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RenMac

Latest episodes

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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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May 23, 2025 • 37min

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

RenMac talks government bonds, the divergence in the $ and rates, the global repudiation of government debt, and the implications, Bitcoin’s new high, Trump’s tax bill, and the importance of momentum from this point forward.
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May 16, 2025 • 36min

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

Bond markets and GOP strategies take center stage with a humorous twist. The interplay of basketball fandom and finance keeps the dialogue lively. They dive deep into bond yield dynamics and the cultural effects on gold prices. Rising mortgage rates and oil prices add tension to the housing market analysis. Legislative debates around trade and the reconciliation bill reveal critical challenges for Republicans as they navigate the debt ceiling debacle. A blend of sharp insights and light-hearted banter makes for an engaging exploration of today's market landscape.
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8 snips
May 9, 2025 • 38min

RenMac Off-Script: Holy Smokes

The discussion kicks off with insights on tariffs and the Federal Reserve’s stance, emphasizing their impact on markets. Humorously, the implications of a new Pope are examined alongside communion suggestions. Market dynamics take center stage, highlighting the significance of retests and the bear market threshold. Listeners dive into cultural references, like the New York Knicks and their influence on ticket prices. Political challenges are also addressed, shedding light on House Republicans and their strategies against economic hurdles.
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May 2, 2025 • 42min

RenMac Off-Script: Strategic Uncertainty

Discover the latest insights on employment trends and market dynamics. Delve into the fascinating tension between soft and hard economic data. Hear perspectives on the potential thawing of trade negotiations and its implications. The discussion covers the fine line between what can go right versus wrong in a bearish sentiment. Plus, get a reaction to the newest budget proposals and a playful take on a long-shot Derby bet!
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7 snips
Apr 25, 2025 • 28min

RenMac Off-Script: Clock Ticking on Trade

Recent discussions highlight Trump’s retreat from firing Powell, hinting at a more stable Fed leadership. The analysis digs into trade negotiations, particularly U.S.-China dynamics, amidst gradual growth concerns. Tactical indicators for navigating the bond market are unveiled, showcasing strategies influenced by current economic conditions. Notably, the podcast also sheds light on U.S.-India trade relations and their implications on manufacturing, as well as the looming impact of upcoming employment data.

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