OVER DEZE AFLEVERING
RenMac is joined this week by Kevin Muir, author of The Macro Tourist and co-host of The Market Huddle podcast to discuss why the Fed has run out of room to move before the midterms and what that means for bonds, gold, and the AI trade. The team explores why rising yields are a rational response to global deficits and the largest infrastructure build-out since the 1850s, why the People's Bank of China — not the Treasury — is the real driver of gold, and why the hyperscaler capex boom looks more like an earnings bubble than a price bubble. They also cover Bessent's buyback operations, widening credit spreads, the momentum unwind, tariffs, and Jackson Hole.
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van RenMac.
ANDERE AFLEVERINGEN IN DEZE PODCAST
RenMac breaks down the vicious unwind in the momentum trade, why a low headline VIX is masking the highest single-stock dispersion the team has ever measured, and how a cooler CPI print does little to stop the Fed conversation from tilting toward a September hike, with inflation, not growth, now ow…
Big Technology podcast host Alex Kantrowitz joins the RenMac Off-Script team to discuss whether the AI buildout has quietly become the load-bearing pillar of the U.S. economy and what breaks if it stalls. The team breaks down why the compute crunch is separating clear winners from losers, why the s…
Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth running closer to 3% than 2% — on tax incentives, deregulation, and AI — and why a data-dependent Fed is "momentum trading" monetary policy r…
RenMac breaks down the case for a Fed hike next week — Neil Dutta's "Why Not Now?" call, with September already priced at 100% — as AI capex, rising oil, and tariffs push inflation the wrong way and Warsh weighs moving in his honeymoon. The team also discusses the momentum crash and why t…
Boucher fills in for Dutt, hosting an especially off-script edition of RenMac Off-Script, covering the biggest earnings and macro week of the summer, headlined by Kevin Warsh's dovish Fed hold. Neil Dutta argues the move reeks of a credibility problem that leaves the chair looking weak, with the lo…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Jeff deGraaf, Neil Dutta, & Stephen Pavlick, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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