DiscoverRenMacRenMac Off-Script: Don't Fist Fight the Fed
RenMac Off-Script: Don't Fist Fight the Fed

RenMac Off-Script: Don't Fist Fight the Fed

Update: 2025-07-25
Share

Description

RenMac talks tariffs and who really bears the burden, Trump’s Fed site-visit and true objective, the narrow market excuse and why it’s more bearish propaganda than insightful utility, and the negative global liquidity story imbedded in JGB normalization and the Yen carry trade unwind.
Comments 
In Channel
RenMac Off-Script: Bubble Bandwagons

RenMac Off-Script: Bubble Bandwagons

2025-10-2431:40

RenMac Off-Script: Shooting The Hostages

RenMac Off-Script: Shooting The Hostages

2025-10-1741:21

RenMac Legends Podcast with Michelle Meyer

RenMac Legends Podcast with Michelle Meyer

2025-10-1641:30

RenMac Off-Script: The Golden Age

RenMac Off-Script: The Golden Age

2025-10-1030:13

RenMac Off-Script: Shutdown Shenanigans

RenMac Off-Script: Shutdown Shenanigans

2025-10-0339:37

RenMac Off-Script: Productivity Push or Problem

RenMac Off-Script: Productivity Push or Problem

2025-09-2658:01

RenMac Off-Script: Lack of Conviction

RenMac Off-Script: Lack of Conviction

2025-09-1936:59

RenMac Off-Script: Market Highs with Fed at Crossroads

RenMac Off-Script: Market Highs with Fed at Crossroads

2025-09-1236:03

RenMac Mailbag Question Introduce

RenMac Mailbag Question Introduce

2025-09-0900:35

RenMac Off-Script: Jobs Stumble as Gold Runs

RenMac Off-Script: Jobs Stumble as Gold Runs

2025-09-0537:44

RenMac Off-Script: China Breakout & Fed Shakeout

RenMac Off-Script: China Breakout & Fed Shakeout

2025-08-2948:10

RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents

2025-08-2234:14

RenMac Off-Script: Money Illusion

RenMac Off-Script: Money Illusion

2025-08-1534:50

RenMac Off-Script: Trump/Powell Play Chicken

RenMac Off-Script: Trump/Powell Play Chicken

2025-08-0834:56

RenMac Off-Script: Summer Soft-Patch

RenMac Off-Script: Summer Soft-Patch

2025-08-0136:33

RenMac Off-Script: Don't Fist Fight the Fed

RenMac Off-Script: Don't Fist Fight the Fed

2025-07-2542:06

RenMac Off-Script: Shutdown Surprise

RenMac Off-Script: Shutdown Surprise

2025-07-1835:37

RenMac Off-Script: Tariff Tangle Reignited

RenMac Off-Script: Tariff Tangle Reignited

2025-07-1134:38

RenMac Off-Script: Payrolls, PMIs & Poolside Predictions

RenMac Off-Script: Payrolls, PMIs & Poolside Predictions

2025-07-0426:51

RenMac Off-Script: The Apprentice: Fed Edition

RenMac Off-Script: The Apprentice: Fed Edition

2025-06-2735:43

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

RenMac Off-Script: Don't Fist Fight the Fed

RenMac Off-Script: Don't Fist Fight the Fed

Jeff deGraaf, Neil Dutta, & Stephen Pavlick