RenMac

5.8K subscribers

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

37:53

Beneath the Bull: RenMac Off-Script

RenMac · 1.8K views · 5 hours ago

2:23

Neil Dutta on Bloomberg Surveillance - 10/2/26

RenMac · 325 views · 5 hours ago

42:43

Hawk and Awe: RenMac Off-Script

RenMac · 8.3K views · 7 days ago

37:04

There Is An Alternative: RenMac Off-Script

RenMac · 8.7K views · 2 weeks ago

42:27

RenMac Legends: A Conversation with Scott Bessent - Original Released on February 6th, 2021

RenMac · 473 views · 1 year ago

49:24

Hormuz, Hyperscalers & the Market*

RenMac · 7.6K views · 4 weeks ago

3:39

"We have seen the effect of higher rates on stocks": Jeff deGraaf on CNBC

RenMac · 374 views · 5 hours ago

42:34

Fed Hikes, Higher Yields & the Great Rotation

RenMac · 7.4K views · 3 weeks ago

3:46

Equity Market Uptrend is Still Intact: Jeff deGraaf on CNBC 9/1/2026

RenMac · 3.7K views · 1 month ago

46:17

When Good News Isn't Enough: The AI Trade, Higher Real Yields & the Fed

RenMac · 5.2K views · 2 months ago

46:11

Total Eclipse of the Hike

RenMac · 4.2K views · 1 month ago

51:29

Why the Fed Is Stuck, Who's Really Buying Gold, and What AI Capex Is Hiding*

RenMac · 8.8K views · 1 month ago

51:13

Breakouts and Breaking Points: Yields, AI, and Crypto's New Era

RenMac · 2.9K views · 4 months ago

1:02:51

Clarida Gives RenMac Clarity: RenMac Off-Script*

RenMac · 4.5K views · 5 months ago

38:16

Warsh's Hawkish Debut, Falling Oil, and the First Cracks in Private Credit

RenMac · 3.5K views · 3 months ago

41:00

RenMac Off-Script: RenMac’s Breadth Problem

RenMac · 3K views · 5 months ago

50:52

Warflation, Bond Vigilantes, the AI Rally…And What’s Lurking in Private Credit

RenMac · 4.1K views · 4 months ago

4:34

RenMac Asked & Answered: Neil Dutta Consensus is off sides again

RenMac · 90 views · 2 years ago

41:49

A Weak Fed Chair, a Momentum Crash, and Why September Points to a Hike

RenMac · 4.5K views · 2 months ago

YouTube, with the door locked.

Aegis plays a clean stream instead of YouTube's player, so pre-roll ads, trackers, and fingerprinting never ride along. Drop Shields any time if you want the official player back.