RenMac
RenMac
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RenMac Asked & Answered: Neil Dutta talks about Powell’s Speech after Jackson Hole Conference
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Переглядів: 193

Відео

Revisionist History
Переглядів 66314 годин тому
The RenMac Team discusses the DNC and latest in the general election campaign, the folly of price controls, the sharp downward revision to payroll employment and what it means for the Fed ahead of Jackson Hole, the recent breakout in gold, balance sheet versus income recession, and how tight policy is based on the gap between two-year yields and the Federal Funds Rate. Subscribe to our newslett...
RenMac Off-Script Podcast: Markets vs Media: Which One is Gaslighting?
Переглядів 788День тому
RenMac discusses the current sensitive state of markets and the possible impacts of the upcoming decision on rate cuts, Kamala’s potential economic policies, the DNC, and the influence of the presidential election on downballot races, and what next week’s data (as well as Jackson Hole) could mean for markets going forward. Subscribe to our newsletter: go.renmac.com/newsletter Request a trial of...
Under-the-surface market moves, Jeff deGraaf, CNBC
Переглядів 29314 днів тому
Renaissance’s Jeff deGraaf breaks down what he’s seeing in the charts for under-the-surface stocks Subscribe to our newsletter: go.renmac.com/newsletter Request a trial of our research (for professional money managers) go.renmac.com/trial Sign up for our research (for individual investors): renmacaccess.com/
RenMac Off-Script: Claims, Cuts, and Complacency
Переглядів 63314 днів тому
RenMac discusses initial jobless claims, the baseline for rate cuts, and the growing risk of complacency from the Fed and market participants, Kamala’s VP pick (why wasn’t it Shapiro?) and the changing presidential odds, the Nikkei and the liquidity picture, as well as important data on deck for next week.
RenMac Off-Script Podcast: The Fed's Folly
Переглядів 60121 день тому
RenMac discusses the Fed’s decision to hold off on a rate cut in the context of the latest unemployment data, the Sahm rule, upcoming data, and Jackson Hole, the reversion to the mean in the polls and its potential significance for the election, as well as the latest from yields and markets.
RenMac Off-Script Podcast: Markets are Oversold, but is Kamala Overbought?
Переглядів 688Місяць тому
RenMac discusses Harris’s candidacy and her potential picks for Vice President, GDP, inflation data, and what they mean for the Fed’s upcoming rate cuts, dark crosses in yields (why is the two-year yield down?), oversold conditions throughout the market, and important political and economic information to come next week.
The Fed Will Cut Rates, but Will the Democrats Cut Biden?
Переглядів 489Місяць тому
RenMac discusses the possibility and potential implications of Biden’s withdrawal from the presidential race, his likely replacement (will Democrats bypass Harris?), when and how many times the Fed will cut rates, small cap versus large cap, what recent and upcoming data can show about markets, and the future of the semiconductor trade.
RenMac Off-Script Podcast: Everyone Biden Time: Rate Cuts to Politics
Переглядів 268Місяць тому
RenMac discusses Biden’s struggles and how the Democrats will move forward, Trump’s potential picks for Vice President (is Nikki Haley his best option?), weaker inflation and the potential for a September rate cut, expectations for the retail and auto sectors, and the disconnect between the three Russell indices.
RenMac Industrials Sector Snapshot
Переглядів 137Місяць тому
RenMac Industrials Sector Snapshot
Time To Cut
Переглядів 151Місяць тому
RenMac’s Asked & Answered: Neil Dutta on Today’s CPI Data
Bullish Sentiment Thru the Ages
Переглядів 262Місяць тому
Jeff deGraaf talks with Walt Deemer about the elevated bullish sentiment, stories from the nifty-fifty, differentiating good investments vs good companies, the importance of expectations vs narratives, and how it applies today. Enjoy the Holiday Weekend.
RenMac Off-Script Podcast: Payrolls and Politics
Переглядів 375Місяць тому
RenMac discusses payrolls and what this means for the Fed in lieu of next week’s core inflation number, what the betting markets are telling us about Kamala Harris’ role on the presidential ticket, how performance in the first half of the year affects the second half, and cyclicality in the current market.
Debate & Switch?
Переглядів 2632 місяці тому
RenMac discusses the options for Democrats to replace Biden following the debate, how the stock market has reacted to the presidential polls, why Neil thinks the balance of risk suggests that the Fed could make a minor monetary mistake by not cutting in September, the symptoms of liquidity and what the movement in Bitcoin and IPOs might suggest, and why the first two weeks of July suggest stron...
Why is Neil Worried? Mr. No Landing, Mr. Economic Nirvana is flagging risks of an Accident Brewing.
Переглядів 2862 місяці тому
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RenMac Off-Script Podcast: Biden’s Burden
Переглядів 3292 місяці тому
RenMac Off-Script Podcast: Biden’s Burden
RenMac Off-Script: The Fed Needs To Get On With It
Переглядів 3832 місяці тому
RenMac Off-Script: The Fed Needs To Get On With It
RenMac Off-Script Podcast: The Big Bull In Little China
Переглядів 1852 місяці тому
RenMac Off-Script Podcast: The Big Bull In Little China
RenMac Off-Script Podcast: Conviction Conundrum
Переглядів 2562 місяці тому
RenMac Off-Script Podcast: Conviction Conundrum
RenMac Off-Script Podcast: Nvidia’s Scary Shadow Over S&P
Переглядів 2333 місяці тому
RenMac Off-Script Podcast: Nvidia’s Scary Shadow Over S&P
RenMac Off-Script Podcast: Debate Bait
Переглядів 1933 місяці тому
RenMac Off-Script Podcast: Debate Bait
RenMac Off-Script Podcast: Consumer Conundrums
Переглядів 2073 місяці тому
RenMac Off-Script Podcast: Consumer Conundrums
RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed
Переглядів 3053 місяці тому
RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed
Here's why Renaissance's Jeff deGraaf is bullish on China - April 30, 2024 on CNBC
Переглядів 6953 місяці тому
Here's why Renaissance's Jeff deGraaf is bullish on China - April 30, 2024 on CNBC
Neill Dutta Sees Inflation Cooling This Year - April 30, 2024 on Bloomberg
Переглядів 913 місяці тому
Neill Dutta Sees Inflation Cooling This Year - April 30, 2024 on Bloomberg
deGraaf on bullish trends and looking for lows
Переглядів 1444 місяці тому
deGraaf on bullish trends and looking for lows
RenMac Off-Script Podcast: Closer To The End?
Переглядів 2274 місяці тому
RenMac Off-Script Podcast: Closer To The End?
RenMac Off-Script Podcast: 3 Pillars of a Low
Переглядів 944 місяці тому
RenMac Off-Script Podcast: 3 Pillars of a Low
RenMac Off-Script Podcast: Cuts delayed not derailed
Переглядів 1984 місяці тому
RenMac Off-Script Podcast: Cuts delayed not derailed
RenMac Asked & Answered: Neil Dutta is talking Inflation
Переглядів 514 місяці тому
RenMac Asked & Answered: Neil Dutta is talking Inflation

