Best Neil Dutta Podcasts (2025)

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Carta CEO Henry Ward on Private Credit & Private Markets 57:02

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34m ago57:02

57:02

Barry speaks with Henry Ward, Chief Executive Officer at Carta, a technology company that provides capitalization table management and valuation software for startups. They discuss founding a business, the growth of private markets, and his lobby efforts for retail investors to access private markets. See omnystudio.com/listener for privacy informa…

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RenMac Off-Script: Shooting The Hostages 41:21

1h ago41:21

41:21

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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RenMac Legends Podcast with Michelle Meyer 41:30

4h ago41:30

41:30

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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At The Money: Don’t Underperform Your Own Investments! 14:29

2d ago14:29

14:29

Are you underperforming our own investments? Did you know that many, maybe even most, investors do worse than the ETFs and Mutual Funds they hold do? The annual Morningstar study “Mind the Gap” has found a substantial difference between returns generated by investment funds and the actual returns investors experience. Jeffrey Ptak is the managing d…

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'Barbell' Investing Strategies With Jurrien Timmer 1:28:51

7d ago1:28:51

1:28:51

Barry Ritholtz speaks with Jurrien Timmer, director of global macro at Fidelity investments. They discuss his career path, key market charts and Timmer's "barbell approach" to investing in both high-flying tech stocks and equities outside of the US. See omnystudio.com/listener for privacy information.…

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RenMac Off-Script: The Golden Age 30:13

6d ago30:13

30:13

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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At The Money: Farmland Investing 17:21

9d ago17:21

17:21

Farmland is a real asset that can be accessed through private funds. The asset has seen broad, non-correlated gains, hedged against rising prices. And farming acreage shrinks every year. Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); the fund owns and manages about $2 billion in agricultural land assets. …

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BNY's Jose Minaya on How AI Is Transforming Asset Management 56:33

14d ago56:33

56:33

Barry speaks with Jose Minaya, global head of BNY Investments and Wealth. In this episode, Jose and Barry discuss his career buy-side trading, investing in the alternatives space. The also discuss the changes blockchain and AI are bringing to asset management. See omnystudio.com/listener for privacy information.…

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RenMac Off-Script: Shutdown Shenanigans 39:37

13d ago39:37

39:37

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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At The Money: The Flood of New ETFs 14:56

16d ago14:56

14:56

There will be nearly 1,000 new ETFs issued in 2025. Most of these are NOT the usual low-cost passive indices we think of. Instead, these tend to be complex, expensive, active funds in an ETF wrapper. Leveraged directional bets, options, or derivatives-based, and a whole raft of complex strategies. Dave Nadig is President and Director of Research at…

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RenMac Off-Script: Productivity Push or Problem 58:01

20d ago58:01

58:01

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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21st Century Investing Strategies From Dmitry Balyasny 1:08:30

22d ago1:08:30

1:08:30

Barry speaks with Dmitry Balyasny, managing partner and chief investment officer at Balyasny Asset Management (BAM), a firm he co-founded in 2001. They discuss his career path, his thoughts on the current market environment for trading, hedge funds and more. See omnystudio.com/listener for privacy information.…

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At The Money: How Greed Became a Virtue 23:55

24d ago23:55

23:55

Greed was long seen as a selfish vice, undercutting our happiness and our life satisfaction. Yet today, the pursuit of money is a driving factor in all of our lives. How did the love of money go from a vice to a virtue? Paul Vigna is a reporter for The Wall Street Journal, and a 25 year veteran journalist, as a reporter, editor, and photographer, c…

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RenMac Off-Script: Lack of Conviction 36:59

27d ago36:59

36:59

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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BlackRock's Jaime Magyera on Wealth Management and Retirement 50:58

29d ago50:58

50:58

On this episode, Barry speaks with Jaime Magyera. She was recently tapped as head of retirement and US wealth for BlackRock. They discuss her career and unique experience working at one of the world's largest asset managers, trends in retirement and wealth management, the rise of alternative investments and more. See omnystudio.com/listener for pri…

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At The Money: Filtering Noisy News 14:31

