All Episodes

RenMac Off-Script: The Great Separation

RenMac Off-Script: Hormuz, Hyperscalers & the Market*

RenMac Off-Script: Fed Swallows Whistle

RenMac Off-Script: Breaking Glass

RenMac Off-Script: Total Eclipse of the Hike

RenMac Off-Script: Forecasts > Feelings*

RenMac Off-Script: Warsh Case Scenario

RenMac Off-Script: The First Crack

RenMac Off-Script: Memorandum of Misunderstanding

RenMac Off-Script: Redistributing the Oxygen*

RenMac Off-Script: State of the Fed Disunion

RenMac Off-Script: Flying Blind

RenMac Off-Script: Warsh Lets the Hawks Fly

RenMac Off-Script: Rocket Man

RenMac Off-Script: Small Ball

RenMac Off-Script: Shoot ‘em in the Back

RenMac Off-Script: Seeking Crypto Clarity

RenMac Off-Script: Around the World with Ozan

RenMac Off-Script: Fine… For Now

RenMac Off-Script: RenMac’s Breadth Problem

RenMac Off-Script: Burden Is On The Bears

RenMac Off-Script: Can't Spell Allbirds w/o AI

RenMac Off-Script: Clarida Gives RenMac Clarity

RenMac Off-Script: Good Friday & Dark Crosses

RenMac Off-Script: Strait Talk*

RenMac Off-Script: Fear Factor(s)

RenMac Off-Script: Escort No Shows & Stripper Wells*

RenMac Off-Script: Crude Awakening

RenMac Off-Script: Is The Bull Case &@#% !?

RenMac Off-Script: Credit Concerns

RenMac Off-Script: AI Bifurcation

RenMac Off-Script: Big Tech Faces Capex Conundrum

RenMac Off-Script: Warsh Your Hands

RenMac Off-Script: Mysterious Market Reactions

RenMac Off-Script: Live From The Edge

RenMac Off-Script: Big Oil: Pump for Trump

RenMac Off-Script: Inflation Hits the Slopes

RenMac Off-Script: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + What’s on Tap For ‘26

RenMac Off-Script: Data Gone Wiles

RenMac Off-Script: Fed Forecast Folly*

RenMac Off-Script: Why The Maestro Matters

RenMac Off-Script: Stewie Can't Be Fed Chair

RenMac Off-Script: Tequila Soaked Nights

RenMac Off-Script: Trad(ing) Tensions

RenMac Off-Script: A Probabilities Business

RenMac Off-Script: Enough Bad to Be Good

RenMac Off-Script: Bubble Bandwagons

RenMac Off-Script: Shooting The Hostages

RenMac Legends Podcast with Michelle Meyer

RenMac Off-Script: The Golden Age

RenMac Off-Script: Shutdown Shenanigans

RenMac Off-Script: Productivity Push or Problem

RenMac Off-Script: Lack of Conviction

RenMac Off-Script: Market Highs with Fed at Crossroads

RenMac Mailbag Question Introduce

RenMac Off-Script: Jobs Stumble as Gold Runs

RenMac Off-Script: China Breakout & Fed Shakeout

RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

RenMac Off-Script: Money Illusion

RenMac Off-Script: Trump/Powell Play Chicken

RenMac Off-Script: Summer Soft-Patch

RenMac Off-Script: Don't Fist Fight the Fed

RenMac Off-Script: Shutdown Surprise

RenMac Off-Script: Tariff Tangle Reignited

RenMac Off-Script: Payrolls, PMIs & Poolside Predictions

RenMac Off-Script: The Apprentice: Fed Edition

RenMac Off-Script: Is Tehran About to Eat a TACO?

RenMac Off-Script: TDS Gives Way to IDF

RenMac Off-Script: Caught in a Bad Bromance

RenMac Off-Script: TACO: Tariffs Are Constitutional or Not

RenMac Off-Script Podcast: More to Rates than U.S. Fiscal

RenMac Off-Script Podcast: GOP Bond Boo-Boo?

RenMac Off-Script: Holy Smokes

RenMac Off-Script: Strategic Uncertainty

RenMac Off-Script: Clock Ticking on Trade

RenMac Off-Script: “You're Fired”?

