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Welcome to "The Rural Property Podcast" the podcast where rural property development meets lively conversation! Join Sam Butler and Neil Burden, the brains behind Burden and Butler, as they explore the profitable world of rural property development. From forgotten farmhouses to hidden building plots nestled in the countryside, Sam and Neil bring you expert insights, practical advice, and of course, plenty of banter. Each episode features interviews with industry experts, real-life stories, a ...
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RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

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Weekly
 
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 instrum ...
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Downfall

Neil Thomas Proto

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Monthly
 
A limited-edition, documentary style podcast - timely and enduring - created and written by Neil Thomas Proto, author of Fearless: A. Bartlett Giamatti and the Battle for Fairness in America with guest, actor Marcus Bartlett Giamatti, hosted by Emmy-award winning broadcast journalist Diane Smith. The August 24, 1989 decision by Commissioner A. Bartlett Giamatti to ban Pete Rose from Baseball was the prelude to a broader, Epic Battle to protect Baseball’s authenticity against greed and cheati ...
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show series
 
RenMac discusses Biden’s struggles and how the Democrats will move forward, Trump’s potential picks for Vice President (is Nikki Haley his best option?), weaker inflation and the potential for a September rate cut, expectations for the retail and auto sectors, and the disconnect between the three Russell indices.…
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Guy Berger is someone I had the good fortune of overlapping with at Bank of America. Over the years, Guy has become my go-to resource for all questions on the labor market. After many years as the Principal Economist at LinkedIn, he is now the Director of Research at the Burning Glass Institute, a research outfit focusing on labor market trends. He…
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Bullish Sentiment Thru the Ages Jeff deGraaf talks with Walt Deemer about the elevated bullish sentiment, stories from the nifty-fifty, differentiating good investments vs good companies, the importance of expectations vs narratives, and how it applies today. Enjoy the Holiday Weekend.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/impacting-copd-outcomes-challenges-and-opportunities-9534 Summary Join Dr. Fernando Martinez as he welcomes Dr. David Au and Dr. Jamuna Krishnan to The NACE Clinical Highlights Show. Th…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/dd5-your-questions-on-menopausal-vasomotor-symptoms-9542 Summary Dr. Leana Wen guides Dr. Genevieve Neal-Perry through five of your most common questions on menopausal VMS. Get a better…
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RenMac discusses the options for Democrats to replace Biden following the debate, how the stock market has reacted to the presidential polls, why Neil thinks the balance of risk suggests that the Fed could make a minor monetary mistake by not cutting in September, the symptoms of liquidity and what the movement in Bitcoin and IPOs might suggest, an…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/a-better-understanding-advances-in-severe-asthma-9530 Summary In this CME/CE podcast, join NACE and the Association for Pulmonary Advanced Practice Providers as Nurse Practitioner Corin…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/recognizing-the-burden-of-residual-symptoms-in-mdd-9526 Summary Early and effective treatment of major depressive disorder (MDD) is essential to prevent persistent residual symptoms, wh…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/answering-your-questions-on-lipids-and-risk-9498 Summary There’s no shortage of information on the management of lipids for the prevention of cardiovascular disease: 2018 Guideline on t…
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RenMac discusses whether global election trends will impact the U.S., the significantly different U.S. presidential election forecasts between 538 and the Economist, the improving inflation picture, why admission by omission suggests a September interest rate cut is likely, how oversold conditions are creating opportunities, and why things may be s…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/dd5-answering-your-questions-on-asthma-biologics-9499 Summary In this activity, our asthma faculty, Dr. Diego Maselli, tackle the common, learner-submitted questions about the use of bi…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/dd5-your-questions-on-cytokines-in-asthma-9477 Summary In this activity, moderator Corinne Young works with asthma expert Amanda Michaud to answer the common and remaining questions reg…
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NACE is excited to provide you with this podcast episode from our educational collaborator, The Association of Pulmonary Advanced Practice Providers (APAPP). APAPP is the first association of Advanced Practice Providers (APPs), both Nurse Practitioners and Physician Assistants, who work in the field of pulmonary medicine. APAPP's mission is to work…
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RenMac discusses why the Nvidia phenomenon may have overshadowed some broader concerns, why the bond market was down on the PMI print, why the consensus is onsides now on growth, a high alert for housing, capitulation suggests softness in equities for 2024, little change in polls but big change in betting markets in 2024 presidential race.…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/complex-connections-of-psychiatric-comorbidities-9505 Summary The clinical assessment of psychiatric comorbidities, emphasizes the importance of a comprehensive diagnostic evaluation an…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/identifying-and-managing-treatment-resistant-depression-9471 Summary “Difficult-to-Treat” Depression (DTD) also referred as “treatment-resistant depression” (TRD) are two terms used int…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/new-approaches-to-menopausal-vms-9462 Summary This CME podcast explores the latest advancements in managing menopausal vasomotor symptoms (VMS). Join Dr. Genevieve Neil-Perry as she dis…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/how-to-manage-stress-mood-and-hormones-9448 Summary Hormonal changes play a significant role in influencing mood and cognition. Fluctuations in hormone levels can impact neurotransmitte…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/exploring-the-depths-of-resilience-9449 Summary Resilience, the ability to bounce back from adversity, is not solely determined by genetic factors but is heavily influenced by epigeneti…
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RenMac discusses the economic data dump this week, why the realized inflation data will be important, Powell’s case for weaker inflation, why the voters remain sour on the economy, whether Johnson will be removed as speaker now or after November, and the outlook for Chinese growth.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick
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NACE is excited to provide you with this podcast episode from our educational collaborator, The Association of Pulmonary Advanced Practice Providers (APAPP). APAPP is the first association of Advanced Practice Providers (APPs), both Nurse Practitioners and Physician Assistants, who work in the field of pulmonary medicine. APAPP's mission is to work…
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RenMac discusses the low GDP and high inflation reports, how volatile trade figures may have skewed the data to the downside, why the consensus is probably right about growth, the mean reversion in the battleground state polls, why the Supreme Court may delay the federal cases against Trump, how price may be driving sentiment, why you want to be lo…
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For more information regarding this CME/CE activity and to complete the CME/CE requirements and claim credit for this activity, visit: https://www.mycme.com/courses/candid-conversations-about-menopause-treatment-barriers-9387 Summary Join Dr. Genevieve Neil-Perry as she moderates a dynamic panel discussion on the obstacles hindering access to quali…
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RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market means consumers could struggle to absorb higher inflation; the risks Powell & Co. face in deciding to do (or not do); why the adage “sell in May and go a…
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In this captivating session, Sam and Neil are joined by Victoria from Pelham James, the independent family-run estate agency in Stamford, specialising in the premium property sector. Victoria enlightens us on the nuances of handling properties that command prices up to £7 million, emphasising the crucial aspect of marketing and the undeniable power…
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RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how it might send neutral rates higher, why No Labels ended up with no candidate and who benefits, how rising geopolitical risks are raising prices at the pump for voters, the impact of broader market participation, and why manufacturing is picking up.…
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The NACE Journal Club with Dr. Neil Skolnik, provides review and analysis of recently published journal articles important to the practice of primary care medicine. In this episode Dr. Skolnik and guests review the following publications: 1. Aspirin and Cardiovascular Risk in Individuals With Elevated Lipoprotein(a) Guest: Brad Rivotto, MD Resident…
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RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving Biden’s EV policies, why the six months of progress on inflation is outweighing the previous two months of setbacks for Powell & Co., June cut looking likely, the productivity paradox and how it takes time to realize the gains from AI, why a partial gov’…
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For nearly three decades, Ethan Harris was a fixture on Wall Street. After a stint at the New York Fed, Ethan went to Lehman Brothers where he served as the firm’s Chief US Economist. I had the good fortune of working for and learning from Ethan during his time as Head of Global Economics at Bank of America Merrill Lynch, from where he retired last…
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Grab a seat as Sam and Neil, our dynamic duo of development, get chatty with the one and only Matt Holland from Newton Fallowell. With not one, but four property franchises under his belt in the charming countryside of Lincolnshire, Matt spills the beans on the highs and lows of the property market. Expect tales of team antics, customer capers, sne…
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Neil and Steve welcome Kevin to the podcast to discuss Senate Majority Leader Chuck Schumer’s desire to replace Israeli Prime Minister Benjamin Netanyahu, the House vote to put TikTok on the clock, how China might retaliate against U.S. companies, what copper and commodities are saying, how the U.S. economic outperformance is benefiting Mexico and …
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RenMac discusses how the payroll print is bullish for the soft-landing camp, why you should keep watching the unemployment number, how both parties saw what they wanted to in Biden’s SOTU, the takeaways from Powell’s testimony, why there is still momentum in the market, how gold is breaking out, and why you should be careful with sentiment.…
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RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesn’t linearly map to inflation, how a May Fed cut could be underpriced, another gov’t can-kick, how Michigan sent warning signs to both candidates, whether Haley will still in after Super Tuesday, the firmness of global indices, and rela…
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NACE is excited to provide you with this podcast episode from our educational collaborator, The Association of Pulmonary Advanced Practice Providers (APAPP). APAPP is the first association of Advanced Practice Providers (APPs), both Nurse Practitioners and Physician Assistants, who work in the field of pulmonary medicine. APAPP's mission is to work…
  continue reading
 
