RenMac
Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer ..........This Podcast Audio Show has been prepared by Renaissance Macro Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC.This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in this document. The information is not intended to be a complete statement or summary of the markets, economy or other developments referred to in the Podcast Audio Show. Any opinions expressed in this Podcast Audio Show may change without notice. Any statements contained in this Podcast Audio Show attributed to a third party represent RenMac's interpretation of the data, information and/or opinions provided by that third party either publicly or through a subscription service, and such use and interpretation have not been reviewed by the third party.Nothing in this Podcast Audio Show constitutes a representation that any investment strategy or recommendation is suitable or appropriate to an investor’s individual circumstances or otherwise constitutes a personal recommendation. Investments involve risks, and investors should exercise prudence and their own judgment in making their investment decisions. The value of any investment may decline due to factors affecting the securities markets generally or particular industries. Past performance is not indicative of future results. Neither RenMac nor any of its directors, employees or agents accepts any liability for any loss (including investment loss) or damage arising out of the use of all or any of the information.Any information stated in this Podcast Audio Show is for information purposes only and does not represent valuations for individual securities or other financial instruments. Different assumptions by RenMac or any other source may yield substantially different results. The analysis contained in this document is based on numerous assumptions and are not all inclusive. Copyright © Renaissance Macro Research, LLC. 2019. All rights reserved. All material presented in this Podcast Audio Show, unless specifically indicated otherwise, is under copyright to Renaissance Macro Research, LLC. None of the material, nor its content, nor any copy of it, may be altered in any way, or transmitted to or distributed to any other party, without the prior express written permission of Renaissance Marco Research, LLC.
Latest episodes
Dec 20, 2024 • 25min
RenMac Off-Script: Jay Sees Ghost of Christmas Past
RenMac discusses Musk’s government shutdown, the politics behind Powell’s statement, Beta’s vulnerability, the decaying wall-of-worry and the potential for a currency crisis.
Dec 13, 2024 • 25min
RenMac Off-Script: Bond Bull in a China Shop?
RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what’s behind Trump’s inauguration invite of Xi’s and Chinese equities.
Dec 6, 2024 • 25min
RenMac Off-Script: Pardon the Payrolls
RenMac discusses the latest payroll data, bubbling animal spirits and sentiment, an update to our market cycle clock and pardon implications and precedents.
Nov 29, 2024 • 26min
RenMac Off-Script: Overconfident?
RenMac discusses the mismatch between housing data and consumer confidence, the motivations behind Trump’s initial tariff salvo, how seasonality and sentiment are likely to play out in equities and the vulnerability created by the weak Russian Ruble.
Nov 26, 2024 • 42min
RenMac Legends: A Conversation with Scott Bessent - (originally produced Feb 2021)
In early 2021, I had the opportunity to catch up with a good friend of mine through the years, Scott Bessent. Given Scott's new role as incoming Treasury Secretary under President elect Trump, I thought it might be helpful to understand how Scott thinks about and sees the world. Here's our conversation from 2021.
Nov 22, 2024 • 19min
RenMac Off-Script: The Treasury Apprentice
RenMac discusses:Latest developments with Trump appointmentsThe horserace for Treasury secretaryOngoing weakness in labor demandLow bulls in Treasuries are bullishImpact of political appointments on specific sectors
Nov 15, 2024 • 31min
RenMac Off-Script: Solid but Cooling
RenMac discusses latest inflation data and the impact on the Fed, what labor market’s are telling us about trajectory, Latest Trump nominations, Bitcoin Breakout, Bullish cyclical call stands in stark contrast to weak semiconductors.
Nov 8, 2024 • 25min
RenMac Off-Script: The Great Growth Re-Rate
Jeff, Neil, and Steve discuss:Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market’s messageLabor market conditionsPowell’s futureImportance of personnel to discern direction forward
Nov 1, 2024 • 31min
RenMac Off-Script: October Surprise
RenMac talks about the payroll surprise, the importance of NC and PA to Trump and Harris, elevated equity volatility and quiescent credit spreads and the Fed’s path into year’s end
Oct 25, 2024 • 26min
RenMac Off-Script: Is Kamala Under-Valued?
RenMac discusses the process of price discovery in the political prediction markets, the current state of the horserace, the outlook for employment, why Kevin Warsh is off-base in his criticism of the Fed’s September decision, and market seasonality.
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