EPISODE · Apr 17, 2026 · 42 MIN
RenMac Off-Script: Can't Spell Allbirds w/o AI
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. The team debates AI-driven speculative behavior, a fragile consumer distorted by nominal spending and gas prices, housing that likely needs job losses to reset, and why markets are dismissing oil, policy, and Fed risks that haven’t hit earnings yet.We also welcome you to access “deGraaf: Fading the Fads” report: https://start.renmac.com/4-17-2026-fading-the-fads
What this episode covers
RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. The team debates AI-driven speculative behavior, a fragile consumer distorted by nominal spending and gas prices, housing that likely needs job losses to reset, and why markets are dismissing oil, policy, and Fed risks that haven’t hit earnings yet.We also welcome you to access “deGraaf: Fading the Fads” report: https://start.renmac.com/4-17-2026-fading-the-fads
NOW PLAYING
RenMac Off-Script: Can't Spell Allbirds w/o AI
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.