
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 13 chart positions in 13 markets.
By chart position
- 🇨🇦CA · Investing#1015K to 30K
- 🇺🇸US · Investing#1835K to 30K
- 🇬🇧GB · Investing#1915K to 30K
- 🇪🇸ES · Investing#5030K to 100K
- 🇯🇵JP · Investing#8410K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
22K to 86K🎙 Daily cadence·290 episodes·Last published 4d ago - Monthly Reach
Unique listeners across all episodes (30 days)
74K to 285K🇪🇸35%🇨🇦11%🇺🇸11%+10 more - Active Followers
Loyal subscribers who consistently listen
29K to 114K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 18 epsHosts
Recent guests
Recent episodes
RenMac Off-Script: Flying Blind
Jun 26, 2026
Unknown duration
RenMac Off-Script: Warsh Lets the Hawks Fly
Jun 19, 2026
Unknown duration
RenMac Off-Script: Rocket Man
Jun 12, 2026
49m 04s
RenMac Off-Script: Small Ball
Jun 5, 2026
32m 21s
RenMac Off-Script: Shoot ‘em in the Back
May 29, 2026
40m 42s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/26/26 | ![]() RenMac Off-Script: Flying Blind | RenMac breaks down a hawkish shift from the Fed and why higher real yields are reshaping market leadership beneath the surface. The team discusses Treasury Secretary Scott Bessent's economic agenda, the rotation away from the Mag 7, mounting stress in private credit, the outlook for Iran and oil prices, and why improving market breadth is encouraging—but not yet an all-clear signal | — | ||||||
| 6/19/26 | ![]() RenMac Off-Script: Warsh Lets the Hawks Fly | RenMac breaks down new Fed Chair Kevin Warsh's first meeting — the most hawkish FOMC outcome on record by the move in the two-year yield — why falling oil won't pull the Fed off its tightening bias, and how rate hikes are now on the table as soon as July. The team also discusses the fragile Iran settlement, a firmer dollar, the Defense Production Act's reach into non-defense names, US-versus-ex-US equity leadership, and the week ahead in core PCE, Micron, and Fed speakers. | — | ||||||
| 6/12/26 | ![]() RenMac Off-Script: Rocket Man✨ | SpaceX IPOmarket debuts+5 | — | SpaceX | Iran | SpaceXIPO+6 | — | 49m 04s | |
| 6/5/26 | ![]() RenMac Off-Script: Small Ball✨ | small cap performancemarket cycles+5 | Kevin Dempter | SpaceXFannie+1 | China | small capsmarket super cycle+5 | — | 32m 21s | |
| 5/29/26 | ![]() RenMac Off-Script: Shoot ‘em in the Back✨ | equity marketslate-cycle stress+4 | — | RenMacFed+8 | Iran | equity marketstech+5 | — | 40m 42s | |
| 5/22/26 | ![]() RenMac Off-Script: Seeking Crypto Clarity✨ | Crypto regulationStablecoins+5 | Zach Pandl | Grayscale InvestmentsRenMac | CongressStrait of Hormuz+1 | Clarity Actstablecoins+6 | — | 50m 33s | |
| 5/15/26 | ![]() RenMac Off-Script: Around the World with Ozan✨ | rising yieldswarflation+5 | Ozan Tarman | Deutsche Bank | IranTaiwan | yieldswarflation+7 | — | 50m 17s | |
| 5/8/26 | ![]() RenMac Off-Script: Fine… For Now✨ | labor marketAI investment+5 | — | RenMac | IranChina | labor marketAI+5 | — | 34m 11s | |
| 5/1/26 | ![]() RenMac Off-Script: RenMac’s Breadth Problem✨ | market rallyweak breadth+5 | — | RenMacAI+4 | — | market rallybreadth problem+7 | — | 40m 35s | |
| 4/24/26 | ![]() RenMac Off-Script: Burden Is On The Bears✨ | private credit marketfinancial conditions+5 | — | RenMac | U.S. | private creditfinancial conditions+5 | — | 41m 19s | |
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| 4/17/26 | ![]() RenMac Off-Script: Can't Spell Allbirds w/o AI✨ | market highsAI-driven behavior+4 | — | AllbirdsRenMac+2 | — | Allbirdsreal consumption+3 | — | 42m 05s | |
| 4/10/26 | ![]() RenMac Off-Script: Clarida Gives RenMac Clarity✨ | Federal Reserveinflation+3 | Rich Clarida | RenMacFed+1 | Middle East | rate cutsMiddle East+2 | — | 1h 02m 23s | |
| 4/3/26 | ![]() RenMac Off-Script: Good Friday & Dark Crosses✨ | March payrolls reportFed signals+11 | — | RenMacFed | Iranthe Strait of Hormuz | marketsinflation+2 | — | 38m 56s | |
| 3/27/26 | ![]() RenMac Off-Script: Strait Talk*✨ | Strait of Hormuzgeopolitical decisions+8 | Michael Allen | U.S. National SecurityRenMac+1 | the Strait of HormuzU.S. | energy marketsU.S. strategic credibility+5 | — | 49m 44s | |
