“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

Forward Guidance

Inhalt bereitgestellt von Blockworks. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Blockworks oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

3M ago 1:01:04

MP3•Episode-Home

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Renaissance Macro on Twitter https://x.com/RenMacLLC?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Follow RenMac website: https://t.co/VJIDWiWMkc

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

Timestamps:

(00:00) Introduction

(00:56) Is There An "Economic Accident" Brewing?

(10:26) Why Neil Thinks The Fed Should Cut Before The Election

(21:54) VanEck Ad

(22:36) Odds Of A Recession

(29:33) Is The Nonfarm Payroll (NFP) Data From Establishment Survey Overstating How Rosy U.S. Job Market Is?

(48:25) Dutta Prefers Bonds Over Stocks

(58:42) The Fiscal Deficit In 2025 And Beyond

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

423 Episoden

#Trading #Business #Blockworks #Business News #News #On Lowcost