RenMac

Episodes:

• RenMac Off-Script: Bad News Priced 2025-03-28 16:43:07
• RenMac Off-Script: Tariffied 2025-03-21 17:09:24
• RenMac Off-Script: Eggs-cellent - 翻译完成 (摘要已翻译) (AI摘要) 2025-03-14 16:42:49
• RenMac Off-Script: A Weak Outlook Trump's Making Worse 2025-03-07 17:11:28
• RenMac Off-Script: Policy Uncertainty 2025-02-28 16:55:07
• RenMac Off-Script: Data and Industrials 2025-02-21 17:00:08
• RenMac Off-Script: Valentine VAT 2025-02-14 16:38:46
• RenMac Off-Script: Thin Kids At Fat Camp 2025-02-07 17:00:53
• RenMac Off-Script: Tick-Tock Tariffs 2025-01-31 20:52:36
• RenMac Off-Script: Inaugural Excoriation 2025-01-24 18:45:59
• RenMac Off-Script: Inflation Sensation 2025-01-16 16:52:45
• RenMac Off-Script: Yields Take Their Toll 2025-01-10 16:58:35
• RenMac Off-Script: Uninspiring-ISMs 2025-01-03 18:42:42
• RenMac Off-Script: Trump Bump or Slump 2024-12-27 16:00:55
• RenMac Off-Script: Jay Sees Ghost of Christmas Past 2024-12-20 17:03:12
• RenMac Off-Script: Bond Bull in a China Shop? 2024-12-13 18:15:06
• RenMac Off-Script: Pardon the Payrolls 2024-12-06 17:13:10
• RenMac Off-Script: Overconfident? 2024-11-29 16:53:25
• RenMac Legends: A Conversation with Scott Bessent - (originally produced Feb 2021) 2024-11-26 21:20:59
• RenMac Off-Script: The Treasury Apprentice 2024-11-22 15:01:35
• RenMac Off-Script: Solid but Cooling 2024-11-15 17:11:39
• RenMac Off-Script: The Great Growth Re-Rate 2024-11-08 17:22:35
• RenMac Off-Script: October Surprise 2024-11-01 16:21:56
• RenMac Off-Script: Is Kamala Under-Valued? 2024-10-25 16:13:52
• RenMac Off-Script: Banker in Training 2024-10-18 15:52:57
• RenMac Off-Script: Trump Bump 2024-10-11 19:30:15
• RenMac Off-Script: A Jobs Jolt 2024-10-04 15:07:17
• RenMac Off-Script: China Turns 2024-09-27 16:04:02
• RenMac Off-Script: Sticking the Landing 2024-09-20 16:30:10
• RenMac Off-Script: Trump Takes De Bait 2024-09-13 14:57:41
• RenMac Off-Script: Payrolls Pin 50 2024-09-06 22:28:10
• RenMac Off-Script: Game Day Walk Thru 2024-08-30 15:55:23
• RenMac Off-Script: Revisionist History 2024-08-23 16:15:12
• RenMac Off-Script Podcast: Markets vs Media: Which One is Gaslighting? 2024-08-16 16:19:27
• RenMac Off-Script Podcast: Claims, Cuts, and Complacency 2024-08-09 15:59:18
• RenMac Off-Script: The Fed's Folly 2024-08-02 16:17:16
• RenMac Off-Script: Markets are Oversold, but is Kamala Overbought? 2024-07-26 16:14:57
• RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden? 2024-07-20 01:57:31
• RenMac Off-Script: Everyone Biden Time: Rate Cuts to Politics 2024-07-12 16:21:43
• RenMac Legends: A Conversation on the Labor Market with Guy Berger 2024-07-11 14:08:02
• RenMac Legends: A Conversation with Walter Deemer 2024-07-06 12:09:14
• RenMac Off-Script: Payrolls and Politics 2024-07-05 15:54:01
• RenMac Off-Script: Debate & Switch? 2024-06-28 14:55:36
• RenMac Off-Script: Biden's Burden 2024-06-21 16:32:12
• RenMac Off-Script: The Fed Needs To Get On With It 2024-06-14 13:40:42
• RenMac Off-Script: The Big Bull In Little China 2024-06-07 15:08:21
• RenMac Off-Script: Conviction Conundrum 2024-05-31 15:13:13
