{"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: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + What’s on Tap For ‘26","slug":"renmac-off-script-ronaldo-trade-inflation-what-investors-missed-in-25-what-s-on-tap-for-26","published_at":"2025-12-26T17:36:24+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-ronaldo-trade-inflation-what-investors-missed-in-25-what-s-on-tap-for-26","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Ronaldo--Trade--Inflation--What-Investors-Missed-in-25---Whats-on-Tap-For-26-e3cr803","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/113139139/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-26%2F415031461-44100-2-ebf97bf8f0dc6.mp3","summary":"RenMac closes out 2025 by reflecting on the year’s biggest macro, market, and political surprises as the team looks ahead to early 2026. deGraaf explains why seasonality and easing inflation remain underappreciated tailwinds, Dutta highlights the growing disconnect between strong GDP prints and weakening income and warns that unemployment — not growth — will drive the next phase of the cycle. And Pavlick breaks down why internal Republican divisions and the unresolved Fed chair search matter heading into midterms. The team also discusses consumer confidence, gold and metals strength, and late-year market positioning.","meta_description":"RenMac closes out 2025 by reflecting on the year’s biggest macro, market, and political surprises as the team looks ahead to early 2026. deGraaf explains…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2378,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-ronaldo-trade-inflation-what-investors-missed-in-25-what-s-on-tap-for-26/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-ronaldo-trade-inflation-what-investors-missed-in-25-what-s-on-tap-for-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}