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Neil Dutta on Housing, The Consumer & AI Fueled Growth

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Manage episode 500408633 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Guy Adami and Dan Nathan host Neil Dutta, partner and Head of Economic Research at Renaissance Macro Research, on the RiskReversal Podcast. Neil shares his career journey, his time at NYU, and his experience working with David Rosenberg and Ethan Harris at Merrill Lynch. The conversation covers current economic issues including the US housing market recession, labor market dynamics, and the impact of restrictive monetary policy. Neil also discusses the significant investment in AI and its potential to boost GDP growth. The discussion touches on the Federal Reserve's focus on inflation over employment, the global interest rate environment, and the potential risks concerning AI investment momentum. Neil offers his market outlook, focusing on defensive strategies and the potential future direction of interest rates.

Show Notes

  • Neil Dutta's Gut Check: Three Economies (Bloomberg)
  • New York City Companies All but Stopped Hiring in First Half of the Year (NYT)
  • Follow RenMac on X: https://x.com/RenMacLLC


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

839 episodes

Artwork
iconShare
 
Manage episode 500408633 series 2938944
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Guy Adami and Dan Nathan host Neil Dutta, partner and Head of Economic Research at Renaissance Macro Research, on the RiskReversal Podcast. Neil shares his career journey, his time at NYU, and his experience working with David Rosenberg and Ethan Harris at Merrill Lynch. The conversation covers current economic issues including the US housing market recession, labor market dynamics, and the impact of restrictive monetary policy. Neil also discusses the significant investment in AI and its potential to boost GDP growth. The discussion touches on the Federal Reserve's focus on inflation over employment, the global interest rate environment, and the potential risks concerning AI investment momentum. Neil offers his market outlook, focusing on defensive strategies and the potential future direction of interest rates.

Show Notes

  • Neil Dutta's Gut Check: Three Economies (Bloomberg)
  • New York City Companies All but Stopped Hiring in First Half of the Year (NYT)
  • Follow RenMac on X: https://x.com/RenMacLLC


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

839 episodes

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