• RenMac Off-Script: Nvidia’s Scary Shadow Over S&P 2024-05-24 15:03:03
• RenMac Off-Script: Debate Bait 2024-05-17 16:00:21
• RenMac Off-Script Podcast: Consumer Conundrums 2024-05-10 15:58:54
• RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed 2024-05-03 15:29:36
• RenMac Off-Script: Closer To The End? 2024-04-26 15:17:34
• RenMac Off-Script: 3 Pillars of a Low 2024-04-19 14:54:10
• RenMac Off-Script: Cuts Delayed Not Derailed 2024-04-12 15:34:00
• RenMac Off-Script: Payrolls Eclipse the Bears 2024-04-05 16:42:29
• RenMac Off-Script Podcast: Powell Told Us What He Told Us 2024-03-28 15:27:04
• RenMac Off-Script Podcast: Political & Productivity Paradox 2024-03-22 15:51:34
• RenMac Legends: A Conversation with Ethan Harris 2024-03-20 22:32:23
• RenMac Off-Script Podcast: TikTok Trade 2024-03-15 16:08:25
• RenMac Off-Script: Bullish Zone 2024-03-08 16:41:40
• RenMac Off-Script: Momentum Vs. Beta 2024-03-01 16:51:44
• RenMac Off-Script: Fiscal and Fed Fiasco 2024-02-23 17:00:36
• RenMac Off-Script: No-mentum 2024-02-16 17:09:15
• RenMac Off-Script: How Much Did Hur Hurt Biden? 2024-02-09 16:42:25
• RenMac Off-Script: A Flukey Month 2024-02-02 17:13:24
• RenMac Off-Script: Extreme Options 2024-01-26 17:45:21
• RenMac Off-Script: Retail Sales & Retail Politics 2024-01-19 16:24:35
• RenMac Off-Script: Canceling That 70s Show 2024-01-12 17:32:20
• RenMac Off-Script: Payrolls Point To Productivity 2024-01-05 16:45:55
• RenMac Off-Script: Yes, There is a Santa Clause 2023-12-29 16:50:46
• RenMac Off-Script: Trash vs. Treasure 2023-12-22 16:47:38
• RenMac Off-Script: Escape Velocity 2023-12-15 17:18:18
• RenMac Off-Script: Entrenched Disinflation 2023-12-08 16:17:02
• RenMac Off-Script: Fed Cuts: When NOT If 2023-12-01 17:07:57
• RenMac Off-Script: Yield Dependency 2023-11-24 14:26:57
• RenMac Off-Script: Inflation Affirmation 2023-11-17 16:41:12
• RenMac Off-Script: Losing Control 2023-11-10 15:28:12
• RenMac Off-Script: Nonlinear Risks 2023-11-03 15:35:35
• RenMac Off-Script: Fed vs. GDP 2023-10-27 15:08:27
• RenMac Off-Script: Don’t Follow the Easy Path 2023-10-20 15:09:22
• RenMac Off-Script: House of Horrors 2023-10-13 15:43:32
• RenMac Off-Script: Grasping At Straws 2023-10-06 15:43:50
• RenMac Off-Script: Cracking Gold 2023-09-29 15:06:08
• RenMac Off-Script: No Capitulation 2023-09-22 14:03:45
• RenMac Off-Script: 3Ss (Shutdown, Strike, and Student Loans) 2023-09-15 15:31:33
• RenMac Off-Script: Fed Following Financial Flow 2023-09-08 15:44:41
• RenMac Off-Script: Data Deluge 2023-09-01 15:47:30
• RenMac Off-Script: Fireworks in Russia not the GOP Debate 2023-08-25 15:39:25
• RenMac Off-Script: Retail Robustness 2023-08-18 15:52:43
• RenMac Off-Script: Suckers for a Soft-Landing? 2023-08-11 15:19:14
• RenMac Off-Script: Still In The Woods 2023-08-04 15:54:35
• RenMac Off-Script: Precision vs. Accuracy 2023-07-28 15:11:21
• RenMac Off-Script: Betting on Beta 2023-07-21 15:05:05
• RenMac Off-Script: Lower Inflation = Less Fed Pressure 2023-07-14 14:10:36
• RenMac Off-Script: Keeping Dry Powder 2023-07-07 14:50:07
• RenMac Off-Script: Bull Boost 2023-06-30 16:13:29
• RenMac Off-Script: Powell’s Performance 2023-06-23 16:07:26
