Best Neil Dutta Podcasts (2025)

1
Why It's So Hard for Apple to Move Production from China to India 46:02

2d ago46:02

46:02

President Trump wants Apple to make iPhones in America. The company itself has talked about — and to some extent already has been — moving more of its production to other countries, like India. But in reality, Apple remains deeply, deeply enmeshed in the Chinese supply chain. In fact, the rise of Apple, and the iPhone specifically, is the ultimate …

1
How Do We Define a Currency? 57:52

4d ago57:52

57:52

What is a currency? This turns out to be one of those questions we just kind of skip over because we don't have clear answers to it (and because economists often like to skip over these foundational things). This special episode of the Odd Lots podcast was recorded as part of Princeton University's “How to Write the Biography of a Currency” event, …

1
RenMac Off-Script: TACO: Tariffs Are Constitutional or Not 32:36

4d ago32:36

32:36

RenMac discuss the latest developments on the tariff front, the administration’s multiple avenues to pursue their trade agenda, the slowing in the labor and housing markets, and the nuance behind the adage of “sell in May and go away.”By Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
Krishna Memani on Wall Street's Very Expensive "Free Lunch" 39:20

5d ago39:20

39:20

We're told over and over again that the one "free lunch" in investing is diversification, and that you can improve your returns over time simply by investing in a wider range of assets. This is textbook modern finance. And yet over the past several years this hasn't been the case. An investor would have done great (with the occasional hiccups) just…

1
Michael Cembalest on Why AI Is the Stock Market Bet of the Century 58:52

6d ago58:52

58:52

Michael Cembalest has been an investment analyst for almost 40 years and his research notes have drawn a cult following on Wall Street. He's known for going super deep into a wide range of topics, like energy and healthcare. And lately he's been writing a lot about AI, with a particular interest in figuring out whether all the investment in data ce…

1
Why Asset Allocators Love Multi-Strategy Hedge Funds 49:43

9d ago49:43

49:43

Multi-strategy hedge funds have been having a moment with big asset allocators pouring billions of dollars into names like Millennium and Citadel. And given all the growth, multi-strat funds have also been battling each other for talent. But why, exactly, do big investors seem to love multi-strats so much? What actually makes a multi-strat good to …

1
RenMac Off-Script Podcast: More to Rates than U.S. Fiscal 37:12

12d ago37:12

37:12

RenMac talks government bonds, the divergence in the $ and rates, the global repudiation of government debt, and the implications, Bitcoin’s new high, Trump’s tax bill, and the importance of momentum from this point forward.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
Zohran Mamdani, the Socialist Who Could Be NYC's New Mayor 46:58

12d ago46:58

46:58

We're just a month away from the hotly-contested Democratic primary for New York City Mayor. And one of the candidates -- Queens assemblyman Zohran Mamdani -- is running on a somewhat unusual platform. Endorsed by the Democratic Socialists of America, he's proposing rent freezes, universal childcare, higher taxes on corporations and the wealthy, fr…

1
Why Interest Rates Are Shooting Up All Around the World 43:20

14d ago43:20

43:20

This week the big story in markets is the selloff in bonds. Yields on benchmark 10-year US Treasuries jumped 20 basis points from last Friday’s low, while the 30-year rate is back above 5%. Meanwhile, 30-year Japanese government bonds clocked their highest yield since records began in 1999. And rates on UK gilts, German bunds, and Australian bonds …

1
Scott Bok on How Bankers Spread the Gospel of Capitalism 53:25

17d ago53:25

53:25

When we think about the prospect of deglobalization (whatever that means) we often think about it in terms of the goods economy. Supply chains get rerouted. Manufacturing becomes more localized, and possibly less efficient. But changes to the global world order also have implications for Wall Street, and the world of dealmaking. On this episode of …

1
RenMac Off-Script Podcast: GOP Bond Boo-Boo? 36:13

19d ago36:13

36:13

RenMac double-clicks on bond market’s message, GOP reconciliation, deGraaf’s Thrust and implications, Gold’s seasonality, energy implications and Knicks vs CelticsBy Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
Atlanta Fed's Raphael Bostic on Monetary Policy During Extreme Uncertainty 48:13

