# RenMac Off-Script: Rocket Man

Page: https://stenobird.com/podcast/renmac-344092/renmac-off-script-rocket-man
Text version: https://stenobird.com/podcast/renmac-344092/renmac-off-script-rocket-man.md
Podcast: [RenMac](https://stenobird.com/podcast/renmac-344092)
Published: 2026-06-12T16:10:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Rocket-Man-e3kn2m6
Audio file: https://anchor.fm/s/10928cc60/podcast/play/121391238/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-12%2F426023152-44100-2-4540e9f044902.mp3
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JSON: https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-rocket-man
Duration seconds: 2944

## Resource

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

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## Transcript

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