Facts vs Feelings with Ryan Detrick & Sonu Varghese
This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.
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Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking Macro with Neil Dutta (Ep. 47)
Macroeconomics is an all-encompassing, complex field, and it's critical to understand each of these large moving parts in order to analyze markets effectively.
With the constantly changing fiscal policies, market indicators, and economic patterns, expert insights prove to be invaluable in guiding us through turbulent and unpredictable times.
In this episode, Ryan Detrick & Sonu Varghese sit down with Neil Dutta, Managing Director and Head of Economics at Renaissance Macro Research, to chat about macroeconomics and the current state of the economy. They explore topics such as recession risks, the impact of inventories on GDP, fiscal policy, and the limitations of indicators like PMIs.
Neil discusses:
- An overview of his career, his role at Renaissance Macro Research, and the three core macro verticals they cover
- The current state of the economy and the differing opinions on whether a recession is imminent
- How inventory restocking can contribute to economic growth and the potential positive feedback loop it creates
- The role of fiscal policy in shaping economic outlook
- The use of PMIs and other macro indicators in analyzing the market
- The concerns about the Fed prematurely declaring victory and the potential mispricing of the back end of the market
- And more!
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About our guest:
As Head of Economic Research, Neil Dutta leads the macroeconomic research efforts at Renaissance Macro Research, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes.
Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch. There, he was a Senior Economist covering both the United States and Canada.
Neil appears frequently in the financial press, representing the firm on Bloomberg, CNBC, and Fox Business. He has been quoted by the Wall Street Journal, Financial Times, Associated Press, and has been featured in the New York Times for his out-of-consensus economic views on a host of topics including employment, consumption, inflation, and housing.
A business economist with over 15 years of sell-side experience, Neil graduated Cum Laude from New York University with a bachelor’s degree, double majoring in Economics and Political Science.
