RenMac Off-Script: Flying Blind
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac breaks down a hawkish shift from the Fed and why higher real yields are reshaping market leadership beneath the surface. The team discusses Treasury Secretary Scott Bessent's economic agenda, the rotation away from the Mag 7, mounting stress in private credit, the outlook for Iran and oil prices, and why improving market breadth is encouraging—but not yet an all-clear signal
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How long is this episode of RenMac?
This episode is 37 minutes long.
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This episode was published on June 26, 2026.
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