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Introducing Encapsulated, the Express Scripts Podcast, that gives an inside look at how we’re taking on the toughest challenges in healthcare. Hosted by employees, these monthly interviews highlight the wide range of champions providing access to affordable, high-quality care and solving the problems others don’t, won’t or can’t.
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RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

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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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Off Script with Ty Temel

Off Script with Ty Temel

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I'm Ty and welcome to Off Script. I've been pretty fortunate to have a phone book of people that have incredibly inspiring stories and are extremely knowledgable in their fields of expertise. These people have added a huge amount of value to my life and I wanted to share some of their stories with you in the hope that you can take something little away that will add value to your life. Expect honest, open and raw chats, we won't be holding back on letting them express themselves, and we'll b ...
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Flip Da Script is an Urban Podcast hosted by QueenzFlip & Dj Gmoney. Queenzflip who is known for his crazy antics; his ability to get the truth out of his guest as well as FLIPPING on his guest from time to time. Dj Gmoney is the more rational and peaceful one. With this amazing duo The show is a combination of realism and comedy; a much watch show in today’s environment. To get the visual experience go to https://www.youtube.com/quietroombattle
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True Crime South Africa

TimesLIVE Podcasts

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True Crime South Africa is the first victim-focused true-crime podcast in the country. Host, Nicole Engelbrecht, researches each case herself using media coverage, trial footage, social media sources and often by talking to some of the individuals involved. Using her skills as a creative writer and her passion for true crime, she crafts each script to ensure that listeners are given a deep dive into the case mechanics as well as an understanding of the victims as human beings. The podcast co ...
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Welcome to The Social Screenwriters Podcast! Hosted by me, Andy Compton (Screenwriter, Director, idiot). In this podcast, I‘ll be interviewing fellow screenwriters that I‘ve met on Twitter to discuss their path into screenwriting, thoughts on craft, and navigating the business-side of the industry. Available on Apple Podcasts, Spotify, Google Podcasts, and Amazon Music. Give us a follow and stay tuned!
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Hi, I’m Izyaan I’ve always been drawn to the act of performance, the shifting moods, the quiet tension, the emotional ignition. There’s something powerful in how a story unfolds, how the mind responds, and how, sometimes, healing begins with a single line spoken out loud. As a playwright fascinated by the human body and mind, I’ve come to see that our responses fear, joy, grief, even courage are not just emotional, but biological. This podcast is where those two worlds meet. I explore how dr ...
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Bistec

