- Видео 63
- Просмотров 5 318
RenMac
США
Добавлен 29 авг 2023
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
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 Off-Script Podcast: The Big Bull In Little China
RenMac discusses the latest payroll print, the political impact of the Trump convention one week later, the impact of lower yields, the shift from defense into cyclicalities and how that could impact utilities, and the big bull turn in China.
Просмотров: 35
Видео
RenMac Off-Script Podcast: Conviction Conundrum
Просмотров 23316 часов назад
RenMac discusses the political impact of the Trump conviction, how growth isn’t getting away from the Fed, sentiment and the post momentum hang-over industries, and trends vs momentum in China.
RenMac Off-Script Podcast: Nvidia’s Scary Shadow Over S&P
Просмотров 21914 дней назад
RenMac discusses why the Nvidia phenomenon may have overshadowed some more broader concerns, why the bond market was down on the PMI print, why the consensus is onsides now on growth, a high alert for housing, capitulation suggests softness in equities for 2024, little change in polls but big change in betting markets in 2024 presidential race.
RenMac Off-Script Podcast: Debate Bait
Просмотров 18621 день назад
RenMac discusses how Biden agreed to debate on his terms, the encouraging inflation print, how much of Biden’s billions have been spent and what Trump could do with them, improving beta vs. average momentum, the peak in short rates, strong election year seasonality, and why China is looking like the U.S. in 2009.
RenMac Off-Script Podcast: Consumer Conundrums
Просмотров 19528 дней назад
RenMac discusses how the FDIC fallout may play out next week, the improvement in small banks, the consumer credit conundrum, the short rate risk/reward scenario, and the consumer momentum in China.
RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed
Просмотров 296Месяц назад
RenMac discusses the economic data dump this week, why the realized inflation data will be important, Powell’s case for weaker inflation, why the voters remain sour on the economy, whether Johnson will be removed as speaker now or after November, and the outlook for Chinese growth.
Here's why Renaissance's Jeff deGraaf is bullish on China - April 30, 2024 on CNBC
Просмотров 674Месяц назад
Here's why Renaissance's Jeff deGraaf is bullish on China - April 30, 2024 on CNBC
Neill Dutta Sees Inflation Cooling This Year - April 30, 2024 on Bloomberg
Просмотров 91Месяц назад
Neill Dutta Sees Inflation Cooling This Year - April 30, 2024 on Bloomberg
deGraaf on bullish trends and looking for lows
Просмотров 137Месяц назад
deGraaf on bullish trends and looking for lows
RenMac Off-Script Podcast: Closer To The End?
Просмотров 216Месяц назад
RenMac discusses the low GDP and high inflation reports, how volatile trade figured may have skewed the data to the downside, why the consensus is probably right about growth, the mean reversion in the battleground state polls, why the Supreme Court may delay the federal cases against Trump, how price may be driving sentiment, why you want to be long in the summer months in a presidential elect...
RenMac Off-Script Podcast: 3 Pillars of a Low
Просмотров 92Месяц назад
Jeff goes solo off-script to talk about the recent equity weakness, the things he looks for to call a tactical bottom and where we stand currently.
RenMac Off-Script Podcast: Cuts delayed not derailed
Просмотров 198Месяц назад
RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market means consumers could struggle to absorb higher inflation; the risks Powell & Co. face in deciding to do (or not do); why the adage “sell in May and go away” doesn’t work; and how to take advantage of...
RenMac Asked & Answered: Neil Dutta is talking Inflation
Просмотров 51Месяц назад
RenMac Asked & Answered: Neil Dutta is talking Inflation
RenMac Neil Dutta on CNBC
Просмотров 123Месяц назад
The major averages fell today after the March Consumer Price Index came in hotter than anticipated, causing investors to push out their Fed rate cut expectations. “I still think the Fed’s cutting rates this year, I think they will probably start in July instead of June,” RenMac Head of Economics Neil Dutta said. “Ultimately we had three really bad months of underlying inflation to start the yea...
Powell Told Us What He Told Us
Просмотров 126Месяц назад
RenMac discusses Fed Governor Waller’s comments, context, and contrast with Powell; reconciling GDI and GDP; Biden’s bump in the Bloomberg battleground state poll, and some evidence of the momentum trade unwinding,
RenMac JSD Market Cycle Clock - 04052024
Просмотров 110Месяц назад
RenMac JSD Market Cycle Clock - 04052024
RenMac Off-Script Podcast: Payrolls Eclipse the Bears
Просмотров 1162 месяца назад
RenMac Off-Script Podcast: Payrolls Eclipse the Bears
RenMac Off-Script Podcast: Political & Productivity Paradox
Просмотров 1032 месяца назад
RenMac Off-Script Podcast: Political & Productivity Paradox
RenMac Off-Script Podcast: TikTok Trade
Просмотров 752 месяца назад
RenMac Off-Script Podcast: TikTok Trade
RenMac Off-Script Podcast: Bullish Zone
Просмотров 1052 месяца назад
RenMac Off-Script Podcast: Bullish Zone
RenMac Off-Script Podcast: Momentum Vs. Beta
Просмотров 743 месяца назад
RenMac Off-Script Podcast: Momentum Vs. Beta
RenMac Asked & Answered: Neil Dutta Consensus is off sides again
Просмотров 853 месяца назад
RenMac Asked & Answered: Neil Dutta Consensus is off sides again
RenMac Off-Script Podcast: Fiscal and Fed Fiasco
Просмотров 1073 месяца назад
RenMac Off-Script Podcast: Fiscal and Fed Fiasco
RenMac Off-Script: How Much Did Hur Hurt Biden?
Просмотров 553 месяца назад
RenMac Off-Script: How Much Did Hur Hurt Biden?
RenMac's Neil Dutta on CNBC - 1/30/2024
Просмотров 644 месяца назад
RenMac's Neil Dutta on CNBC - 1/30/2024
RenMac's Jeff deGraaf on CNBC - 1/18/2024
Просмотров 584 месяца назад
RenMac's Jeff deGraaf on CNBC - 1/18/2024
RenMac's Jeff deGraaf on CNBC - 1/4/2024
Просмотров 384 месяца назад
RenMac's Jeff deGraaf on CNBC - 1/4/2024
RenMac's Jeff deGraaf on CNBBC - 12/18/2023
Просмотров 354 месяца назад
RenMac's Jeff deGraaf on CNBBC - 12/18/2023
I love neils honesty. I agree. Has to be designer lol
the audio is better. thanks.
Someone needs to promote you guys. Very underfollowed
This channel will be big. With The compound and Risk reversal media, now these guys. Smart move to go podcast rojte
Thanks for sharing guys!!! You are not only really good but also funny. Just great. Love listening.
eclipse was a bust here...cloudy.
nvidia needs to cool off lol at 500 I was like wtf .
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
Keep posting on RUclips. Try posting a small video explaining your public posted charts.
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!
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."