RenMac Off-Script: Bond Market Takes Hostages

RenMac Off-Script: Obliteration Day

RenMac Off-Script: Bad News Priced

RenMac Off-Script: Tariffied

RenMac Off-Script: Eggs-cellent

RenMac Off-Script: A Weak Outlook Trump's Making Worse

RenMac Off-Script: Policy Uncertainty

RenMac Off-Script: Data and Industrials

RenMac Off-Script: Valentine VAT

RenMac Off-Script: Thin Kids At Fat Camp

RenMac Off-Script: Tick-Tock Tariffs

RenMac Off-Script: Inaugural Excoriation

RenMac Off-Script: Inflation Sensation

RenMac Off-Script: Yields Take Their Toll

RenMac Off-Script: Uninspiring-ISMs

RenMac Off-Script: Trump Bump or Slump

RenMac Off-Script: Jay Sees Ghost of Christmas Past

RenMac Off-Script: Bond Bull in a China Shop?

RenMac Off-Script: Pardon the Payrolls

RenMac Off-Script: Overconfident?

RenMac Legends: A Conversation with Scott Bessent - (originally produced Feb 2021)

RenMac Off-Script: The Treasury Apprentice

RenMac Off-Script: Solid but Cooling

RenMac Off-Script: The Great Growth Re-Rate

RenMac Off-Script: October Surprise

RenMac Off-Script: Is Kamala Under-Valued?

RenMac Off-Script: Banker in Training

RenMac Off-Script: Trump Bump

RenMac Off-Script: A Jobs Jolt

RenMac Off-Script: China Turns

RenMac Off-Script: Sticking the Landing

RenMac Off-Script: Trump Takes De Bait

RenMac Off-Script: Payrolls Pin 50

RenMac Off-Script: Game Day Walk Thru

RenMac Off-Script: Revisionist History

RenMac Off-Script Podcast: Markets vs Media: Which One is Gaslighting?

RenMac Off-Script Podcast: Claims, Cuts, and Complacency

RenMac Off-Script: The Fed's Folly

RenMac Off-Script: Markets are Oversold, but is Kamala Overbought?

RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden?

RenMac Off-Script: Everyone Biden Time: Rate Cuts to Politics

RenMac Legends: A Conversation on the Labor Market with Guy Berger

RenMac Legends: A Conversation with Walter Deemer

RenMac Off-Script: Payrolls and Politics

RenMac Off-Script: Debate & Switch?

RenMac Off-Script: Biden's Burden

RenMac Off-Script: The Fed Needs To Get On With It

RenMac Off-Script: The Big Bull In Little China

RenMac Off-Script: Conviction Conundrum

RenMac Off-Script: Nvidia’s Scary Shadow Over S&P

RenMac Off-Script: Debate Bait

RenMac Off-Script Podcast: Consumer Conundrums

RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed

RenMac Off-Script: Closer To The End?

RenMac Off-Script: 3 Pillars of a Low

RenMac Off-Script: Cuts Delayed Not Derailed

RenMac Off-Script: Payrolls Eclipse the Bears

RenMac Off-Script Podcast: Powell Told Us What He Told Us

RenMac Off-Script Podcast: Political & Productivity Paradox

RenMac Legends: A Conversation with Ethan Harris

RenMac Off-Script Podcast: TikTok Trade

RenMac Off-Script: Bullish Zone

RenMac Off-Script: Momentum Vs. Beta

RenMac Off-Script: Fiscal and Fed Fiasco

RenMac Off-Script: No-mentum

RenMac Off-Script: How Much Did Hur Hurt Biden?

RenMac Off-Script: A Flukey Month

RenMac Off-Script: Extreme Options

RenMac Off-Script: Retail Sales & Retail Politics

RenMac Off-Script: Canceling That 70s Show

RenMac Off-Script: Payrolls Point To Productivity

RenMac Off-Script: Yes, There is a Santa Clause

RenMac Off-Script: Trash vs. Treasure

RenMac Off-Script: Escape Velocity

RenMac Off-Script: Entrenched Disinflation

RenMac Off-Script: Fed Cuts: When NOT If

RenMac Off-Script: Yield Dependency

RenMac Off-Script: Inflation Affirmation

RenMac Off-Script: Losing Control

RenMac Off-Script: Nonlinear Risks

RenMac Off-Script: Fed vs. GDP

RenMac Off-Script: Don’t Follow the Easy Path

RenMac Off-Script: House of Horrors

RenMac Off-Script: Grasping At Straws

RenMac Off-Script: Cracking Gold

RenMac Off-Script: No Capitulation

RenMac Off-Script: 3Ss (Shutdown, Strike, and Student Loans)

RenMac Off-Script: Fed Following Financial Flow

RenMac Off-Script: Data Deluge

RenMac Off-Script: Fireworks in Russia not the GOP Debate

RenMac Off-Script: Retail Robustness

RenMac Off-Script: Suckers for a Soft-Landing?

