{"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: Can't Spell Allbirds w/o AI","slug":"renmac-off-script-can-t-spell-allbirds-w-o-ai","published_at":"2026-04-17T14:00:00+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-can-t-spell-allbirds-w-o-ai","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Cant-Spell-Allbirds-wo-AI-e3i1vru","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/118603070/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-17%2F422264862-44100-2-42754094b213b.mp3","summary":"RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. The team debates AI-driven speculative behavior, a fragile consumer distorted by nominal spending and gas prices, housing that likely needs job losses to reset, and why markets are dismissing oil, policy, and Fed risks that haven’t hit earnings yet. We also welcome you to access “deGraaf: Fading the Fads” report: https://start.renmac.com/4-17-2026-fading-the-fads","meta_description":"RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. The t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2525,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-can-t-spell-allbirds-w-o-ai/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-can-t-spell-allbirds-w-o-ai.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}