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    Business

    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.

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    Copyright: © Copyright Jeff deGraaf

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    Latest Episodes:
    RenMac Off-Script: Springing Ahead One Hour and Then Some Mar 12, 2021
    Show notes

    RenMac looks at the latest inflation data and market implications, the wish lists in the stimulus bill, importance of 52-week highs in equities and James Carville’s accurate assessment of lockdowns.


    RenMac Off-Script: Payrolls Take the Reopening Lead Mar 05, 2021
    Show notes

    RenMac discusses the strong jobs data, stimulus flirting with the upper end of the range, rates and the duration trade, where we are in the economic cycle and the need for thoughtful and credible messaging as we reopen.


    RenMac Legends: Anatomy of the South Sea Bubble with Prof. Odlyzko Feb 27, 2021
    Show notes

    300 years ago in London, the South Sea Bubble was deflating. It created vast fortunes for a few like Thomas Guy who used it to establish the eponymous Hospital in London, and financial disaster for other like Sir Isaac Newton who was lured back into the waters only to lose a fortune for himself and others. Professor Andrew Odlyzko from the University of Minnesota has studied the South Sea Bubble, what was happening, its characteristics and what we can learn from it, here's our conversation.....


    RenMac Off-Script: Treasury Curve’s Bellyache Feb 26, 2021
    Show notes

    RenMac discusses the move in the Treasury markets, the quiescent response in Corporate credits, who is Elizabeth MacDonough and how might she be assisting Schumer, a memo from Arthur Burns to Jimmy Carter, and the data packed week ahead.


    RenMac Off-Script: Will Data Dog Democrats? Feb 19, 2021
    Show notes

    RenMac debates the overwhelmingly strong economic data, the vaccination of the most vulnerable, how it impacts the COVID relief, how and where yields start to negatively impact equities, the future of the Republican Party, and California’s “unique” prioritization of front-line workers


    RenMac Legends: A Conversation with Scott Bessent Feb 13, 2021
    Show notes

    Scott worked with some of Wall Street's most prominent investors before starting Key Square in 2016, the largest hedge fund launch of that year. His mentors include Jim Rogers, Jim Chanos, Stan Druckenmiller and George Soros, and it was with Stan and George in 1992 that he played an important roll in thier understanding the BoE's untenable position as it related to defending the Pound and raising rates. These mentors as well has his Father's love of science fiction all account for Scott's unique and often profitable perspective. Here's our conversation.


    RenMac Off-Script: Inflation: Perception vs Reality Feb 12, 2021
    Show notes

    RenMac discusses the outlook for inflation, the current extreme positioning in the bond market, Biden’s 180 on semiconductors’ strategic importance, handicapping impeachment, and the week ahead


    RenMac Off-Script: The Shortening Stimulus Fuse Feb 05, 2021
    Show notes

    In 16m, RenMac discusses the trend in gold, how today’s job numbers factor into stimulus negotiations, at what point is inflation not “transitory”, and how we should be thinking about this in regards to the RenMac market cycle clock.


    RenMac Off-Script: Reddit Revolt and Strange Bedfellows Jan 29, 2021
    Show notes

    In 15m RenMac talks about the benefits of short-sellers in a market, the pitfalls of an SEC overview, Cruz and AOC, latest GDP figures and China’s recent saber rattling over Taiwan.


    RenMac Legends: A Conversation with Noah Blackstein Jan 25, 2021
    Show notes

    Noah runs over $5B as the growth manager of the Dynamic Funds out of Toronto Canada. He enters his 23rd year at the wheel, and has seen every type of market, and navigated deftly. His process continually places him in the 98th percentile as a growth manager, and while fundamentally biased, he keeps his head on a swivel and one eye on the macro-environment. Here's our conversation.....


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