| Publishes | Daily or near-daily | Episodes | 280 | Founded | N/A |
|---|---|---|---|---|---|
| Number of Listeners | Category | Investing | |||
RenMac Off-Script: Big Tech Faces Capex Conundrum
Fri Feb 06 2026
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.
Public ranges are rounded for privacy. Unlock the full report for exact values.
Social links
No public profiles listed.
We publicly share enough context for discovery. For actionable outreach data, unlock the private blocks below.
Want to get booked on podcasts like this?
PodPitch helps you find shows, draft personalized pitches, and hit send faster. We share enough public context for discovery; for actionable outreach data, unlock the private blocks.
This show is Rank #14801 by pitch volume, with 22 pitches sent by PodPitch users.
We summarize public review counts here; full review text aggregation is not shown on PodPitch yet.
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 su
Daily or near-daily
PodPitch shows a public audience band (like "4K–8K / month"). Book a demo to unlock exact audience estimates and how we calculate them.
Use PodPitch to access verified outreach details and pitch recommendations for RenMac. Start at https://podpitch.com/try/1.
This page includes internal links to similar podcasts. You can also browse the full directory at https://podpitch.com/podcasts.
Public pages only show a masked contact preview. Book a demo to unlock verified email and outreach fields.