RenMac Off-Script: Still In The Woods

RenMac Off-Script: Precision vs. Accuracy

RenMac Off-Script: Betting on Beta

RenMac Off-Script: Lower Inflation = Less Fed Pressure

RenMac Off-Script: Keeping Dry Powder

RenMac Off-Script: Bull Boost

RenMac Off-Script: Powell’s Performance

RenMac Off-Script: The Powell Pause

RenMac Off-Script: Incrementally Capitulating

RenMac Off-Script: Plenty of Payrolls

RenMac Off-Script: Ronning For President

RenMac Off-Script: Debt Limit Diffused

RenMac Off-Script: Debt Limit Drama

RenMac Off-Script: Confidence Game

RenMac Off-Script: Logic Isn’t Truth

RenMac Off-Script: Homebuilder Highs

RenMac Off-Script: M2’s Declining Relevance

RenMac Off-Script: Jobs Give Fed Benefit of Time

RenMac Off-Script: Ham Sandwiches Can Be Indicted

RenMac Off-Script: No Middle Ground in a Banking ‘Crisis’

RenMac Off-Script: Banking March Madness

RenMac Off-Script: Neutral Needs To Be Higher

RenMac Off-Script: Psyched for Cyclicality

RenMac Off-Script: An Anniversary Not Worth Celebrating

RenMac Off-Script: February Can’t Cool the Data

RenMac Off-Script: Great Expectations

RenMac Off-Script: Trust the Thrust

RenMac Off-Script: Unlikely to Spontaneously Combust

RenMac Off-Script: Tilting Towards Cyclicality

RenMac Off-Script: Soft now, hard later?

RenMac Off-Script: How Low Can You Go?

RenMac Off-Script: On the Recession Train Too Soon

RenMac Off-Script: Tis the Seasonal

RenMac Off-Script: Payrolls, Powell & PMI

RenMac Off-Script: MAGA is Nada

RenMac Off-Script: Election and Inflation Surprises

RenMac Off-Script: Why Midterms Matter For The Fed

RenMac Off-Script: Breaking the Markets is Easier than the Economy

RenMac Off-Script: This Time Is Different

RenMac Off-Script: Powell’s Pivot Pushed?

RenMac Off-Script: Payroll Print Won’t Prompt Powell Pivot

RenMac Off-Script: What’s the Bull Case

RenMac Off-Script: So Far, Not So Good

RenMac Off-Script: Claims vs Commodities

RenMac Off-Script: Offsides Overcompensation

RenMac Off-Script: Paying More For Less

RenMac Off-Script: Jackson Hole or Black Hole

RenMac Off-Script: Rainy Days In Vegas & For The GOP

RenMac Off-Script: A Summer of Skeptics

RenMac Off-Script: Higher Highs and Lower Lows

RenMac Off-Script: Slowdown vs. Recession

RenMac Off-Script: European Blowback Hits U.S.

RenMac Off-Script: Staring into the Abyss

RenMac Off-Script: The Fed’s Hall of Mirrors

RenMac Off-Script: Recession Preferable To Inflation

RenMac Off-Script: Fed Up With The Fed

RenMac Off-Script: Powell Panics

RenMac Off-Script: Inflation: Peak or Plateau?

RenMac Off-Script: Another Goldilocks Jobs Report

RenMac Off-Script: Can Powell Pull A Maverick?

