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Jeff deGraaf, Neil Dutta, & Stephen Pavlick
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...
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Ratings & Reviews
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4.7 stars from 60 ratings
Good stuff
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“Last star missing only because they could have better audio quality. Good recap of macro, markets and market news in less than 15 minute. The beefs in the other reviews — I hear a discussion on polarized topic done pragmatically and done by a well informed and very smart panel.”
sp312_IOMT via Apple Podcasts ·
United States of America ·
08/30/24
Too politically biased
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“Ridiculously politically biased. Lots of criticism of Harris and absolutely none on Trump. Lots of talk about conspiracy theories. Can’t believe these people would ever make clear and unbiased recommendations on investments with this type of analytical skills.”
Investor69778 via Apple Podcasts ·
United States of America ·
08/24/24
Cut the politics
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“Love the Econ content but the political commentary is absurdly biased and cringeworthy. Either balance it or cut it out”
Saf27 via Apple Podcasts ·
United States of America ·
08/16/24
Recent Episodes
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.
Published 11/15/24
Published 11/15/24
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...
Published 11/08/24
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