{"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: Memorandum of Misunderstanding","slug":"renmac-off-script-memorandum-of-misunderstanding","published_at":"2026-07-17T16:09:12+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-memorandum-of-misunderstanding","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Memorandum-of-Misunderstanding-e3m77s3","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/122969411/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-17%2F428140686-44100-2-a91a5412109b2.mp3","summary":"RenMac breaks down the vicious unwind in the momentum trade, why a low headline VIX is masking the highest single-stock dispersion the team has ever measured, and how a cooler CPI print does little to stop the Fed conversation from tilting toward a September hike, with inflation, not growth, now owning the reaction function. The team also discusses rising Strait of Hormuz tensions and elevated oil, a looming 25% Brazil tariff, Korea's AI-driven rate hike, yen intervention risk, and the Washington theater around Fed leadership and congressional stock-trading rules.","meta_description":"RenMac breaks down the vicious unwind in the momentum trade, why a low headline VIX is masking the highest single-stock dispersion the team has ever measu…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2439,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-memorandum-of-misunderstanding/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-memorandum-of-misunderstanding.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}