• RenMac Off-Script: The Powell Pause 2023-06-16 13:33:57
• RenMac Off-Script: Incrementally Capitulating 2023-06-09 16:12:27
• RenMac Off-Script: Plenty of Payrolls 2023-06-02 15:02:28
• RenMac Off-Script: Ronning For President 2023-05-26 15:22:59
• RenMac Off-Script: Debt Limit Diffused 2023-05-19 15:01:14
• RenMac Off-Script: Debt Limit Drama 2023-05-12 15:25:37
• RenMac Off-Script: Confidence Game 2023-05-05 15:59:13
• RenMac Off-Script: Logic Isn’t Truth 2023-04-28 16:00:42
• RenMac Off-Script: Homebuilder Highs 2023-04-21 15:04:36
• RenMac Off-Script: M2’s Declining Relevance 2023-04-14 15:30:53
• RenMac Off-Script: Jobs Give Fed Benefit of Time 2023-04-07 14:54:03
• RenMac Off-Script: Ham Sandwiches Can Be Indicted 2023-03-31 15:30:26
• RenMac Off-Script: No Middle Ground in a Banking ‘Crisis’ 2023-03-24 15:29:03
• RenMac Off-Script: Banking March Madness 2023-03-17 15:16:41
• RenMac Off-Script: Neutral Needs To Be Higher 2023-03-10 15:33:08
• RenMac Off-Script: Psyched for Cyclicality 2023-03-03 15:49:18
• RenMac Off-Script: An Anniversary Not Worth Celebrating 2023-02-24 15:48:01
• RenMac Off-Script: February Can’t Cool the Data 2023-02-17 15:43:39
• RenMac Off-Script: Great Expectations 2023-02-10 15:41:24
• RenMac Off-Script: Trust the Thrust 2023-02-03 15:46:49
• RenMac Off-Script: Unlikely to Spontaneously Combust 2023-01-27 15:50:57
• RenMac Off-Script: Tilting Towards Cyclicality 2023-01-20 15:33:49
• RenMac Off-Script: Soft now, hard later? 2023-01-13 15:31:31
• RenMac Off-Script: How Low Can You Go? 2023-01-06 15:11:01
• RenMac Off-Script: On the Recession Train Too Soon 2022-12-16 16:08:39
• RenMac Off-Script: Tis the Seasonal 2022-12-09 16:08:46
• RenMac Off-Script: Payrolls, Powell & PMI 2022-12-02 15:44:20
• RenMac Off-Script: MAGA is Nada 2022-11-18 13:57:34
• RenMac Off-Script: Election and Inflation Surprises 2022-11-11 17:02:44
• RenMac Off-Script: Why Midterms Matter For The Fed 2022-11-04 14:51:52
• RenMac Off-Script: Breaking the Markets is Easier than the Economy 2022-10-28 15:03:39
• RenMac Off-Script: This Time Is Different 2022-10-21 14:38:50
• RenMac Off-Script: Powell’s Pivot Pushed? 2022-10-14 15:20:42
• RenMac Off-Script: Payroll Print Won’t Prompt Powell Pivot 2022-10-07 15:47:47
• RenMac Off-Script: What’s the Bull Case 2022-09-30 15:45:32
• RenMac Off-Script: So Far, Not So Good 2022-09-23 15:57:06
• RenMac Off-Script: Claims vs Commodities 2022-09-16 14:26:55
• RenMac Off-Script: Offsides Overcompensation 2022-09-09 14:06:23
• RenMac Off-Script: Paying More For Less 2022-09-02 13:52:20
• RenMac Off-Script: Jackson Hole or Black Hole 2022-08-26 15:25:57
• RenMac Off-Script: Rainy Days In Vegas & For The GOP 2022-08-19 15:19:29
• RenMac Off-Script: A Summer of Skeptics 2022-08-12 15:08:48
• RenMac Off-Script: Higher Highs and Lower Lows 2022-08-05 14:52:54
• RenMac Off-Script: Slowdown vs. Recession 2022-07-29 15:09:38
• RenMac Off-Script: European Blowback Hits U.S. 2022-07-22 14:43:44
• RenMac Off-Script: Staring into the Abyss 2022-07-15 15:08:52
• RenMac Off-Script: The Fed’s Hall of Mirrors 2022-07-08 15:01:27
