ABOUT THIS EPISODE
What's next for NVIDIA as scandal impacts the AI trade? RenMac examines the potential fallout for semiconductor leadership, tightening chip export controls, and why Jeff sees a tactical bounce rather than a lasting recovery. The team also discusses rising real yields, why Neil believes the Fed is falling behind inflation with multiple rate hikes ahead, and how higher borrowing costs are reshaping market leadership. Guest Michael Gunther of Consumer Edge reveals signs of a more cautious consumer, from slowing discretionary spending and growing demand for discounts to the surprising rise of higher-income shoppers at dollar stores.
English
United States
explicit content
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OTHER EPISODES IN THIS PODCAST
Former U.S. National Security official Michael Allen rejoins the RenMac Off-Script team to discuss the prolonged standoff in the Strait of Hormuz, why oil prices have remained surprisingly contained, and how the conflict is testing U.S. military capacity and strategic credibility. The team explores…
RenMac breaks down Treasury's move to double its long-end liquidity support ops to $4 billion, its turn from plumbing to arguing yields don't reflect fundamentals and how bill-funding those buys lands them on the Fed's sheet. The team also discusses why a 53-year high in capex intentions is credit-…
RenMac breaks down the Fed’s unanimous rate hike, why Kevin Warsh’s first move suggests the tightening cycle may have further to run, and what increasingly restrictive real rates could mean for markets and the economy. The team discusses a resilient consumer facing mounting pressure from higher foo…
RenMac breaks down stubborn inflation and why the Fed may be forced to hike as higher real yields reshape markets beneath the surface. The team discusses weakening momentum and the rotation out of tech, opportunities in TIPS, escalating Middle East energy risks, and why the recent momentum crash ma…
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…
Disclaimer: The podcast and artwork embedded on this page are from Jeff deGraaf, Neil Dutta, & Stephen Pavlick, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
