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

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

    FromForward Guidance

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

    FromForward Guidance

    ratings:
    Length:
    61 minutes
    Released:
    Jun 27, 2024
    Format:
    Podcast episode

    Description

    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.
    Released:
    Jun 27, 2024
    Format:
    Podcast episode

    Titles in the series (100)

    The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.