Ads skipped

Higher Rates, Cracking Credit & a Hawkish Fed

8.2K views · Sep 25, 2026 · People & Blogs

Comments · 10

  • @RenMacLLC · 5 days ago (edited) · pinned

    Got a question for RenMac&apos;s analysts? 👇Drop it below or submit to our mailbag: <a href="https://start.renmac.com/renmac-mailbag-video">https://start.renmac.com/renmac-mailbag-video</a>

  • @jvlaina · 5 days ago

    It&apos;s nice that you had George Clooney hosting today. <br>Neil&apos;s hair is rising with bond yields. (Still my favorite!)

    4

  • @jfritzinger · 5 days ago

    great discussion gents.

  • @nicolasmontoya · 2 days ago

    You guys are great, love the podcast - can we do something about Neil’s email or calendar alerts pinging multiple times every episode?

  • @pdykesdykes · 5 days ago

    Love the session, Neil is awesome (hair caused me a bit of distress ;-), great insights by team.

    2

  • @carterevans99 · 4 days ago

    Minute 10 Neal says the Fed never does a &quot;one and done&quot;. The Fed did a one and done in 1997.

  • @yomajo · 5 days ago

    <a href="https://www.youtube.com/watch?v=f2EVDf1bP44&amp;t=790">13:10</a> if Kevin wasn&apos;t a puppet, there would had been 50bps hike.

    2

Up next

LIVE

Bill Gates: A.I. ‘Makes Nuclear Weapons Look Like Nothing’ | The Ezra Klein Show

The Ezra Klein Show and 2 more · 684K views

LIVE

Why Cem Karsan Is Buying Volatility for a 40% Drawdown

tastylive and Kai Media · 53K views

LIVE

Neil Dutta on Bloomberg Weekend - 9/27/2026

RenMac · 2.4K views

LIVE

Neil Dutta on CNBC Squawk on the Street

RenMac · 8.2K views

LIVE

Tucker Carlson has a new enemy: the politics he helped build | Newsmakers

NPR · 2.2M views

LIVE

Could the UK really rejoin the EU? | BBC Newscast

BBC News · 28K views

LIVE

Gold Is Getting Crushed—Is This The Start Of A Bigger Downturn? | Jeff Christian

David Lin · 77K views

LIVE

AI Will Be Biggest 'Misallocation' of Capital, Says Noble

Bloomberg Podcasts · 326K views

LIVE

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

Steve Eisman · 406K views

LIVE

An Afternoon with David Rosenberg & Jeffrey Gundlach

Rosenberg Research · 31K views

LIVE

There Is An Alternative: RenMac Off-Script

RenMac · 8.7K views

LIVE

Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76

Steve Eisman · 160K views

LIVE

Inside Economics Podcast #299- The (Not So) Great Wealth Transfer

Moody's · 687 views

LIVE

David Hunter on the S&P 500, Bonds, Gold & Oil | What Comes Next?

Jimmy Connor · 70K views

LIVE

Why we should all care about Japan’s rising rates with Patrick Boyle

The Rest Is Money and Patrick Boyle · 230K views

LIVE

The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

Steve Eisman · 436K views

LIVE

The AI Bubble Has a Due Date. It's 2029: Paul Kedrosky

Between Two COO's Podcast - Michael Koenig · 21K views

LIVE

Aswath Damodaran Grades 9 Trillion-Dollar Stocks

Jon Erlichman · 59K views

LIVE

Danielle DiMartino Booth: I’d Buy Gold on the Next Big Drop

VRIC Media · 36K views

LIVE

Yardeni Sees Revenge of the Bond Vigilantes

Bloomberg Television · 84K views

LIVE

Ray Dalio: I Predicted The 2008 CRASH, I Know What Comes Next!

The Diary Of A CEO · 6.8M views

LIVE

Making Sense of Sky-High Treasury Yields | WSJ’s Take On the Week

WSJ Podcasts · 154K views

LIVE

The Stocks That Could Survive an AI Bust | Merryn Talks Money

Bloomberg Podcasts · 5.1K views

LIVE

How AI Is Quietly Transforming the Courts | The AI Sidebar

InfoTrack US · 186 views

LIVE

Bonds Are Going Haywire Again — Howard Marks Explains Why

Prof G Markets · 188K views

LIVE

Yields Hit Multi-Decade Highs. Are We in Trouble? | Macro Mondays w/ Andreas & Mikkel

Real Vision · 11K views

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.