Episode

RenMac Off-Script: Warsh Lets the Hawks Fly

Podcast: RenMac
Published: Jun 19, 2026
Duration seconds: 2213
Processing state: not_requested
Canonical source: https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Warsh-Lets-the-Hawks-Fly-e3l109q
Audio: https://anchor.fm/s/10928cc60/podcast/play/121716474/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-19%2F426460340-44100-2-b65079300f5f6.mp3
JSON: /v1/public/podcasts/renmac-344092/episodes/renmac-off-script-warsh-lets-the-hawks-fly
Markdown: /podcast/renmac-344092/renmac-off-script-warsh-lets-the-hawks-fly.md

Actions

POST https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-warsh-lets-the-hawks-fly/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/renmac-344092/renmac-off-script-warsh-lets-the-hawks-fly.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

RenMac breaks down new Fed Chair Kevin Warsh's first meeting — the most hawkish FOMC outcome on record by the move in the two-year yield — why falling oil won't pull the Fed off its tightening bias, and how rate hikes are now on the table as soon as July. The team also discusses the fragile Iran settlement, a firmer dollar, the Defense Production Act's reach into non-defense names, US-versus-ex-US equity leadership, and the week ahead in core PCE, Micron, and Fed speakers.