20d ago48:13

48:13

This is obviously an extraordinarily difficult time to make economic forecasts. Nobody really knows how tariffs will affect the US economy. And beyond that, nobody knows what the ultimate state of tariffs will be, or if they'll ever settle into a predictable rate. So how do you conduct monetary policy in this environment? On this episode, recorded …

1
The Oil Industry's Double Whammy of Higher Costs and Lower Prices 43:16

21d ago43:16

43:16

The new administration has a "drill, baby, drill" mantra and a much more liberal attitude towards the oil and gas industry than the last one. But that hasn't translated into great profits for the oil industry itself. Crude prices have sunk and tariffs have raised the cost of components for companies trying to get energy out of the ground. So, what'…

1
Perry Mehrling on Trump's Echoes of the Nixon Shock 29:04

22d ago29:04

29:04

There's been a lot of talk recently about parallels between Donald Trump's economic policies and the Nixon Shock of the early 1970s. That was when the former president took the dollar off the gold standard, introduced hefty tariffs, and pressured the Federal Reserve to ease monetary policy. The moves sparked stagflation in the US and shook up the g…

1
Philip Diehl on the Booming Business of Gold Coins 41:59

24d ago41:59

41:59

Gold prices have been booming and are near record highs. And seeing the line go up — especially during a period of so much uncertainty — makes people want to buy more. That includes acquiring actual gold coins. But where do gold coins come from? Why do people want coins, as opposed to just bullion? And who is buying them? On this episode, we speak …

1
Why the World Keeps Getting Shocked by China's Technological Progress 39:01

26d ago39:01

39:01

Over the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this year, US investors were jolted even further when DeepSeek's AI model proved to be close to the state of the art American models. So what is the process by which China actually develops new tech? Why has …

1
RenMac Off-Script: Holy Smokes 38:09

26d ago38:09

38:09

RenMac dives into the latest on tariffs, Powell’s position, the RenMac Retest Rule, Communion suggestions for the new Pope, how the markets and the economy are similar but different, and the definition of a KnickerbockerBy Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
Sarah LaFleur On the Existential Threat From the Tariffs 40:16

27d ago40:16

40:16

America's textile industry has famously declined over the years, with a bunch of production moving to lower-cost places like China, Vietnam, and Bangladesh. Now, with the Trump administration imposing heavy tariffs on exports from these countries, the US clothing industry is facing another big shock. In this episode we speak with Sarah LaFleur, fou…

1
How China Might Actually Handle a US Trade War 52:28

28d ago52:28

52:28

By now, everyone recognizes that the US and China are in the middle of a trade war, with the Trump administration having imposed tariffs of as much as 125% on Chinese goods. For an export-focused economy like China's, that's a big deal. At the same time, China is pretty much the only major country that's chosen to retaliate against the US with its …

1
The Tariff Buzzsaw Is Coming For Hardcore Gamers 46:52

29d ago46:52

46:52

Every industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries are seeing an immediate impact. Companies that specialize in computer gaming are highly reliant on inputs from China and other East Asian countries. These companies assemble customized gaming rigs and …

1
Brad Setser on the Big Surge in the Taiwanese Dollar 29:11

30d ago29:11

29:11

There are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularly in the currency space. Over the last few days, we've seen a huge surge in the Taiwan dollar. This is important, in part, because Taiwanese life insurance companies are major buyers of US dollar asse…

1
Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years 54:47

1M ago54:47

54:47

What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust? On this episode of the podcast, we speak to Henry Blodget, the founder of Business Insider (and Joe's old boss there). In the late '90s, Henry was one of the most well-known Wall Street analysts cover…

1
Chris Hughes on How to Craft a Thriving Market 53:38

1M ago53:38

53:38

Over the last several years, both parties in the US have been drifting away from laissez-faire thinking about the economy, and more towards the view that the state has an active role in shaping markets. You have Republicans talking about stricter anti-trust and sovereign wealth funds, and of course Democrats embracing things like industrial policy …

1
RenMac Off-Script: Strategic Uncertainty 42:09

1M ago42:09

42:09

RenMac unpacks the latest employment report, the discrepancy between soft and hard data, the importance of considering “what can go right vs wrong” when bearish sentiment is at an extreme, the potential for thawing trade negotiations, the lack of escape velocity in this market but why we’re not pulling the plug on our tactical call, this week’s mai…