Nuestro Studios

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"Bistec," executive produced and written by Manuel Ruiz-Barrera, tells the compelling story of a seasoned Cuban Revolutionary whose life is turned upside down when a prominent dissident moves into his neighborhood, uncovering secrets, disrupting lives, and testing loyalties. This historical fiction drama explores Cuba's modern surveillance and informant systems within a gripping narrative filled with surprises. Outro: "Bistec" is a production of Nuestro Studios, with executive production, di ...
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RenMac kicks off 2026 with a wide-ranging discussion on the political reality around affordability and inflation, asset allocation myths, and what to watch as ISM and employment data kick off the year. Dutta argues inflation pressures are easing faster than expected across housing, labor, and energy. deGraaf highlights emerging cyclicality beneath …
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RenMac closes out 2025 by reflecting on the year’s biggest macro, market, and political surprises as the team looks ahead to early 2026. deGraaf explains why seasonality and easing inflation remain underappreciated tailwinds, Dutta highlights the growing disconnect between strong GDP prints and weakening income and warns that unemployment — not gro…
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RenMac breaks down a pivotal week where inflation cooled but global yields surged, suggesting the global bond markets—not just the U.S.— may be driving the next macro chapter. Dutta argues first principles matter on unemployment and inflation, deGraaf explains why the latter contracting is historically a quantifiable tailwind for equities and Pavli…
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This is a TCSA Rewind episode - designed to bring more attention to some of the back catalogue of episodes and provide updates in cases I've covered in the past. This episode was first released in December 2022. Listen through to the end for an update including additional information I've received since the initial episode was published. When 20-ye…
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In the 1950s in the KZN Midlands, one of the country's first recorded serial killers began a series of crimes which would go down in history for a few different reasons. More than 70 years later, this vintage true crime case remains one of the most infamous tales of coldblooded murder in South Africa. (24-hr trauma helpline 082-821-3447) (Support t…
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RenMac welcomes WSJ Correspondent Nick Timiraos to unpack a pivotal week for monetary policy. The team digs into why the January jobs print will determine whether the next cut is “live,” how hawkish dissents shaped Fed communications, and what the Chair succession battle means for policy credibility. deGraaf highlights improving market breadth and …
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RenMac breaks down why forecasting skill and real-world market instincts are critical for the Fed as it faces rising unemployment and a slowing economy. The team unpacks the administration’s escalating pressure on Maduro, surprising weakness in data-center stocks and fading construction momentum as utility costs climb. Also on tap: market leadershi…
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When a well-known magistrate is found murdered in her home, the Crimes Against the State unit are called in to investigate what could be another terrible silencing of a voice of justice. The truth behind Romay van Rooyen's murder, though, was far closer to home. This episode was first released in the Patreon feed in Feb 2025 (24-hr trauma helpline …
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RenMac kicks off Black Friday with a dive into consumer weakness as deGraaf outlines why seasonality is stacked against discretionary stocks, and what recent oversold signals in SPACs, semis, and Bitcoin mean for market trend shifts. Dutta questions the logic of a “hawkish cut” as sentiment, income, and labor data deteriorate, warning the Fed may f…
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RenMac breaks down the market’s ugliest day since 2018 as deGraaf explains the rare “outside reversal” and what oversold signals in Bitcoin, NDX, and speculative tech mean going forward. Dutta argues the Fed is risking a policy mistake as unemployment rises and layoffs spread, and Pavlick outlines the administration’s limited tools — with tariff ro…
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This is a crossover episode from Jonathan Ball's Pagecast podcast. In this episode, Nicole Engelbrecht is interviewed by journalist and director of Beauty and the Bester, Anthony Molyneaux about Nicole's new book: Bare Bones: Cold Cases From True Crime South Africa Instagram · Pinterest · Facebook · YouTube · Twitter · LinkedIn…
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RenMac welcomes trade expert Kelly Ann Shaw to unpack a whirlwind week of global trade deals and she explains how the White House is using tariff recalibration to ease consumer pain ahead of the midterms. Dutta rails against the Fed’s “hawkish paralysis” despite cooling data, deGraaf warns markets are flashing bifurcation between tech highs and cyc…
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In 2023, a middle-aged accountant stood in the dock in the JHB Specialised Crimes Court at Palm Ridge and received a 25 year sentence. Her unassuming appearance belied the 13 years she had spent systematically draining her employer's bank account. In the end, the judge would say that this was the most significant financial crime he had ever preside…
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Are you searching for a podcast that combines therapy and true crime? Well look no further. Todays hottest podcast 'session' is Man vs. Bear. This episode has everything. Murder, serial killers, why women are interested in true crime, laughter, a human Tom and Jerry... It's that thing where Theresa is so tired that she puts toothpicks under her eye…
