yield curves have lost their forecasting mojo. Plus: why financials might shine, how real yields shape allocation, and yes—cucumber gin makes another cameo.
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    27 m
  • RenMac Off-Script: The Apprentice: Fed Edition

    RenMac Off-Script: The Apprentice: Fed Edition
    Jun 27 2025
    RenMac discusses the case to be made for the next Fed chair, the latest on crude oil, the Middle East, July’s seasonal strength, the perceived disconnect between markets and the economy and the reality of that perception, along with a suggested golf handicap adjustment.
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    36 m
  • RenMac Off-Script: Is Tehran About to Eat a TACO?

    RenMac Off-Script: Is Tehran About to Eat a TACO?
    Jun 20 2025
    RenMac walks through this week’s Fed decision, Iran’s exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbought condition in oil and the momentum in financials.
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    36 m
  • RenMac Off-Script: TDS Gives Way to IDF

    RenMac Off-Script: TDS Gives Way to IDF
    Jun 13 2025
    RenMac Discusses TDS (Tariff Derangement Syndrome) giving way to IDF (Israeli Defense Forces), message out of real-rates, the employment picture, trajectory of the Fed, breakout in precious metals and Tuesday’s Senate bill on stablecoin.
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    33 m
  • RenMac Off-Script: Caught in a Bad Bromance

    RenMac Off-Script: Caught in a Bad Bromance
    Jun 6 2025
    RenMac discusses the latest payroll print and why the Fed may use it to stay on the sidelines, the improvement in small-cap performance, the call between Xi and Trump, and the implications of the fallout between Musk and Trump.
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    26 m
  • RenMac Off-Script: TACO: Tariffs Are Constitutional or Not

    RenMac Off-Script: TACO: Tariffs Are Constitutional or Not
    May 30 2025
    RenMac discuss the latest developments on the tariff front, the administration’s multiple avenues to pursue their trade agenda, the slowing in the labor and housing markets, and the nuance behind the adage of “sell in May and go away.”
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    33 m
  • RenMac Off-Script Podcast: More to Rates than U.S. Fiscal

    RenMac Off-Script Podcast: More to Rates than U.S. Fiscal
    May 23 2025
    RenMac talks government bonds, the divergence in the $ and rates, the global repudiation of government debt, and the implications, Bitcoin’s new high, Trump’s tax bill, and the importance of momentum from this point forward.
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    37 m