1
What The 'Lentil King of Saskatchewan' Knows About World Trade 52:03

1M ago52:03

52:03

We don't know what the end state for the tariffs are going to be, but inevitably there will be some shifts in the way that goods and dollars flow around the world economy. Of course, some parts of the economy are always subject to changing rules around subsidies and tariffs, and that's particularly true in agriculture. On this episode of the podcas…

1
Blackstone's King of Hedge Funds on Alt Investing Right Now 47:11

1M ago47:11

47:11

Everyone knows by now that college endowment funds have gone big on alternative investing, pouring billions of dollars into private equity and hedge funds. But that investing model now seems to be under pressure and there are reports that Ivy League institutions like Yale and Harvard are looking to unload some of their more illiquid investments. So…

1
Some of America's Most Important Economic Data Is Decaying 47:23

1M ago47:23

47:23

Gathering official economic data is a huge process in the best of times. But a bunch of different things have now combined to make that process even harder. People aren't responding to surveys like they used to. Survey responses have also become a lot more divided along political lines. And at the same time, the Trump administration wants to cut ba…

1
What We Learned About Treasuries on the Night of April 8 43:25

1M ago43:25

43:25

When stocks are plunging in a typical market environment, people reach for safe haven assets like US Treasuries. But we've seen that phenomenon break down more and more. It broke down in a sustained way during the intense inflation of 2022. And it's been breaking down again, in an acute way, since President Trump's so-called "Liberation Day." On th…

1
Lots More on How TikTok Options Traders Got Quiet 21:33

1M ago21:33

21:33

Over the last few years, retail traders have gotten into options in a major way. Selling puts, buying calls, trading volatility — what used to be the domain of niche experts engaged in practical hedging has exploded into the public sphere. And there was a lot of easy money during a time when every dip was bought, and stocks mostly just went up. But…

1
RenMac Off-Script: Clock Ticking on Trade 28:15

1M ago28:15

28:15

RenMac discusses Trump backing off on Powell’s firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week’s employment data.…

1
Anna Wong: Empty Shelves Are Coming Soon 23:49

1M ago23:49

23:49

If you look at most of the official hard data right now, there still isn't much evidence of a sharp downturn. Sure, all the surveys are abysmal, but the actual measures of economic activity are ok. But there is already data showing something severe is happening, and that can be seen in the volume of cargo flowing from China to the US. Of course, th…

1
David Woo: What Trump Started is Worse Than a Trade War 45:23

1M ago45:23

45:23

For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduced (and then partially walked back) on April 2. The damage is highly visible in financial markets, but for the moment, shelves remain stocked, inflation measures have remained muted, and there hasn't been a significant wave of layoffs in official data…

1
Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy 20:12

1M ago20:12

20:12

When it comes to measuring economic pain, the cost of a humble breakfast sandwich might not be top of mind. But Bloomberg has an index that tracks the rising cost of a bacon, egg and cheese sandwich, plus a cup of coffee. And this year, it’s reached record highs.On today’s Big Take podcast, we hear from people up and down the BEC supply chain — fro…

1
This Is What President Biden's CHIPS Office Actually Did 44:05

1M ago44:05

44:05

One of the stated goals for the current trade war is to build more industrial capacity in the United States. So far there doesn't seem to be much of it happening. In fact, all of the manufacturing surveys (and all evidence) so far suggests the reverse. But not that long ago there was a concerted effort to build more factories in the United States. …

1
Martin Wolf on Trump's Shakeup of the Global Order 58:57

1M ago58:57

58:57

Martin Wolf has been called one of the world's most important economics commentators, and has for decades written in columns and his own books about the evolution of the global economy, chronicling the rise of globalization and the subsequent pushback to liberal trade. And he's had a lot to write about in recent weeks. President Trump's unveiling o…

1
Here's Why Uncertainty Is An Economic Killer 9:48

2M ago9:48

9:48

Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes—with help from our experts across the newsroom. We're dropping into your feed with a special episode featuring Joe Weisenthal, co-host of Bloomberg’s Odd Lots podcast, who joined us while in London. In this episode: The near-d…

1
Why the Pentagon Fails Audits Year After Year After Year 38:54

2M ago38:54

38:54

Last year, it was announced that the US Department of Defense had failed an audit for its seventh straight year, indicating an ongoing inability to track its hundreds of billions of dollars in spending and inventories. Why does this keep happening? Why does the Pentagon get audited in the first place? And what can be done to fix it? On this episode…

