{"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: Big Oil: Pump for Trump","slug":"renmac-off-script-big-oil-pump-for-trump","published_at":"2026-01-09T19:17:21+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-big-oil-pump-for-trump","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Big-Oil-Pump-for-Trump-e3de2c6","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/113755974/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-9%2F415813081-44100-2-89c2e3c2e71f4.mp3","summary":"RenMac digs into a complicated January jobs report that dampens near-term rate-cut expectations as Dutta warns that unemployment risks are rising beneath stable headlines, while deGraaf points to an updated Market Cycle Clock, falling yields and trend signals that still support equities. Pavlick outlines growing policy uncertainty around tariffs, housing affordability, and Venezuela, and the team explores why markets continue to shrug off geopolitical risk, how healthcare and biotech are emerging as contrarian opportunities, and what investors should watch for as earnings season and inflation data take center stage. Our Outlook call is now available. Watch it here:https://start.renmac.com/2026outlook_lp","meta_description":"RenMac digs into a complicated January jobs report that dampens near-term rate-cut expectations as Dutta warns that unemployment risks are rising beneath…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2977,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-big-oil-pump-for-trump/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-big-oil-pump-for-trump.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}