RenMac Off-Script: Markets Utter the “R” Word

RenMac Off-Script: A Peek at Peak Inflation

RenMac Off-Script: Economy Looking Better as Markets Look Worse

RenMac Off-Script: Good Signs In Bad GDP Report

RenMac Off-Script: Popping Bullard’s Balloon

RenMac Off-Script: Mimosas and the Fed

RenMac Off-Script: Donna Summer is Dancing

RenMac Off-Script: Inflation Domination

RenMac Off-Script: If Powell Was A Pilot

RenMac Off-Script: Inflation: The Russian Excuse

RenMac Off-Script: Inflation Boom Persists

RenMac Off-Script: Hiking Into a Boom

RenMac Off-Script: Inflation Nation

RenMac Off-Script: Economy Is Learning To Live With COVID

RenMac Off-Script: Returns Drive Flows

RenMac Off-Script: “Minor Incursion” Has Major Consequences

RenMac Off-Script: I’ve Had a Bad Days, but Not Like Biden

RenMac Off-Script: Focus on the Fed

RenMac Off-Script: That Damned Yield Curve

RenMac Off-Script: Powell Needs a Big Stick

RenMac Off-Script: Data Won’t Dissuade Fed

RenMac Legends: A Conversation with Moz Afzal

RenMac Off-Script: Politicizing The Fed

RenMac Off-Script: Powell Will Need a Stiff Spine

RenMac Off-Script: Economy and Markets Melt Up In Q4

RenMac Legends: A Conversation with David Fingold

RenMac Off-Script: D’s Fumble in the Red Zone

RenMac Off-Script: Inflation’s Flame Burning Powell’s Fingers

RenMac Off-Script: Putin Is World’s Most Powerful Man

RenMac Off-Script: Payrolls Won’t Dissuade the Fed

RenMac Off-Script: Self-inflicted Wounds from Washington

RenMac Off-Script: Powell Pushes Yields

RenMac Legends: A Conversation with Mike Masters

RenMac Off-Script: Consumer Not Yet Exhausted

RenMac Off-Script: Biden Top-Ticks COVID

RenMac Off-Script: Payrolls and Approval

RenMac Off-Script: A D.C. September to Remember

RenMac Off-Script: The Deflating Reflation Trade

RenMac Off-Script: Inflation Starting to Bite Biden

RenMac Off-Script: Jobs Provide Fireworks for August

RenMac Legends: A Conversation with Stephanie Link

RenMac Off-Script: The Impending Debt Ceiling

RenMac Off-Script: Biden Recognizes Inflation

RenMac Off-Script: Focused on the Fed

RenMac Legends: A Conversation with Dr. Arthur Laffer (Part 2)

RenMac Off-Script: Bonds on an Island

RenMac Off-Script: How Long is Fed’s Fuse

RenMac Legends: A Conversation with Dr. Arthur Laffer

RenMac Off-Script: Did the Fed Blink

RenMac Off-Script: Inflation and China fears

RenMac Legends: A Conversation with Stan Weinstein

RenMac Off-Script: Payrolls Carbon Copy

RenMac Off-Script: Inflation Doesn’t Budge Bonds

RenMac Off-Script: Thinking About Thinking About Rates

RenMac Off-Script: The Great Unmasking

RenMac Off-Script: Shock and Awe-ful

RenMac Legends: A Conversation with Ned Davis

RenMac Off-Script: What a Difference a Year Makes

RenMac Off-Script: SPAC Attack, SEC is Circling

RenMac Legends: A Conversation with Richard Chilton

RenMac Off-Script: Declining dollar and polling reliability

RenMac Off-Script: People in Glass Houses

RenMac Legends: A Conversation with Cathie Wood (Part 2)

RenMac Legends: A Conversation with Cathie Wood (Part 1)

RenMac Off-Script: The Press Fails to Press

RenMac Off-Script: Leading Indicators are Misleading

RenMac Legends: A Conversation With Tom Gallagher

RenMac Off-Script: Springing Ahead One Hour and Then Some

RenMac Off-Script: Payrolls Take the Reopening Lead

RenMac Legends: Anatomy of the South Sea Bubble with Prof. Odlyzko

RenMac Off-Script: Treasury Curve’s Bellyache

RenMac Off-Script: Will Data Dog Democrats?

RenMac Legends: A Conversation with Scott Bessent

RenMac Off-Script: Inflation: Perception vs Reality

RenMac Off-Script: The Shortening Stimulus Fuse

RenMac Off-Script: Reddit Revolt and Strange Bedfellows

RenMac Legends: A Conversation with Noah Blackstein

RenMac Off-Script: Unity and the Power of Unilateralism

RenMac Off-Script: Expectations Collide with Reality

RenMac Off-Script: Better Economy But Stimulus Won’t Stop

RenMac Off-Script: Fed Passive Easing, Uncle Sam Active Easing

RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following

RenMac Off-Script: The Bright Light at End of the Tunnel