Episode

RenMac Off-Script: Flying Blind

Podcast: RenMac
Published: Jun 26, 2026
Duration seconds: 2268
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Canonical source: https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Flying-Blind-e3lajk4
Audio: https://anchor.fm/s/10928cc60/podcast/play/122031172/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-26%2F426881770-44100-2-0e82feeb40a46.mp3
JSON: /v1/public/podcasts/renmac-344092/episodes/renmac-off-script-flying-blind
Markdown: /podcast/renmac-344092/renmac-off-script-flying-blind.md

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Summary

RenMac breaks down a hawkish shift from the Fed and why higher real yields are reshaping market leadership beneath the surface. The team discusses Treasury Secretary Scott Bessent's economic agenda, the rotation away from the Mag 7, mounting stress in private credit, the outlook for Iran and oil prices, and why improving market breadth is encouraging—but not yet an all-clear signal