| 3/20/26 | ![]() RenMac Off-Script: Fear Factor(s)✨ | quadruple witchinggamma dynamics+5 | — | oilRenMac | — | market repricingenergy shocks+2 | — | 41m 39s | |
| 3/12/26 | ![]() RenMac Off-Script: Escort No Shows & Stripper Wells*✨ | Strait of Hormuzglobal oil supply+12 | Rory Johnston | Commodity ContextRenMac+1 | the Strait of HormuzAsia+2 | oil pricesmarket analysis+2 | — | 1h 04m 57s | |
| 3/6/26 | ![]() RenMac Off-Script: Crude Awakening✨ | Iran conflictoil prices+10 | — | RenMacFed | Iran | energymarket cycle+2 | — | 38m 58s | |
| 2/27/26 | ![]() RenMac Off-Script: Is The Bull Case &@#% !?✨ | economic narrativetax refunds+7 | — | RenMacTreasury | Washington | bull caseinvestment+6 | — | 44m 09s | |
| 2/20/26 | ![]() RenMac Off-Script: Credit Concerns✨ | credit concernsmarket trends+7 | — | RenMac | Iran | 2-year yieldscyclicals+4 | — | 42m 42s | |
| 2/13/26 | ![]() RenMac Off-Script: AI Bifurcation✨ | AIinflation+5 | — | RenMacFed+1 | TaiwanD.C. | Fed cutsjob anxiety+4 | — | 32m 22s | |
| 2/6/26 | ![]() RenMac Off-Script: Big Tech Faces Capex Conundrum | CNBC’s Sara Eisen joins the RenMac Off-Script team to unpack why Big Tech’s AI spend is suddenly spooking markets, cracking momentum trades, and pressuring software stocks. The team breaks down softening labor signals beneath solid GDP growth, Bitcoin’s risk warning, FX stress abroad, the views of the Davos elite and what a potential Kevin Warsh Fed chair could mean for markets. | — | ||||||
| 1/30/26 | ![]() RenMac Off-Script: Warsh Your Hands | RenMac unpacks the market fallout from Kevin Warsh emerging as the leading Fed chair candidate, the risks building in parabolic trades like gold and crypto and why sentiment extremes and “hair-trigger” psychology make these trades vulnerable to sharp reversals. The team also breaks down “momentum tech” and sector rotation risks, rising trade and shutdown risks, China-Taiwan tensions and why February seasonality could amplify market crosscurrents. | — | ||||||
| 1/23/26 | ![]() RenMac Off-Script: Mysterious Market Reactions | RenMac digs into the growing political stakes around the Fed chair decision, why global yields—especially in Japan—are reshaping risk appetite, and how improving breadth, regional banks, and small caps point to healthier market internals. The team also breaks down Davos takeaways on trade, rare earths, and China strategy, why good news for the economy doesn’t always translate into good news for the markets, and what to watch next as yields, seasonality, and leadership trends evolve. | — | ||||||
| 1/16/26 | ![]() RenMac Off-Script: Live From The Edge | RenMac recaps key takeaways from the firm’s 2026 Investor Forum, where stronger near-term data clashes with persistent weakness in housing and labor. Dutta argues inflation pressures continue to ease and deGraaf explains why that cooling inflation, improving breadth, and early strength in consumer discretionary point to a more constructive equity backdrop. Pavlick outlines why affordability is shaping energy, housing, and trade policy in a midterm year, while geopolitical tensions around China, Taiwan, and Venezuela remain underpriced. And the team dives into the Fed chair sweepstakes, debating Powell’s staying power, the risks of politicized dissents, and what true Fed independence means for markets in 2026. | — | ||||||
| 1/9/26 | ![]() RenMac Off-Script: Big Oil: Pump for Trump | RenMac digs into a complicated January jobs report that dampens near-term rate-cut expectations as Dutta warns that unemployment risks are rising beneath stable headlines, while deGraaf points to an updated Market Cycle Clock, falling yields and trend signals that still support equities. Pavlick outlines growing policy uncertainty around tariffs, housing affordability, and Venezuela, and the team explores why markets continue to shrug off geopolitical risk, how healthcare and biotech are emerging as contrarian opportunities, and what investors should watch for as earnings season and inflation data take center stage.Our Outlook call is now available. Watch it here:https://start.renmac.com/2026outlook_lp | — | ||||||
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Chart Positions
16 placements across 13 markets.
Chart Positions
16 placements across 13 markets.
