
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 ... more
| Publishes | Weekly | Episodes | 517 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

RenMac unpacks the market fallout from Kevin Warsh emerging as the leading Fed chair candidate, the risks building in parabolic trades like gold and crypto and why sentiment extremes and “hair-trigger” psychology make these trades vulnerable to sharp... more
RenMac digs into the growing political stakes around the Fed chair decision, why global yields—especially in Japan—are reshaping risk appetite, and how improving breadth, regional banks, and small caps point to healthier market internals. The team al... more
RenMac recaps key takeaways from the firm’s 2026 Investor Forum, where stronger near-term data clashes with persistent weakness in housing and labor. Dutta argues inflation pressures continue to ease and deGraaf explains why that cooling inflation, i... more
RenMac digs into a complicated January jobs report that dampens near-term rate-cut expectations as Dutta warns that unemployment risks are rising beneath stable headlines, while deGraaf points to an updated Market Cycle Clock, falling yields and tren... more
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Notable fall off in quality since Trump returned to the White House and Dutta has been in full time audition mode for a role at the Fed and / or Treasury. Back to a five star review if you can convince your economist to drop the five mins he spends each episode talking how DJT has owned the libs this week.
These guys are money. Neil gives great nuanced view of economic data, and Jeff’s decades of experience provides insight into how Wall St works and what drives markets (hint: it’s usually not the economy). Pavlick wraps up the details of whats happening in washington, and talked about Govt shut down in July before anyone thought it possible!!!
This is the real All In podcast
High school was great
i like when jeff moderated
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #115 |
Recent interactions between the hosts and their guests.
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A financial podcast featuring insightful discussions from prestigious Wall Street experts focusing on macroeconomic commentary, market dynamics, and policy implications. Episodes cover a broad range of pressing topics including geopolitical events, consumer behavior, Federal Reserve policies, and intricate market analysis, providing listeners with a blend of actionable insights and engaging narratives. This podcast is distinguished by its commitment to exploring the intersections of finance and policy, making complex themes accessible and relevant to both professional and individual investors.
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RenMac launched 7 years ago and published 517 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on RenMac include:
1. Nick Timiraos
2. Kelly Ann Shaw
3. Mike Santoli
4. Michelle Meyer
5. Sam Ro
6. Josh Brown
7. Walter Deemer
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