{"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: Small Ball","slug":"renmac-off-script-small-ball","published_at":"2026-06-05T16:02:10+00:00","page_url":"https://stenobird.com/podcast/renmac-344092/renmac-off-script-small-ball","show_page_url":"https://stenobird.com/podcast/renmac-344092","url":"https://podcasters.spotify.com/pod/show/renmac-it/episodes/RenMac-Off-Script-Small-Ball-e3kcs9v","audio_url":"https://anchor.fm/s/10928cc60/podcast/play/121057023/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-5%2F425578136-44100-2-52854ac8d738d.mp3","summary":"RenMac small cap strategist Kevin Dempter joins Off-Script to discuss what's driving small cap outperformance since Liberation Day and whether the run has room to go. The team digs into the technical setup in regionals and biotech as potential breakout catalysts, the SpaceX IPO mechanics and where retail may get trapped, and how to distinguish a durable market super cycle from a dangerous earnings bubble given historically narrow leadership. They also tackle a stronger-than-expected payrolls print that reshuffled the Fed outlook, Neil Dutta's skepticism on AI-driven productivity gains, the FHFA/DNI reshuffle and what it means for Fannie and Freddie, and whether the Trump-China relationship has turned a corner on trade and Iran.","meta_description":"RenMac small cap strategist Kevin Dempter joins Off-Script to discuss what's driving small cap outperformance since Liberation Day and whether the run has…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1941,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/renmac-344092/episodes/renmac-off-script-small-ball/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-small-ball.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}