• RenMac Off-Script: Recession Preferable To Inflation 2022-07-01 15:01:04
• RenMac Off-Script: Fed Up With The Fed 2022-06-24 16:07:07
• RenMac Off-Script: Powell Panics 2022-06-17 15:21:00
• RenMac Off-Script: Inflation: Peak or Plateau? 2022-06-10 14:57:32
• RenMac Off-Script: Another Goldilocks Jobs Report 2022-06-03 15:49:45
• RenMac Off-Script: Can Powell Pull A Maverick? 2022-05-27 15:14:09
• RenMac Off-Script: Markets Utter the “R” Word 2022-05-20 15:22:25
• RenMac Off-Script: A Peek at Peak Inflation 2022-05-13 14:59:29
• RenMac Off-Script: Economy Looking Better as Markets Look Worse 2022-05-06 15:58:14
• RenMac Off-Script: Good Signs In Bad GDP Report 2022-04-29 14:52:34
• RenMac Off-Script: Popping Bullard’s Balloon 2022-04-22 15:01:32
• RenMac Off-Script: Mimosas and the Fed 2022-04-08 15:01:34
• RenMac Off-Script: Donna Summer is Dancing 2022-04-01 15:33:49
• RenMac Off-Script: Inflation Domination 2022-03-25 15:03:57
• RenMac Off-Script: If Powell Was A Pilot 2022-03-18 14:50:34
• RenMac Off-Script: Inflation: The Russian Excuse 2022-03-11 16:18:54
• RenMac Off-Script: Inflation Boom Persists 2022-03-04 16:12:05
• RenMac Off-Script: Hiking Into a Boom 2022-02-18 15:56:15
• RenMac Off-Script: Inflation Nation 2022-02-11 18:19:54
• RenMac Off-Script: Economy Is Learning To Live With COVID 2022-02-04 15:57:45
• RenMac Off-Script: Returns Drive Flows 2022-01-28 16:21:49
• RenMac Off-Script: “Minor Incursion” Has Major Consequences 2022-01-21 16:11:10
• RenMac Off-Script: I’ve Had a Bad Days, but Not Like Biden 2022-01-14 15:49:14
• RenMac Off-Script: Focus on the Fed 2022-01-07 16:12:19
• RenMac Off-Script: That Damned Yield Curve 2021-12-17 16:35:23
• RenMac Off-Script: Powell Needs a Big Stick 2021-12-10 15:46:11
• RenMac Off-Script: Data Won’t Dissuade Fed 2021-12-03 16:58:26
• RenMac Legends: A Conversation with Moz Afzal 2021-11-20 10:00:10
• RenMac Off-Script: Politicizing The Fed 2021-11-19 16:41:20
• RenMac Off-Script: Powell Will Need a Stiff Spine 2021-11-12 16:08:31
• RenMac Off-Script: Economy and Markets Melt Up In Q4 2021-11-05 15:16:21
• RenMac Legends: A Conversation with David Fingold 2021-10-30 09:00:15
• RenMac Off-Script: D’s Fumble in the Red Zone 2021-10-29 15:18:15
• RenMac Off-Script: Inflation’s Flame Burning Powell’s Fingers 2021-10-22 11:00:05
• RenMac Off-Script: Putin Is World’s Most Powerful Man 2021-10-15 14:56:56
• RenMac Off-Script: Payrolls Won’t Dissuade the Fed 2021-10-08 15:37:24
• RenMac Off-Script: Self-inflicted Wounds from Washington 2021-10-01 15:40:51
• RenMac Off-Script: Powell Pushes Yields 2021-09-24 14:32:02
• RenMac Legends: A Conversation with Mike Masters 2021-09-18 13:50:25
• RenMac Off-Script: Consumer Not Yet Exhausted 2021-09-17 15:11:18
• RenMac Off-Script: Biden Top-Ticks COVID 2021-09-10 15:08:11
• RenMac Off-Script: Payrolls and Approval 2021-09-03 14:59:58
• RenMac Off-Script: A D.C. September to Remember 2021-08-27 14:38:57
• RenMac Off-Script: The Deflating Reflation Trade 2021-08-20 15:09:33
• RenMac Off-Script: Inflation Starting to Bite Biden 2021-08-13 16:09:25
• RenMac Off-Script: Jobs Provide Fireworks for August 2021-08-06 15:37:27