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RenMac discusses rising layoff signals and a Fed seemingly blind to softening labor data, Trump’s tariff maneuvering and how SCOTUS and Congress may (or may not) push back, the disconnect between affordability concerns and political rhetoric, and what 52-week highs and lows are signaling about market breadth. They also explore why crypto’s stalling…
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When a family of four is attacked in their home and there is only one survivor, with a regularly alternating version of what occurred, Vanderbijlpark police quickly become suspicious. When the truth is finally revealed, it is far more horrendous than anyone could ever have imagined. (24-hr trauma helpline 082-821-3447) (Support the show on Patreon …
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RenMac welcomes CNBC’s Mike Santoli to unpack the market’s bullish resilience amid growing macro cracks. The team debates Powell’s “hawkish cut” and its hit to mortgage rates, why housing remains in recession despite Fed easing, and how the AI boom is masking deeper labor and credit stress. deGraaf breaks down the difference between trend and momen…
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VIDEO PODCAST AVAILABLE at YouTube.com/@AndyCompton! Please watch and subscribe to the channel for more video episodes! Hey there, everybody! Welcome to Episode 50! What an achievement! Very stoked to have screenwriter, director, producer, and actor, Luke Barnett back on the show. In this episode, we talk about his two most recent short films, THE …
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RenMac breaks down a cooler-than-expected CPI print that cements the case for further Fed cuts and tempers tariff-fueled inflation fears. Neil dissects how weak rents and slowing jobs are driving disinflation, while Jeff explores the anatomy of bubbles and why gold’s surge is flashing early warning signs. Pavs tracks Trump’s escalating trade brinkm…
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The brand-new release movie Shelby Oaks hits cinemas across South Africa today, and in addition to being an incredible film in the horror genre, it also brings several true crime themes to the fore. When Riley Brennan goes missing her sister Mia is thrust into the world of missing people and the ambiguous loss and deep desperation that accompanies …
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RenMac unpacks rising credit concerns as regional bankswobble and private equity stress builds, contrasting credit risk with last year’s duration scare. Jeff draws upon lessons from Sir Isaac Newton’s South Sea bubble FOMO as today’s liquidity and AI enthusiasm risk repeating history, while Neil flags widening cracks in labor markets and a still-to…
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Neil Dutta recently caught up with Michelle Meyer, Chief Economist at the MasterCard Economics Institute. From her perch at MasterCard, Michelle has a front seat to the US consumer. In this episode of the RenMac Legends Podcast, we talk about consumer trends and what's driving the recent strength, the benefits of large private sector data sets give…
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In 2002 Claudia Mokone was killed after being struck with shrapnel from a bomb blast near her home. Her senseless death was part of a much larger plan for a group of men who called themselves the Boeremag. In this episode I discuss the case, the group and their trial with the author of the book The High Treason Club, Karin Mitchell, and the SAPS de…
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RenMac debates whether the Fed’s planned cuts can offset aslowing labor market and rising unemployment, as markets bet liquidity will keep equities buoyant. The team discusses the deepening government shutdown and its missing “pain point,” the global drivers behind gold’s parabolic surge, andWashington’s growing industrial policy push into rare ear…
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RenMac recaps client takeaways from London and Chicago,weighs the rising odds of a prolonged shutdown with Trump threatening permanent layoffs, and breaks down how tariffs, industrial policy, and Big Pharma deals are reshaping the landscape. The team flags complacency in recession odds,highlights sentiment risks in semis, and explains why healthcar…
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RenMac welcomes guest Sam Ro as the team unpacks Feddynamics as Trump appointees push aggressive cuts, rising odds of a government shutdown with threats of federal layoffs, and the latest wave of sectoral tariffs. They debate whether cooling labor markets could paradoxically boostmargins, explore the challenges of measuring productivity amid AI ado…
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Recent headlines about SA influencers promoting an allegedly exploitative work program in Russia had the public in an uproar, but those who work in the entertainment industry were less surprised. In this episode I explore the dark side of the glitzy photos and bright lights of fame. I'm joined by the incredible Rosie Motene who shares personal insi…
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Hey there, everybody! Today on the show, we have actor turned screenwriter, Kevin Sheridan. I've known of Kevin for awhile from Twitter but we hadn't interacted much until now. Just friends and fans from afar. It was great getting to talk to him and learn about his history as an actor, working on some huge shows of the 2000s, and then his more rece…
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RenMac discusses the Fed’s risk-management cut and the political dynamics shaping Powell’s next moves, why the internal divisions on rate cuts matter for markets, and what the latest housing and construction data signal for jobs andgrowth. The team also looks at how small caps and cyclicals are powering breadth in the market, whether momentum can o…
