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RenMac

Latest episodes

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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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10 snips
Apr 18, 2025 • 35min

RenMac Off-Script: “You're Fired”?

The podcast dives into the critical importance of the Federal Reserve’s independence amidst political pressures. It spotlights recent U.S.-China trade tensions and how they impact companies like Boeing and Alphabet. A discussion on the dollar reveals its role as a reflection of national health. Listeners hear about the EU's strategic shifts in trade negotiations and the complexities of Congressional hurdles. The hosts sprinkle in humor about Easter plans while maintaining an insightful analysis of global market dynamics.
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9 snips
Apr 11, 2025 • 51min

RenMac Off-Script: Bond Market Takes Hostages

Howard Mason, the resident expert on bond markets at RenMac, dives into the complexities of financial systems and market dynamics. He explains the turmoil in bonds and the implications of basis swaps on Treasury yields. The conversation touches on rising U.S. interest rates, recession risks, and the impact of tariffs on global trade. Mason also discusses historical market trends and bear rallies, while analyzing recent sentiments and economic indicators as they relate to consumer behavior. A must-listen for anyone interested in financial intricacies!
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31 snips
Apr 4, 2025 • 50min

RenMac Off-Script: Obliteration Day

Delve into the intriguing world of trade deficits and tariffs, exploring their impact on market uncertainty. Discover the Federal Reserve's shifting outlook on rates and analyze recent job growth trends, particularly in education and health sectors. Unpack tactical lows and how market sentiment reacts to inflation expectations. Learn about the strategic complexities of orchestrating a recession, the strength of the dollar, and the implications of executive orders on industries. Embrace a positive investment mindset amid market volatility!
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10 snips
Mar 28, 2025 • 37min

RenMac Off-Script: Bad News Priced

The discussion revolves around the significance of the upcoming 'Liberation Day' and how much bad news is already reflected in market pricing. Political controversies, especially regarding communication security and accountability, take center stage. Trade tariffs are explored in the context of current political strategies and their economic implications. The analysis highlights declining economic indicators and their impact on employment rates, as well as the significance of upcoming elections in shaping voter sentiment and economic policies.
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Mar 21, 2025 • 41min

RenMac Off-Script: Tariffied

RenMac unpacks the FOMC meeting, Trump’s conversation with Putin, the deteriorating transportation names, tariff uncertainty, the likelihood of a downside economic surprise in coming months, Schumer’s unwinnable position and how moving averages can help generate alpha.
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9 snips
Mar 14, 2025 • 41min

RenMac Off-Script: Eggs-cellent

RenMac discusses the potential strategy behind Schumer’s decision to avoid a government shutdown, the contribution of egg prices to CPI, the deteriorating news flow with the spike in bearish market sentiment, the potential Canadian tariff strategy (or lack thereof), why we’re not playing this as a bear-market and this week’s mailbag regarding market tops.
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13 snips
Mar 7, 2025 • 33min

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

RenMac dissects the payrolls, the latest tariff moves, the importance of credit indications and the complete unwind of beta as well as this weeks mail-bag.

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