RenMac

About 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.

Publisher

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Category

business

Language

en

Explicit

No

First episode

4 Dec 2020

Latest episode

6 Nov 2026

Latest episodes

161 of 320 episodes have a transcript.

1. 

   6 Nov 2026TRANSCRIPT

   RenMac Off-Script: Neocloudy With a Chance of Defaults*

   RenMac breaks down the accelerating selloff in semiconductors, why Jeff sees signs of forced liquidation but isn't convinced the market has reached a durable bottom, and how deteriorating credit conditions are threatening the AI trade. The team also discusses why the Democratic midterm sweep could increase costs and delay data center construction, the growing financing risks facing leveraged neocloud providers, and whether nearly $900 billion in Anthropic commitments could create vulnerabilities across the AI ecosystem. Guest economist Guy Berger examines a slowly recovering labor market, why AI has yet to meaningfully disrupt employment, and how falling asset prices could threaten consumer spending and economic growth.

2. 

   30 Oct 2026TRANSCRIPT

   RenMac Off-Script: Mag Seven, Meet the Other 493

   RenMac's team interviews industry experts on the AI stock reversal, the rotation into defensives, and the impact of Fed policy and midterms on market expectations.

3. 

   23 Oct 2026TRANSCRIPT

   RenMac Off-Script: Shoot First, Buy Later

   RenMac analysts discuss forced liquidation in tech, a potential December Fed hike, midterm election insights, and upcoming economic indicators and earnings.

Inside a recent episode

RenMac Off-Script: Neocloudy With a Chance of Defaults*

Published 6 Nov 2026 · Transcript excerpt

[…] Like, the labor market's outperforming a little bit, what they thought was going to happen, not by a lot. You don't see clear signs in this data. I mean, sometimes here the labor market's overheating. I don't see any signs of the labor market overheating. […]

Who has been a guest on RenMac

Names identified in recent episode analyses. Showing up to five guests.

• Ara Kharazian
• Michael Allen
• Kevin Muir
• Steve Miran
• Neil Dutta

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

111,552

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.4 / 5

85 ratings

Spotify

4.9 / 5

65 ratings

Podcast Authority Score: 78 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

84

Social presence

0

YouTube

86

Engagement

93

Contact RenMac

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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Questions about RenMac