Howard joins Jeff and Steve to discuss the depressing U.S. debt outlook from the CBO, how the transformation of Japan’s economy is impacting global markets, the pace of the Fed slowing quantitative tightening, the need to monitor the impact of 10yr yields on equities, why a lower level of bank reserves is an important indicator, why one should be c…
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Welcome to the inaugural episode of "Bricks, Banter, and Backroads," the podcast that's all about rural property development and the journey from dream to reality! In this pilot episode, join hosts Sam Butler and Neil Burden as they pull back the curtain on their own property development journey with Burden and Butler. From humble beginnings in Lin…
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RenMac discusses the volatility around the recent economic data, moderating inflation expectations, the correlation between air freight and industrial production, the crowded calendar that awaits Congress when it returns, why Neil wasn’t impressed with his Moscow grocery experience, what is and is not a momentum market, and whether bond yields are …
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The NACE Journal Club with Dr. Neil Skolnik, provides review and analysis of recently published journal articles important to the practice of primary care medicine. In this episode Dr. Skolnik and guests review the following publications: 1. Long-Term Leisure-Time Physical Activity Intensity and All-Cause and Cause-Specific Mortality: A Prospective…
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RenMac discusses the good, bad, and ugly for Biden in the Special Counsel report, Neil’s affinity for pop culture, how stronger productivity may be keeping inflation under control, why China may be so bad that it is good, the limited U.S. exposure to FX risk from China, and whether presidential race odds are influencing the S&P.…
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RenMac discusses why the flukey payroll report may reduce the Fed’s sense of urgency, why the weather mattered in January, how a boost in productivity may also be a boost to earnings, how employment is more of a byproduct of a strong economy than a cause, whether the disconnect between economists and voters on the Biden economy is narrowing, why th…
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Show Notes NACE is excited to provide you with this podcast episode from our educational collaborator, The Association of Pulmonary Advanced Practice Providers (APAPP). APAPP is the first association of Advanced Practice Providers (APPs), both Nurse Practitioners and Physician Assistants, who work in the field of pulmonary medicine. APAPP's mission…
  continue reading
 
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