All episodes

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)