КОМЕНТАРІ

  • @johnhiz6239
    @johnhiz6239 3 дні тому

    Can we talk about the markets rather than politics, we can get that traditional media

  • @DontDopyMyName
    @DontDopyMyName 4 дні тому

    Short and to the point. I also love your take!

  • @hannahvannewkirk5525
    @hannahvannewkirk5525 6 днів тому

    love hearing all 3 of you speak truth about the nonsense the media tries to feed us. Also really enjoy everything I learn when I listen. Thank you!!

  • @paulwallin3010
    @paulwallin3010 6 днів тому

    Big fan here. Grateful for this content. Keep pushing it. Matter of time until yall blow up.

  • @MitchellVasovski
    @MitchellVasovski 6 днів тому

    Keep dropping those bombs-it's the best macro show out there! Remember your early fans lol, and keep extending the format like your doing and leveling up with style.

  • @bdpsingapore
    @bdpsingapore 10 днів тому

    LOL, good discussion guys. Housing supply in my area ain't gonna be helped by lower inflation and lower rates. Unless it creates more land....

  • @user-mw2ih4nf6s
    @user-mw2ih4nf6s 10 днів тому

    Second time rewatching, all set for the week, thanks guys! We need more people watching this show, tell a friend to tell a friend!

  • @luigidipede7736
    @luigidipede7736 11 днів тому

    Respectfully the 2y has been a poor predictor of what the fed will do this cycle. The bond market is pricing in recessionary cuts and yet equities are at ath. Not to mention the fed never starting a rate cut cycle with a 50bp cut. If they cut 50bps you want to be max short.

    • @RenMacLLC
      @RenMacLLC 9 днів тому

      Would love to see your work based on comment above, our data shows the spread is VERY predictive and statistically significant to forward Fed Funds rate 6m forward. Thanks in advance for sharing. This is the link to our chart: renmac-media.s3.amazonaws.com/Chart+from+JSD-08202024.png

  • @bdpsingapore
    @bdpsingapore 11 днів тому

    good job boys.

  • @alee1700
    @alee1700 13 днів тому

    Dutta is the man; Pavlick not so much

  • @hannahvannewkirk5525
    @hannahvannewkirk5525 13 днів тому

    So happy to hear Neil speak up about the shameless nonsense! 🎉

  • @johnhiz6239
    @johnhiz6239 14 днів тому

    Jeff, 17:50 a suggestion when on vacation stay on vacation, audio sucks, not audible which miss the reason why I like listening to your opinion

  • @jackbailey7037
    @jackbailey7037 16 днів тому

    Great presentation guys. deGraaf's audio is borderline unhearable though.

