RenMac Off-Script: The Apprentice: Fed Edition

RenMac

#Business #Trading #News #Jeff deGraaf, Neil Dutta, & Stephen Pavlick #Jeff deGraaf #Neil Dutta #Stephen Pavlick

32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

12 days ago 35:44

MP3•Episode home

RenMac discusses the case to be made for the next Fed chair, the latest on crude oil, the Middle East, July’s seasonal strength, the perceived disconnect between markets and the economy and the reality of that perception, along with a suggested golf handicap adjustment.

247 episodes

RenMac

RenMac Off-Script: The Apprentice: Fed Edition

RenMac

34 subscribers

published 12 days ago

MP3•Episode home

247 episodes

#Business #Trading #News #Jeff deGraaf, Neil Dutta, & Stephen Pavlick #Jeff deGraaf #Neil Dutta #Stephen Pavlick

All episodes

RenMac

1
RenMac Off-Script: Payrolls, PMIs & Poolside Predictions 26:52

6 days ago26:52

26:52

RenMac dives into the July 4th weekend with a fresh look at the payroll surprise, Fed expectations, the global PMI paradox, and whether the market can stomach high rates. Neil unpacks sluggish job growth beneath the headline beat, Jeff outlines the capex-driven cyclicals leading the rally, and the crew debates whether PMIs and yield curves have lost their forecasting mojo. Plus: why financials might shine, how real yields shape allocation, and yes—cucumber gin makes another cameo.…

RenMac

1
RenMac Off-Script: The Apprentice: Fed Edition 35:44

12 days ago35:44

35:44

RenMac

1
RenMac Off-Script: Is Tehran About to Eat a TACO? 35:47

19 days ago35:47

35:47

RenMac walks through this week’s Fed decision, Iran’s exit ramp, weakness in housing, the Byrd Bath, RMs 20% allocation to commodities, the overbought condition in oil and the momentum in financials.

RenMac

1
RenMac Off-Script: TDS Gives Way to IDF 32:50

26 days ago32:50

32:50

RenMac Discusses TDS (Tariff Derangement Syndrome) giving way to IDF (Israeli Defense Forces), message out of real-rates, the employment picture, trajectory of the Fed, breakout in precious metals and Tuesday’s Senate bill on stablecoin.

RenMac

1
RenMac Off-Script: Caught in a Bad Bromance 25:36

5 weeks ago25:36

25:36

RenMac discusses the latest payroll print and why the Fed may use it to stay on the sidelines, the improvement in small-cap performance, the call between Xi and Trump, and the implications of the fallout between Musk and Trump.

RenMac

1
RenMac Off-Script: TACO: Tariffs Are Constitutional or Not 32:36

6 weeks ago32:36

32:36

RenMac discuss the latest developments on the tariff front, the administration’s multiple avenues to pursue their trade agenda, the slowing in the labor and housing markets, and the nuance behind the adage of “sell in May and go away.”

RenMac

1
RenMac Off-Script Podcast: More to Rates than U.S. Fiscal 37:12

7 weeks ago37:12

37:12

RenMac talks government bonds, the divergence in the $ and rates, the global repudiation of government debt, and the implications, Bitcoin’s new high, Trump’s tax bill, and the importance of momentum from this point forward.

RenMac

1
RenMac Off-Script Podcast: GOP Bond Boo-Boo? 36:13

8 weeks ago36:13

36:13

RenMac double-clicks on bond market’s message, GOP reconciliation, deGraaf’s Thrust and implications, Gold’s seasonality, energy implications and Knicks vs Celtics

RenMac

1
RenMac Off-Script: Holy Smokes 38:09

9 weeks ago38:09

38:09

RenMac dives into the latest on tariffs, Powell’s position, the RenMac Retest Rule, Communion suggestions for the new Pope, how the markets and the economy are similar but different, and the definition of a Knickerbocker

RenMac

1
RenMac Off-Script: Strategic Uncertainty 42:09

10 weeks ago42:09

42:09

RenMac unpacks the latest employment report, the discrepancy between soft and hard data, the importance of considering “what can go right vs wrong” when bearish sentiment is at an extreme, the potential for thawing trade negotiations, the lack of escape velocity in this market but why we’re not pulling the plug on our tactical call, this week’s mail bag, and Jeff’s long-shot Derby play.…

RenMac

1
RenMac Off-Script: Clock Ticking on Trade 28:15

11 weeks ago28:15

28:15

RenMac discusses Trump backing off on Powell’s firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week’s employment data.…

RenMac

1
RenMac Off-Script: “You're Fired”? 35:10

12 weeks ago35:10

35:10

RenMac discusses the importance of the Fed’s independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the soul of a nation, plus a special Good Friday Mail-bag.…

RenMac

1
RenMac Off-Script: Bond Market Takes Hostages 50:43

13 weeks ago50:43

50:43

RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.

RenMac

1
RenMac Off-Script: Obliteration Day 49:35

14 weeks ago49:35

49:35

RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.

RenMac

1
RenMac Off-Script: Bad News Priced 36:50

15 weeks ago36:50