{"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: RenMac’s Breadth Problem","slug":"renmac-off-script-renmac-s-breadth-problem","published_at":"2026-05-01T16:21:13+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-renmac-s-breadth-problem","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-RenMacs-Breadth-Problem-e3ioi8m","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/119342806/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-1%2F423275153-44100-2-6ed4dd2174339.mp3","summary":"RenMac breaks down a powerful market rally masking weak breadth and narrow leadership concentrated in AI, semis, and energy. The team explores a soft underlying growth backdrop, slowing wage gains alongside rising prices, and why the Fed remains on hold despite mounting tension within the committee. They also discuss higher oil expectations, pressure on consumers, risks from concentrated momentum and “bubble” conditions in tech, and how markets are navigating a disconnect between strong earnings and fragile macro fundamentals.","meta_description":"RenMac breaks down a powerful market rally masking weak breadth and narrow leadership concentrated in AI, semis, and energy. The team explores a soft unde…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2435,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-renmac-s-breadth-problem/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-renmac-s-breadth-problem.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}