{"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: Escort No Shows & Stripper Wells*","slug":"renmac-off-script-escort-no-shows-stripper-wells","published_at":"2026-03-12T17:49:09+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-escort-no-shows-stripper-wells","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Escort-No-Shows--Stripper-Wells-e3gbnm5","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/116825221/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-12%2F419882988-44100-2-f13b1481a1c5e.mp3","summary":"Commodity Context founder Rory Johnston joins the RenMac Off-Script team to discuss escalating attacks in the Strait of Hormuz and why a prolonged disruption could remove up to 20% of global oil supply and push oil to $200. The team breaks down why markets may be underpricing the duration of the conflict, how refinery shortages in Asia could ripple through global energy markets, and why Russia may ultimately benefit from the crisis. They also discuss the limits of SPR releases and U.S. shale responses, cracks forming beneath the surface in equities, why gold and defensive sectors aren’t behaving like a typical risk-off environment, and how geopolitics could collide with Fed policy, inflation data, and consumer spending in the weeks ahead.","meta_description":"Commodity Context founder Rory Johnston joins the RenMac Off-Script team to discuss escalating attacks in the Strait of Hormuz and why a prolonged disrupt…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3897,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-escort-no-shows-stripper-wells/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-escort-no-shows-stripper-wells.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}