RenMac Off-Script: Rocket Man
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac breaks down the SpaceX IPO frenzy, why history suggests caution around the most anticipated market debuts, and how stronger inflation and labor data are shifting the Fed conversation toward a more hawkish stance. The team also discusses private credit liquidity concerns, rising real rates, the Iran outlook, and whether market leadership is finally broadening beyond a handful of crowded trades
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How long is this episode of RenMac?
This episode is 49 minutes long.
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This episode was published on June 12, 2026.
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