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Talking Macro with Neil Dutta (Ep. 47)
Talking Macro with Neil Dutta (Ep. 47)
ratings:
Length:
33 minutes
Released:
Aug 16, 2023
Format:
Podcast episode
Description
Macroeconomics is an all-encompassing, complex field, and it's critical to understand each of these large moving parts in order to analyze markets effectively. With the constantly changing fiscal policies, market indicators, and economic patterns, expert insights prove to be invaluable in guiding us through turbulent and unpredictable times.In this episode, Ryan Detrick & Sonu Varghese sit down with Neil Dutta, Managing Director and Head of Economics at Renaissance Macro Research, to chat about macroeconomics and the current state of the economy. They explore topics such as recession risks, the impact of inventories on GDP, fiscal policy, and the limitations of indicators like PMIs. Neil discusses: An overview of his career, his role at Renaissance Macro Research, and the three core macro verticals they coverThe current state of the economy and the differing opinions on whether a recession is imminentHow inventory restocking can contribute to economic growth and the potential positive feedback loop it createsThe role of fiscal policy in shaping economic outlookThe use of PMIs and other macro indicators in analyzing the marketThe concerns about the Fed prematurely declaring victory and the potential mispricing of the back end of the marketAnd more!Connect with Neil Dutta: LinkedIn: Neil DuttaRenaissance Macro ResearchConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:As Head of Economic Research, Neil Dutta leads the macroeconomic research efforts at Renaissance Macro Research, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes. Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada.Neil appears frequently in the financial press, representing the firm on Bloomberg, CNBC, and Fox Business. He has been quoted by the Wall Street Journal, Financial Times, Associated Press, and has been featured in the New York Times for his out-of-consensus economic views on a host of topics including employment, consumption, inflation, and housing.A business economist with over 15 years of sell-side experience, Neil graduated Cum Laude from New York University with a bachelor’s degree, double majoring in Economics and Political Science.
Released:
Aug 16, 2023
Format:
Podcast episode
Titles in the series (82)
E1: Welcome to Facts vs Feelings by Facts vs Feelings with Ryan Detrick & Sonu Varghese