{"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: Clarida Gives RenMac Clarity","slug":"renmac-off-script-clarida-gives-renmac-clarity","published_at":"2026-04-10T18:49:24+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-clarida-gives-renmac-clarity","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Clarida-Gives-RenMac-Clarity-e3hnjpk","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/118263028/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-10%2F421813484-44100-2-d1ad2b4df47ab.mp3","summary":"Former Fed Vice Chair Rich Clarida joins the RenMac Off-Script team to discuss the evolving Fed reaction function amid a potential transition to a Warsh-led regime and why markets are struggling to price policy. The team breaks down how Middle East developments and energy prices complicate rate cuts, why underlying inflation may be softer than headline data suggests, and how AI-driven productivity could create conflicting pressures on growth, inflation, and rates. They also explore rising fragility in equities, the role of real rates as the key market driver, and why the current rally lacks the breadth and conviction needed for a durable move higher. Here is the link to Richard Clarida's Spotify : https://open.spotify.com/album/51lgCHoPn3Os1PiCirwidr","meta_description":"Former Fed Vice Chair Rich Clarida joins the RenMac Off-Script team to discuss the evolving Fed reaction function amid a potential transition to a Warsh-l…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3743,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-clarida-gives-renmac-clarity/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-clarida-gives-renmac-clarity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}