R RenMac

Podcast

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 o...

Website ↗ Last published 30 October 2026 316 posts collected by Sputnik

Said on RenMac

“As an investor, it's not binary. It feels like it's binary, but it's not. Just like a car lease, it all depends on the time frame. If you're pricing things as if the payback is two or three years, and you throw an 18-month or two-year moratorium or anything that pushes that time frame out, we always talk about the kink in the hockey stick. That kink ends up being out further. That greatly impacts the valuation of these names.” — Jeff deGraaf, RenMac
Jeff deGraaf · 30 Oct 2026 Listen →
“The problem with bounces is that you have to make two very good calls. You have to buy them right and you have to sell them right. And guess what? If you make just one good call, it's not going to work.” — Jeff deGraaf, RenMac
Jeff deGraaf · 23 Oct 2026 Listen →

Hosts

RenMac is hosted by Steve Duttenhoffer , Jeff DeGraff and Eric Boucher .

Recent Episodes

  1. 30 Oct 2026

    RenMac Off-Script: Mag Seven, Meet the Other 493

  2. 23 Oct 2026

    RenMac Off-Script: Shoot First, Buy Later

  3. 16 Oct 2026

    RenMac Off-Script: Higher for Longer, Wronger for Longer?

  4. 9 Oct 2026

    RenMac Off-Script: AI's Reality Check*

  5. 2 Oct 2026

    RenMac Off-Script: Beneath the Bull

  6. 25 Sep 2026

    RenMac Off-Script: Hawk and Awe

  7. 18 Sep 2026

    RenMac Off-Script: There Is An Alternative

  8. 11 Sep 2026

    RenMac Off-Script: The Great Separation

  9. 3 Sep 2026

    RenMac Off-Script: Hormuz, Hyperscalers & the Market*

    With Michael Allen

  10. 28 Aug 2026

    RenMac Off-Script: Fed Swallows Whistle

    With Kevin Muir

  11. 21 Aug 2026

    RenMac Off-Script: Breaking Glass

    With Howard Mason

  12. 14 Aug 2026

    RenMac Off-Script: Total Eclipse of the Hike

Guests

Howard Mason (3 episodes), Cathie Wood (2 episodes), Arthur Laffer (2 episodes), Scott Bessent (2 episodes), Michael Allen (2 episodes), Rory Johnston , Ethan Harris , Ozan Tarman , Noah Blackstein , Michelle Meyer , David Fingold , Moz Afzal , and 21 more.