{"podcast":{"title":"RenMac","slug":"renmac-344092","podcast_index_feed_id":344092,"rss_url":"https://anchor.fm/s/10928cc60/podcast/rss","website_url":"https://www.spreaker.com/show/jeff-degraafs-show","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44386360/0ec428852544cedf.jpg","author":"Jeff deGraaf, Neil Dutta, & Stephen Pavlick","episode_count":303,"summary":"Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer .......... This Podcast Audio Show has been prepared by Renaissance Macro Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC. This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in this document. The information is not intended to be a complete statement or summary of the markets, economy or other developments referred to in the Podcast Audio Show. Any opinions expressed in this Podcast Audio Show may change without notice. Any statements contained in this Podcast Audio Show attributed to a third party represent RenMac's interpretation of the data, information and/or opinions provided by that third party either publicly or through a subscription service, and…","last_synced_at":"2026-07-18T04:17:58.219086+00:00","page_url":"https://stenobird.com/podcast/renmac-344092"},"episode":{"title":"RenMac Off-Script: Around the World with Ozan","slug":"renmac-off-script-around-the-world-with-ozan","published_at":"2026-05-15T16:25:11+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-around-the-world-with-ozan","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Around-the-World-with-Ozan-e3jdvaf","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/120044303/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-15%2F424226209-44100-2-a3fec95395d2a.mp3","summary":"RenMac welcomes Deutsche Bank Vice Chair of Global Macro Ozan Tarman for a deep dive on rising yields, “warflation,” and whether the bond vigilantes are back. The team debates whether the move above 4.50% in the 10-year marks a regime shift, why AI is still carrying equities despite mounting macro stress, and how Iran, Taiwan, and Trump’s China trip are reshaping global markets. They also unpack Kevin Warsh’s difficult Fed setup, crowded positioning across rates and FX, private credit risks, and why housing and consumer may be flashing warning signs beneath the surface. We also welcome you to download our report: RenMac BDC Primer","meta_description":"RenMac welcomes Deutsche Bank Vice Chair of Global Macro Ozan Tarman for a deep dive on rising yields, “warflation,” and whether the bond vigilantes are b…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3017,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-around-the-world-with-ozan/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-around-the-world-with-ozan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}