Episode

RenMac Off-Script: Rocket Man

Podcast: RenMac
Published: Jun 12, 2026
Duration seconds: 2944
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Canonical source: https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Rocket-Man-e3kn2m6
Audio: https://anchor.fm/s/10928cc60/podcast/play/121391238/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-12%2F426023152-44100-2-4540e9f044902.mp3
JSON: /v1/public/podcasts/renmac-344092/episodes/renmac-off-script-rocket-man
Markdown: /podcast/renmac-344092/renmac-off-script-rocket-man.md

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Summary

RenMac breaks down the SpaceX IPO frenzy, why history suggests caution around the most anticipated market debuts, and how stronger inflation and labor data are shifting the Fed conversation toward a more hawkish stance. The team also discusses private credit liquidity concerns, rising real rates, the Iran outlook, and whether market leadership is finally broadening beyond a handful of crowded trades