  • @rahulchahal3824
    @rahulchahal3824 19 днів тому

    Thanks guys

  • @user-mw2ih4nf6s
    @user-mw2ih4nf6s 20 днів тому

    RenMac analysis for free on UA-cam! You can just watch this and skip the rest of talking heads for the next six days

  • @MitchellVasovski
    @MitchellVasovski 20 днів тому

    Best Macro show on the street

  • @bmichell1515
    @bmichell1515 26 днів тому

    I find your macro and mkt commentary second to none. I very much enjoy listening every week. On the political front, not so much. While I have been mostly apolitical most of my life and probably a centrist if asked, I find your commentary unbalanced as it sees only flaws in the Democrats while ignoring the same in the Republicans. Ignoring DJT is a liar, a cheater, corrupt and a felon undermines for me your credibility on political matters and my confidence in you being able to objectively discuss the race.

  • @thomasmazzola4760
    @thomasmazzola4760 26 днів тому

    I work in SF, America please keep that liberal witch out of the White House.

  • @jackbailey7037
    @jackbailey7037 Місяць тому

    Politics? Who's interested in nonstop lying & virtue signaling? Neil, on the other hand, is worth a watch.

  • @bibbidi_bobbidi_boob
    @bibbidi_bobbidi_boob Місяць тому

    Wouldn’t vote for a woman as POTUS. Ever

  • @rahulchahal3824
    @rahulchahal3824 Місяць тому

    Thank you guys

  • @bdpsingapore
    @bdpsingapore Місяць тому

    Great show as usual !

  • @dontdoitbro5495
    @dontdoitbro5495 Місяць тому

    You guys are the best. Thanks for all the great info. Sell some sweatshirts and gear. I would buy. Im a fan of the trio

  • @jackbailey7037
    @jackbailey7037 Місяць тому

    👍👍👍

  • @MitchellVasovski
    @MitchellVasovski Місяць тому

    Keep pumping these out RenMac

  • @dontdoitbro5495
    @dontdoitbro5495 Місяць тому

    My new fav channel along with riskreversal. Love the updates with neil and the other nice guy. Everyone here is a must follow if you make atleast 10k a week. 😅

  • @MitchellVasovski
    @MitchellVasovski Місяць тому

    Best macro show out there! Keep up the good work

  • @MitchellVasovski
    @MitchellVasovski 2 місяці тому

    Keep up the momentum, Neil! Contact J. Powell immediately to initiate interest rate cuts NOW!

  • @dontdoitbro5495
    @dontdoitbro5495 2 місяці тому

    Look Jeff I think it's unfair that you take out your political frustrations out on Steve I see you

  • @jackbailey7037
    @jackbailey7037 2 місяці тому

    Nice to see Neil

  • @jackbailey7037
    @jackbailey7037 2 місяці тому

    Great podcast

  • @mustavogaia2655
    @mustavogaia2655 2 місяці тому

    sound is good

  • @dontdoitbro5495
    @dontdoitbro5495 3 місяці тому

    I love neils honesty. I agree. Has to be designer lol

  • @mustavogaia2655
    @mustavogaia2655 3 місяці тому

    the audio is better. thanks.

  • @dontdoitbro5495
    @dontdoitbro5495 3 місяці тому

    Someone needs to promote you guys. Very underfollowed

  • @dontdoitbro5495
    @dontdoitbro5495 4 місяці тому

    This channel will be big. With The compound and Risk reversal media, now these guys. Smart move to go podcast rojte

  • @joergmueller4439
    @joergmueller4439 4 місяці тому

    Thanks for sharing guys!!! You are not only really good but also funny. Just great. Love listening.

  • @patrickpk6299
    @patrickpk6299 4 місяці тому

    eclipse was a bust here...cloudy.

  • @kevinotero2141
    @kevinotero2141 4 місяці тому

    nvidia needs to cool off lol at 500 I was like wtf .

  • @patrickpk6299
    @patrickpk6299 5 місяців тому

    Used car prices will go up into tax season...ppl get tax money and spend it on used cars. dealers raise prices knowing this. Prices will fall again by Memorial Day tho

  • @investingperspective4516
    @investingperspective4516 7 місяців тому

    Keep posting on UA-cam. Try posting a small video explaining your public posted charts.

  • @zeus_2001
    @zeus_2001 7 місяців тому

    I was sitting in county jail just arrested on charges of running an alleged Ponzi scheme, listening to my favorite financial pod, RenMac Off-Script, wondering how I'm going to get out of this predicament, when as though out of nowhere I heard a gruff voice say to me, "If you're in a pinch, call Chico's Bail Bonds and let freedom ring!" Madoff move over, the scheme must go on!

  • @zeus_2001
    @zeus_2001 7 місяців тому

    Please do a Venn diagram for us where one circle is "people who listen to obscure financial pods" and the other circle is "people currently incarcerated in need of a bail bond."