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I’m dropping into your feed to tell you about a very cool podcast I’ve just discovered that I think you’ll really like. Radio Workshop is a documentary-style podcast about youth issues in Africa. One of the things I love most about podcasting is that it provides a platform for previously untold stories to be heard with a lower barrier to entry and …
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RenMac discusses how Fed politics and the upcoming FOMC decision are colliding with market expectations, why shutdown risks remain elevated despite hopes for cooler partisan tensions, and how tariffs with China, Mexico, and India are evolving in unexpected ways. The team also debates whether markets are signaling resilience or simply fibbing in the…
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This episode was first published in the Patreon feed in May 2023. Working in a prison environment is a dangerous undertaking, but most correctional centre employees would expect the danger to come from the incarcerated offenders. When three young prison wardens set out on a brief errand for their employer, though, they will soon realise that the da…
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Stolen Girl Official Companion Podcast Part 2 of 2 - Child Abduction in South Africa In part 1 of the Stolen Girl Companion podcast we delved into the real-life case of Maureen Dabbagh and her daughter, Nadia, who was abducted and taken to Syria by her father in the 90s. In this 2nd and final part of the podcast we talk about the reality of child a…
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In Today’s Report: RenMac unpacks a payrolls miss that highlights rising slack in the labor market, why consumer sentiment has flipped from bullish to a bearish contrarian signal, and how government shutdown odds are climbing well above normal. The team also digs into gold’s breakout amid falling yields, the shifting dynamics between semis, small c…
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Stolen Girl Official Companion Podcast Part 1 of 2 - Finding Nadia When Maureen Dabbagh's ex-husband fails to return their two-year-old daughter from a scheduled visitation, it sets off a series of events which will change all three lives forever. Now, Maureen must become a completely different person in order to rescue her daughter when the justic…
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When Rachel Dolly Tshabalala was discovered deceased in her partner's home, the riddle of her murder seemed simultaneously obvious and utterly baffling. Was the man she had given her heart to the ferocious supporter of woman's rights he presented to the world or was he hiding a dark side? (24-hr trauma helpline 082-821-3447) (Support the show on Pa…
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This week on RenMac Off-Script, Steve, Jeff, and Pavlik are joined by special guest Josh Brown, CEO of Ritholtz Wealth Management. The team digs into the Fed shakeup after President Trump’s firing of Lisa Cook, the implications for market stability, and whether “norms” still matter in policy. They also discuss the rally in gold, cracks in the labor…
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Send us a text In our season finale, we talk with Sarah, an avid theater goer and witness of the emotionally-benefitting qualities of theater! We ask her about her experience with theater, how it's helped her overcome tough times, and the possible avenues in which medicine and theater can cross over in the future!…
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This is a TCSA Rewind episode - designed to bring more attention to some of the back catalogue of episodes and provide updates in cases I've covered in the past. Part 3 This episode rewinds back to episode 110 - the murder of Marna Engelbrecht and Sharnelle Hough and as your rewind update, I've converted this into a three-part series which now incl…
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This is a TCSA Rewind episode - designed to bring more attention to some of the back catalogue of episodes and provide updates in cases I've covered in the past. Part 2 This episode rewinds back to episode 110 - the murder of Marna Engelbrecht and Sharnelle Hough and as your rewind update, I've converted this into a three-part series which now incl…
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This is a TCSA Rewind episode - designed to bring more attention to some of the back catalogue of episodes and provide updates in cases I've covered in the past. Part 1 This episode rewinds back to episode 110 - the murder of Marna Engelbrecht and Sharnelle Hough and as your rewind update, I've converted this into a three-part series which now incl…
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When an ordinary South African finds herself in the middle of a murder investigation, she starts to see the gaps in the system that are deeply failing families and justice professionals. Sophia Dewberry was not willing to sit back and lament the situation, though. Instead, she has started an organisation that she hopes will help to move criminal in…
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RenMac unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa Cook scandal, and why stagflation fears are misplaced as tight credit spreads argue against recession, even as beta keeps breaking down and momentum h…
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RenMac discusses the latest in economic data, including how prices are flattering retail sales; the leap to get the FOMC to support a 50bp move; market leadership from small caps to Asia and the improvement in consumer discretionary relative to staples; and why the government’s stake in Intel is part of a more muscular industrial policy approach to…
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Dillie Scholtz didn't have far to go. It was just 56 metres from her house to her car, but somewhere in between those two points she vanished. Six days later the police officers who had claimed she'd run off with a secret lover would break the news to her horrified family that they had found her body. And the killer had left a calling card of sorts…
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