RenMac Off-Script: AI Bifurcation
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac unpacks cooler inflation that keeps Fed cuts in play just as rising job anxiety and narrow hiring trends point to softer labor conditions beneath the surface. The team debates the growing AI vs. non-AI market bifurcation, fragile tech momentum, tight credit spreads versus private credit stress, tariff maneuvering around chips and Taiwan, and what housing, manufacturing, and D.C. drama signal for markets ahead.
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How long is this episode of RenMac?
This episode is 32 minutes long.
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This episode was published on February 13, 2026.
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