All episodes

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