1M ago14:31

14:31

How can investors find usable signal amidst all of the outrageous, algorithm-driven, clickbait? Noisy headlines can be a distraction from your long-term goals. Michael Hiltzik covers business for the Los Angeles Times, is a two-time winner of the Gerald Loeb Award and has authored numerous books on business. Each week, “At the Money” discusses an i…

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RenMac Off-Script: Market Highs with Fed at Crossroads 36:03

1M ago36:03

36:03

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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Heather Boushey on Rebounding From Covid & Biden's Economic Policies 59:34

1M ago59:34

59:34

Barry speaks with Heather Boushey, a member of the White House Council of Economic Advisers under President Joe Biden. She is also a senior fellow at the Harvard Kennedy School. In this episode, they discuss the economic rebound from the COVID-19 pandemic, Biden's economic policy, and economic equality in the US. See omnystudio.com/listener for pri…

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At the Money: How to Buy a Supercar 18:45

1M ago18:45

18:45

Buying any car is an exciting milestone, but buying a supercar is next level. It's fraught with unique challenges, costs and responsibilities. There are some things you should know before you buy a Ferrari, Lamborghini, McLaren, Pagani, or any supercar. Hannah Elliot is the super car reviewer for Bloomberg, and has been covering the auto industry a…

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RenMac Mailbag Question Introduce 0:35

1M ago0:35

0:35

They say some people have a face for radio. You? You've got a face for Off-Script. Send us your question via video or audio clip for the RenMac Mailbag. Fame optional. Hats guaranteed. https://start.renmac.com/renmac-mailbag-videoBy Jeff deGraaf, Neil Dutta, & Stephen Pavlick

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RenMac Off-Script: Jobs Stumble as Gold Runs 37:44

1M ago37:44

37:44

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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At the Money: Want to Fly Private? Here is how! 20:22

1M ago20:22

20:22

Flying private used to be for billionaires, but that's no longer true. There's fractional ownership, hourly charter, jet cards, membership & leases. There is a way to fly private for a lot more budgets than there used to be.. See omnystudio.com/listener for privacy information.By Bloomberg

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Special Edition: Neal Katyal on Challenging Trump's Global Tariffs 1:11:43

2M ago1:11:43

1:11:43

On this special edition of the show, Barry sits down with Neal Katyal, Milbank LLP partner and former acting Solicitor General of the US. Barry speaks with Katyal just days after his team won its challenge to President Donald Trump's sweeping global tariffs. They discuss the process of challenging President Trump's authority to impose steep tariffs…

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RenMac Off-Script: China Breakout & Fed Shakeout 48:10

2M ago48:10

48:10

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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Moody's Analytics Chief Economist Mark Zandi on the US Economy 1:08:42

2M ago1:08:42

1:08:42

Barry speaks with Mark Zandi, chief economist at Moody's Analytics about his career and the state of the US economy today. See omnystudio.com/listener for privacy information.By Bloomberg

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At The Money: Buying into the Ownership Society 16:38

2M ago16:38

16:38

How would you like to move from Labor to Capital? You can, by shifting some of your compensation from cash to equity. There are some tricky tax rules to learn, but potentially big gains to be had. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Rit…

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RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents 34:14

2M ago34:14

34:14

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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Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner 1:16:34

2M ago1:16:34

1:16:34

Barry speaks with Ellen Zentner, Chief Economist Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and a member of the Firm’s Global Investment Committee. She and her team are responsible for generating event-driven and forward-looking secular thematic insights, identifying how they can contribute to Mo…

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At The Money: What Does it Take to Buy Your Own Jet? 18:30

2M ago18:30

18:30

Have you ever thought about buying your own plane? It may not be as out of reach as you imagine. Sure, it’s not cheap, with maintenance, fuel, repair, and hangar costs, but the private aviation industry wants you to know there's a plane for nearly every budget. See omnystudio.com/listener for privacy information.…

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RenMac Off-Script: Money Illusion 34:50

2M ago34:50

34:50

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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Deven Parekh on the State of Startup Investing 1:06:34

2M ago1:06:34

1:06:34

Barry speaks with Deven Parekh, Managing Director at Insight Partners, a growth equity investment fund based in New York City. Since joining Insight in 2000, he has made more than 140 investments in enterprise software, data, and consumer internet businesses globally. Deven also currently serves as a Board Member for the Council on Foreign Relation…