# RenMac Off-Script: Can't Spell Allbirds w/o AI

Page: https://stenobird.com/podcast/renmac-344092/renmac-off-script-can-t-spell-allbirds-w-o-ai
Text version: https://stenobird.com/podcast/renmac-344092/renmac-off-script-can-t-spell-allbirds-w-o-ai.md
Podcast: [RenMac](https://stenobird.com/podcast/renmac-344092)
Published: 2026-04-17T14:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Cant-Spell-Allbirds-wo-AI-e3i1vru
Audio file: https://anchor.fm/s/10928cc60/podcast/play/118603070/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-17%2F422264862-44100-2-42754094b213b.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-can-t-spell-allbirds-w-o-ai
Duration seconds: 2525

## Resource

RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. The team debates AI-driven speculative behavior, a fragile consumer distorted by nominal spending and gas prices, housing that likely needs job losses to reset, and why markets are dismissing oil, policy, and Fed risks that haven’t hit earnings yet. We also welcome you to access “deGraaf: Fading the Fads” report: https://start.renmac.com/4-17-2026-fading-the-fads

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## Transcript

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