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RenMac
RenMac
RenMac
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RenMac provides clients with data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy.

Understanding where we are in the market cycle, what history tells us about the future, and unique issues of today stretch beyond the quarterly print or year-end S&P targets.

We have invested heavily building our data base and hiring programmers over analysts. This allows us to absorb more data and look for inconsistencies or signs of stress than starting with the fundamentals. We use charts as the starting point and then look at fundamental causes once these opportunities are identified for new and existing trends within global markets



RenMac Industrials Sector Snapshot
2:33
Месяц назад
Time To Cut
4:21
Месяц назад
Bullish Sentiment Thru the Ages
27:34
Месяц назад
Debate & Switch?
20:44
Месяц назад
RenMac Off-Script Podcast: Biden’s Burden
24:42
2 месяца назад
RenMac Off-Script Podcast: Debate Bait
29:12
3 месяца назад
RenMac Off-Script Podcast: Closer To The End?
20:52
3 месяца назад
RenMac Neil Dutta on CNBC
3:22
4 месяца назад
Комментарии
@bdpsingapore
@bdpsingapore 4 дня назад
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 4 дня назад
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 4 дня назад
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 3 дня назад
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 4 дня назад
good job boys.
@alee1700
@alee1700 6 дней назад
Dutta is the man; Pavlick not so much
@hannahvannewkirk5525
@hannahvannewkirk5525 6 дней назад
So happy to hear Neil speak up about the shameless nonsense! 🎉
@johnhiz6239
@johnhiz6239 8 дней назад
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 10 дней назад
Great presentation guys. deGraaf's audio is borderline unhearable though.
@rahulchahal3824
@rahulchahal3824 12 дней назад
Thanks guys
@user-mw2ih4nf6s
@user-mw2ih4nf6s 13 дней назад
RenMac analysis for free on RU-vid! You can just watch this and skip the rest of talking heads for the next six days
@MitchellVasovski
@MitchellVasovski 13 дней назад
Best Macro show on the street
@bmichell1515
@bmichell1515 20 дней назад
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 20 дней назад
I work in SF, America please keep that liberal witch out of the White House.
@jackbailey7037
@jackbailey7037 26 дней назад
Politics? Who's interested in nonstop lying & virtue signaling? Neil, on the other hand, is worth a watch.
@bibbidi_bobbidi_boob
@bibbidi_bobbidi_boob 27 дней назад
Wouldn’t vote for a woman as POTUS. Ever
@rahulchahal3824
@rahulchahal3824 27 дней назад
Thank you guys
@bdpsingapore
@bdpsingapore 27 дней назад
Great show as usual !
@dontdoitbro5495
@dontdoitbro5495 27 дней назад
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 Месяц назад
👍👍👍
@MitchellVasovski
@MitchellVasovski Месяц назад
Keep pumping these out RenMac
@dontdoitbro5495
@dontdoitbro5495 Месяц назад
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 Месяц назад
Best macro show out there! Keep up the good work
@MitchellVasovski
@MitchellVasovski Месяц назад
Keep up the momentum, Neil! Contact J. Powell immediately to initiate interest rate cuts NOW!
@dontdoitbro5495
@dontdoitbro5495 2 месяца назад
Look Jeff I think it's unfair that you take out your political frustrations out on Steve I see you
@jackbailey7037
@jackbailey7037 2 месяца назад
Nice to see Neil
@jackbailey7037
@jackbailey7037 2 месяца назад
Great podcast
@mustavogaia2655
@mustavogaia2655 2 месяца назад
sound is good
@dontdoitbro5495
@dontdoitbro5495 3 месяца назад
I love neils honesty. I agree. Has to be designer lol
@mustavogaia2655
@mustavogaia2655 3 месяца назад
the audio is better. thanks.
@dontdoitbro5495
@dontdoitbro5495 3 месяца назад
Someone needs to promote you guys. Very underfollowed
@dontdoitbro5495
@dontdoitbro5495 3 месяца назад
This channel will be big. With The compound and Risk reversal media, now these guys. Smart move to go podcast rojte
@joergmueller4439
@joergmueller4439 3 месяца назад
Thanks for sharing guys!!! You are not only really good but also funny. Just great. Love listening.
@patrickpk6299
@patrickpk6299 4 месяца назад
eclipse was a bust here...cloudy.
@kevinotero2141
@kevinotero2141 4 месяца назад
nvidia needs to cool off lol at 500 I was like wtf .
@patrickpk6299
@patrickpk6299 5 месяцев назад
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 6 месяцев назад
Keep posting on RU-vid. Try posting a small video explaining your public posted charts.
@zeus_2001
@zeus_2001 7 месяцев назад
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 месяцев назад
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."