• RenMac Legends: A Conversation with Stephanie Link 2021-07-31 09:00:07
• RenMac Off-Script: The Impending Debt Ceiling 2021-07-30 15:45:15
• RenMac Off-Script: Biden Recognizes Inflation 2021-07-23 15:12:19
• RenMac Off-Script: Focused on the Fed 2021-07-16 14:42:46
• RenMac Legends: A Conversation with Dr. Arthur Laffer (Part 2) 2021-07-10 09:05:14
• RenMac Off-Script: Bonds on an Island 2021-07-09 16:24:58
• RenMac Off-Script: How Long is Fed’s Fuse 2021-07-02 13:38:19
• RenMac Legends: A Conversation with Dr. Arthur Laffer 2021-06-26 09:00:07
• RenMac Off-Script: Did the Fed Blink 2021-06-18 14:29:04
• RenMac Off-Script: Inflation and China fears 2021-06-11 14:42:23
• RenMac Legends: A Conversation with Stan Weinstein 2021-06-05 09:00:11
• RenMac Off-Script: Payrolls Carbon Copy 2021-06-04 16:05:23
• RenMac Off-Script: Inflation Doesn’t Budge Bonds 2021-05-28 15:29:22
• RenMac Off-Script: Thinking About Thinking About Rates 2021-05-21 15:24:45
• RenMac Off-Script: The Great Unmasking 2021-05-14 15:24:39
• RenMac Off-Script: Shock and Awe-ful 2021-05-07 15:26:42
• RenMac Legends: A Conversation with Ned Davis 2021-05-01 11:50:13
• RenMac Off-Script: What a Difference a Year Makes 2021-04-30 15:36:15
• RenMac Off-Script: SPAC Attack, SEC is Circling 2021-04-23 15:39:35
• RenMac Legends: A Conversation with Richard Chilton 2021-04-17 13:00:19
• RenMac Off-Script: Declining dollar and polling reliability 2021-04-16 15:33:01
• RenMac Off-Script: People in Glass Houses 2021-04-09 15:43:16
• RenMac Legends: A Conversation with Cathie Wood (Part 2) 2021-04-03 13:00:15
• RenMac Legends: A Conversation with Cathie Wood (Part 1) 2021-03-27 13:00:14
• RenMac Off-Script: The Press Fails to Press 2021-03-26 15:10:15
• RenMac Off-Script: Leading Indicators are Misleading 2021-03-19 16:06:05
• RenMac Legends: A Conversation With Tom Gallagher 2021-03-13 14:13:55
• RenMac Off-Script: Springing Ahead One Hour and Then Some 2021-03-12 16:50:41
• RenMac Off-Script: Payrolls Take the Reopening Lead 2021-03-05 16:27:39
• RenMac Legends: Anatomy of the South Sea Bubble with Prof. Odlyzko 2021-02-27 14:10:04
• RenMac Off-Script: Treasury Curve’s Bellyache 2021-02-26 16:22:54
• RenMac Off-Script: Will Data Dog Democrats? 2021-02-19 16:48:37
• RenMac Legends: A Conversation with Scott Bessent 2021-02-13 17:43:29
• RenMac Off-Script: Inflation: Perception vs Reality 2021-02-12 16:32:53
• RenMac Off-Script: The Shortening Stimulus Fuse 2021-02-05 16:53:50
• RenMac Off-Script: Reddit Revolt and Strange Bedfellows 2021-01-29 17:12:51
• RenMac Legends: A Conversation with Noah Blackstein 2021-01-25 17:50:00
• RenMac Off-Script: Unity and the Power of Unilateralism 2021-01-22 17:15:46
• RenMac Off-Script: Expectations Collide with Reality 2021-01-15 16:20:41
• RenMac Off-Script: Better Economy But Stimulus Won’t Stop 2021-01-08 16:29:43
• RenMac Off-Script: Fed Passive Easing, Uncle Sam Active Easing 2020-12-18 16:32:18
• RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following 2020-12-11 16:32:22
• RenMac Off-Script: The Bright Light at End of the Tunnel 2020-12-04 17:51:44