RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick
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10 snips
Aug 1, 2025 • 37min

RenMac Off-Script: Summer Soft-Patch

This discussion tackles the troubling trends in the job market and its implications on the economy. The speakers critique the Federal Reserve's credibility and explore the risk of a rate cut cycle. They humorously navigate British and Canadian slang, bringing cultural insights to the table. Additionally, they analyze healthcare as a surprising investment opportunity and delve into the impact of tariffs on domestic producers. The lively exchange also anticipates upcoming economic data releases, making it a perfect blend of wit and wisdom.
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Jul 25, 2025 • 42min

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

Dive into the humorous yet serious interplay between Trump and the Fed, shedding light on their political dynamics. Explore how tariffs complicate corporate margins and consumer impacts amidst rising inflation. Discover the nuances of the U.S. market's performance through equal weight indices, challenging bearish narratives. AI's disruptive role in IT consulting also takes center stage, revealing the existential challenges for traditional firms. Finally, navigate the stagnant labor market's impacts on job seekers and the complexities of global economic shifts.
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Jul 18, 2025 • 36min

RenMac Off-Script: Shutdown Surprise

The hosts humorously dive into a recent Coldplay concert incident involving a CEO's affair. They analyze the Federal Reserve leadership race and potential government shutdowns, discussing their impacts on the economy and cryptocurrency. The conversation shifts to U.S.-China chip diplomacy, highlighting its geopolitical stakes for AI. They also tackle the housing market's decline and its effect on rentals, along with the struggles of multifamily REITs due to high interest rates. Finally, they assess a strong earnings season amidst economic uncertainties.
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7 snips
Jul 11, 2025 • 35min

RenMac Off-Script: Tariff Tangle Reignited

The conversation kicks off with lighthearted holiday anecdotes before diving into serious economic insights. Tariff announcements bring complexity to international trade, impacting market dynamics and commodity prices. Discussions on the looming potential of a government shutdown reveal political pressures within Congress. The debate between momentum and beta offers traders fresh strategies. Meanwhile, Bitcoin and Ethereum are gaining traction, with a bullish outlook for Bitcoin as regulatory frameworks for digital assets evolve.
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Jul 4, 2025 • 27min

RenMac Off-Script: Payrolls, PMIs & Poolside Predictions

RenMac dives into the July 4th weekend with a fresh look at the payroll surprise, Fed expectations, the global PMI paradox, and whether the market can stomach high rates. Neil unpacks sluggish job growth beneath the headline beat, Jeff outlines the capex-driven cyclicals leading the rally, and the crew debates whether PMIs and yield curves have lost their forecasting mojo. Plus: why financials might shine, how real yields shape allocation, and yes—cucumber gin makes another cameo.
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Jun 27, 2025 • 36min

RenMac Off-Script: The Apprentice: Fed Edition

RenMac discusses the case to be made for the next Fed chair, the latest on crude oil, the Middle East, July’s seasonal strength, the perceived disconnect between markets and the economy and the reality of that perception, along with a suggested golf handicap adjustment.
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Jun 20, 2025 • 36min

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

RenMac walks through this week’s Fed decision, Iran’s exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbought condition in oil and the momentum in financials.
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Jun 13, 2025 • 33min

RenMac Off-Script: TDS Gives Way to IDF

The discussion navigates the complex interplay of geopolitical tensions and economic implications, especially regarding Israel's airstrikes and oil prices. Analysts humorously blend market insights with anecdotes, while exploring the future of stablecoins and corporate interests from giants like Walmart. They analyze the relationship between beta and momentum in trading, offering cautionary advice on high beta stocks. A light-hearted ending includes personal plans, showcasing a perfect mix of humor and serious market dialogue.
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Jun 6, 2025 • 26min

RenMac Off-Script: Caught in a Bad Bromance

RenMac discusses the latest payroll print and why the Fed may use it to stay on the sidelines, the improvement in small-cap performance, the call between Xi and Trump, and the implications of the fallout between Musk and Trump.
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May 30, 2025 • 33min

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

RenMac discuss the latest developments on the tariff front, the administration’s multiple avenues to pursue their trade agenda, the slowing in the labor and housing markets, and the nuance behind the adage of “sell in May and go away.”

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