"Inflation is on a glide path lower." Neil Dutta from RenMac LLC shares his thoughts with us today on Facts vs Feelings, offering a fresh perspective on the current economic landscape. Despite a rocky start in January, there's a sense of optimism in the air.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group discuss economic insights with Neil Dutta, Head of Economics, RenMac LLC. Neil challenges the consensus on slowing economic growth and dismisses long and variable lags in monetary policy. The trio also explores the role of real-world indicators, the impact of commodity shocks, and the Federal Reserve's actions on the economy. They delve into entrepreneurship, productivity, and the potential of AI in investing.
Neil discusses:
- The economy and fiscal responses
- Real-world indicators of economic activity
- Current market conditions and economic indicators
- Concerns about lack of positioning for upside risk scenarios
- Potential impact of AI on productivity and investing
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
- Talking Macro with Neil Dutta (Ep. 47)
- Live on Leap Day with Facts vs Feelings
- RenMac Podcast
Connect with Neil Dutta:
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About Our Guest:
As Head of Economic Research, Neil Dutta leads RenMac’s macroeconomic research efforts, 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 2 decades of sell-side experience, Neil graduated Cum Laude from New York University with a bachelor’s degree, double majoring in Economics and Political Science.
In his spare time, Neil tries to entertain his three kids. When he is not at his desk, or with his kids, Neil is traveling somewhere with his wife, Puja. The couple currently resides in New Jersey after spending many years in Brooklyn.
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