RenMac Off-Script: Can't Spell Allbirds w/o AI
From RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
April 17, 2026 · 42 min
About this episode
The episode discusses the current market conditions, AI's impact on speculation, and various economic risks affecting consumers and housing.
RenMac unpacks a market at new highs despite slowing growth, softening real consumption, and rising real rates acting as a drag beneath the surface. The team debates AI-driven speculative behavior, a fragile consumer distorted by nominal spending and gas prices, housing that likely needs job losses to reset, and why markets are dismissing oil, policy, and Fed risks that haven’t hit earnings yet. We also welcome you to access “deGraaf: Fading the Fads” report: https://start.renmac.com/4-17-2026-fading-the-fads
Topics covered
- market highs
- AI-driven behavior
- consumer spending
- housing market
- oil risks
- Fed policy
Keywords
- Allbirds
- real consumption
- gas prices
- job losses
- earnings
Mentioned in this episode
Products: Allbirds
Books & works: deGraaf: Fading the Fads
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