Oct 30, 202649 min
RenMac breaks down the sharp reversal in AI stocks, why the Mag Seven are losing their grip on market leadership, and how 777 advancing stocks in the Russell 1000 signal a rotation into defensives despite weakness in...
About this Podcast:
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 co
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
37%
Guest openness
Selective
80/100
Required Score
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What is RenMac about?
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.
What has RenMac covered recently?
Recent episodes include "RenMac Off-Script: Mag Seven, Meet the Other 493" (30 October 2026, 49 minutes), "RenMac Off-Script: Shoot First, Buy Later" (23 October 2026, 47 minutes), and "RenMac Off-Script: Higher for Longer, Wronger for Longer?" (16 October 2026, 41 minutes).
How often does RenMac publish?
RenMac publishes roughly weekly, with episodes averaging 46 minutes across 317 episodes.
How hard is it to get booked on RenMac?
Booking probability for RenMac is 37%, and the host is rated Selective on guests. RenMac requires a Pod Score of 80 or higher. RenMac's contact route on record: verified email.
Who should pitch RenMac?
The strongest fits for RenMac are Investing & Wealth Management. RenMac has a business audience.
About the host
RenMac is a business podcast with 317 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 23, 202647 min
RenMac breaks down why Thursday's tech wipeout looks like forced liquidation rather than a bottom, with semis and hardware stuck at 20-day lows, shorts covered but not yet reloaded, and credit stress creeping up the...
- Oct 16, 202641 min
RenMac breaks down another round of troubling inflation data and why the Fed’s reluctance to hike in October likely cements action in December. The team examines why improving market breadth may be misleading as...
- Oct 9, 20261h 1m
Ramp's Ara Kharazian joins RenMac to unpack what actual corporate spending data reveals about the AI boom, including why 1% of companies account for 80% of enterprise AI spending and why rising usage isn't translating...
- Oct 2, 202638 min
RenMac breaks down a softer payroll report that reins in Fed hike expectations even as inflation remains the bigger hurdle for policymakers. The team discusses why higher real rates are beginning to show up in credit...
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- Sep 25, 202643 min
RenMac breaks down the breakout in long-end Treasury yields, why tighter monetary policy rather than fiscal concerns may be driving the move, and how higher real rates are beginning to bite. The team also discusses...
- Sep 18, 202637 min
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...
- Sep 11, 202643 min
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...
- Sep 3, 202649 min
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...
- Aug 28, 202651 min
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...
- Aug 21, 202650 min
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...
- Aug 14, 202646 min
RenMac breaks down a July inflation picture that isn't cooperating (softer CPI, firmer PPI, and core PCE annualizing near 2.5%), and why the bond market is under-pricing the risk of a September hike. The team also...
- Aug 6, 20261h 2m
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...
- Jul 31, 202641 min
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...
- Jul 24, 202646 min
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...
- Jul 17, 202641 min
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...
- Jul 10, 202658 min
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...
- Jul 2, 202639 min
RenMac is joined by banking and payments veteran Howard Mason and digs into a soft payroll report, Chair Warsh's price-stability regime shift, and firming real rates. The team questions how the Fed actually delivers on...
- Jun 26, 202638 min
RenMac breaks down a hawkish shift from the Fed and why higher real yields are reshaping market leadership beneath the surface. The team discusses Treasury Secretary Scott Bessent's economic agenda, the rotation away...
- May 29, 202641 min
RenMac discusses the equity markets at all-time highs as signs of late-cycle stress accumulate beneath the surface and capital chases the parabola in tech. The team breaks down the historic tech-vs-healthcare disparity...
Recent guests
Recent guests on RenMac. Study who booked and why before you pitch.
M
Michael Allen
former majoritiy staff director for the House Intelligence Committee & former senior director for the National Security Council during the George W. Bush era, United States Court of Appeals for Veterans Claims
A
Alex Kantrowitz
author of the Big Technology newsletter and podcast, Big Technology Podcast
Z
Zach Pandl
Head of Research at Grayscale Investments, Grayscale Investments
R
Rich Clarida
former vice chair of the Fed, PIMCO
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