# RenMac Off-Script: Flying Blind

Page: https://stenobird.com/podcast/renmac-344092/renmac-off-script-flying-blind
Text version: https://stenobird.com/podcast/renmac-344092/renmac-off-script-flying-blind.md
Podcast: [RenMac](https://stenobird.com/podcast/renmac-344092)
Published: 2026-06-26T04:05:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Flying-Blind-e3lajk4
Audio file: https://anchor.fm/s/10928cc60/podcast/play/122031172/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-26%2F426881770-44100-2-0e82feeb40a46.mp3
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JSON: https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-flying-blind
Duration seconds: 2268

## Resource

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

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## Transcript

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