1
RenMac Off-Script: “You're Fired”? 35:10

2M ago35:10

35:10

RenMac discusses the importance of the Fed’s independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the soul of a nation, plus a special Good Friday Mail-ba…

1
Mitu Gulati on Whether Trump Could Restructure US Debt 37:36

2M ago37:36

37:36

US Treasuries are the most important market in the world. With some $29 trillion outstanding, they create the benchmark that informs basically every other type of borrowing. Any changes to how the bond market works would be a massive deal. But lately, there's been a lot of chatter about how the Trump administration could radically restructure and r…

1
Is This the End of the US Exceptionalism Trade? 38:07

2M ago38:07

38:07

For years and years now, there has been one winning trade: Go long the US versus the rest of the world. Thanks to tech dynamism and general pro-growth US macro policies, American assets have far outstripped their global peers. Of course, there have been some bumps along the way, but they've usually been global bumps. The financial crisis in 2008-20…

1
Javier Blas on China's Rare Earths Dominance 30:36

2M ago30:36

30:36

Every time there is tension between the US and China, there are stories about China threatening to withhold exports of rare earth metals, which are supposedly crucial for all kinds of advanced technologies. In this episode, recorded in Bloomberg's London studio, Bloomberg Opinion columnist Javier Blas helps us clear up some misconceptions about the…

1
What an American Stove Maker Wants You to Know About US Manufacturing 38:35

2M ago38:35

38:35

One of the ironies of the tariffs is that, while ostensibly the goal is to reshore US manufacturing, it's actually been US makers of physical goods themselves that have warned about the damage that trade barriers can cause. Or, to put it another way, if we really want to see more domestic US production in order to decouple from China, then perhaps …

1
Introducing: Stock Movers 0:30

2M ago0:30

0:30

Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute reports on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…

1
Jim Chanos on Who's Getting Caught Swimming Naked 40:20

2M ago40:20

40:20

In a big bull market, people will overlook a lot. They'll suspend their disbelief. They'll buy into fantastical, unrealistic stories about the future. But when the momentum turns sharply the other way, all of this reverses. Then, as the cliché goes, you see who's been "swimming naked." So what have we learned from the recent market volatility? On t…

1
RenMac Off-Script: Bond Market Takes Hostages 50:43

2M ago50:43

50:43

RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
Lots More on Why Neil Dutta Is Sticking With His Recession Call 12:15

2M ago12:15

12:15

On Wednesday, President Trump put a 90-day pause on reciprocal tariffs for every country except China. The market, which had been in a state of deep panic, surged massively on the announcement. But then on Thursday, stocks sold off hard again as people woke up to the reality of massive tariffs on China and the new baseline tariffs on everyone else.…

1
Rob Kaplan on How the Fed Will Think about the Tariffs 32:17

2M ago32:17

32:17

On Wednesday, Trump pulled back from the brink on most of the reciprocal tariffs announced on April 2. The market surged. But we're still in an extraordinarily challenging moment. We have new across-the-board tariffs. We have gigantic tariffs on China. And there's a possibility that a recession has already begun. So what does the Fed do in this env…

1
Viktor Shvets on Trump's Historical, Revolutionary Moves 30:32

2M ago30:32

30:32

How should we make sense of the Trump tariffs? They've been terrible for the stock market, obviously. Small businesses seem to hate them. Energy companies aren't fans either. US manufacturers are talking about how the tariffs will make manufacturing harder. And yet we have them. So who stands to benefit? What's the point? And how should we understa…

1
What Tariffs Are Doing to North American Freight 20:17

2M ago20:17

20:17

Amidst Trump's dramatic tariff moves, trade in North America remains uncertain. The USMCA hasn't been completely ripped up, but the region is anxiously anticipating a new trade regime. As such, shippers and carriers dealing with North American freight are in a state of limbo, waiting to see how it all shakes out. In this episode, we speak with expe…

1
What Trump's Tariffs Are Already Doing to World Trade 23:56

2M ago23:56

23:56

It was just last Wednesday that President Trump announced his new tariff schedule with the rest of the world. And it's already having an effect. Companies are scrambling to get goods on planes or boats to beat the first deadline. Companies are already trying to get out of existing contracts. And some previously planned factory endeavors have even b…

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Neil Dutta Podcasts

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