EPISODE · Mar 20, 2026 · 41 MIN
RenMac Off-Script: Fear Factor(s)
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac breaks down how quadruple witching and gamma dynamics could amplify near-term volatility as markets reprice a fragile macro environment. The team unpacks an oil-driven supply shock colliding with sticky inflation and softening growth, why central banks don’t look through energy shocks, and the cracks forming in credit and leveraged financials.
What this episode covers
RenMac breaks down how quadruple witching and gamma dynamics could amplify near-term volatility as markets reprice a fragile macro environment. The team unpacks an oil-driven supply shock colliding with sticky inflation and softening growth, why central banks don’t look through energy shocks, and the cracks forming in credit and leveraged financials.
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RenMac Off-Script: Fear Factor(s)
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