Best Neil Dutta Podcasts (2024)

1
Neil Dutta – How Mainstream Media Mis-shapes Your View About the Economy 53:21

25d ago53:21

53:21

What does the mainstream media get wrong in their economy and stock market coverage? How much does the economy influence the stock market and vice versa? Neil Dutta, a noted business economist from Renaissance Macro Research and father of 1 plus twins, takes us on a journey into investment advice's economics and shattering stereotypes mainstream me…

1
RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed 21:32

2h ago21:32

21:32

RenMac discusses the economic data dump this week, why the realized inflation data will be important, Powell’s case for weaker inflation, why the voters remain sour on the economy, whether Johnson will be removed as speaker now or after November, and the outlook for Chinese growth.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle 1:25:09

16m ago1:25:09

1:25:09

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Vincent Deluard on Twitter https://twitter.com/VincentDeluard Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter htt…

1
Ep.142 – Paul Fenner – A Lifetime of Teachable Moments 10:21

9h ago10:21

10:21

I am the product of a tight-knit, small-town community. While searching for a job during college, I was fortunate to cross paths with Darrell and Melodee Hoff, who became my first career mentors. Darrell recently passed, and I wanted to share not only the practical skills I learned from him but also the profound influence of his mentor in shaping m…

1
Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024 1:12:17

18h ago1:12:17

1:12:17

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription. __ Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth Follow Jack Fa…

1
EP 95: The evolving battlegrounds in the AI value chain | 10th April 2024 40:30

1d ago40:30

40:30

The boom in the Artificial Intelligence value chain over the past 18 months has made stocks such as NVIDIA household names and delivered significant returns for well placed investors. However, as AI usage and commercialisation evolves and matures, who will the next winners be in this rapidly changing space? Moz talks with Jonathan Rawicz and Henry …

1
The Crypto Endgame in 2024 | Fireside Chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund 1:05:18

2d ago1:05:18

1:05:18

This is a paid sponsorship on behalf of Van Eck Associates Corporation. Today’s episode of Forward Guidance is a special fireside chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund. Kanade shares his philosophy for investing in crypto, and discusses his views on Prior to joining VanEck, Mr. Kanade worked as a Credit …

1
TCN - Northeast India: A Political History - Mr. Samrat Choudhary 1:20:09

2d ago1:20:09

1:20:09

In the second episode of Season 4, we had the pleasure of hosting Mr. Samrat Choudhary, a prominent journalist and author from Shillong, India. Samrat is known for his insightful work, including editing the anthology "Insider Outsider" on the divide in India’s Northeast, which received positive reviews. His literary accomplishments also include his…

1
RenMac Off-Script: Closer To The End? 19:53

9d ago19:53

19:53

RenMac discusses the low GDP and high inflation reports, how volatile trade figures may have skewed the data to the downside, why the consensus is probably right about growth, the mean reversion in the battleground state polls, why the Supreme Court may delay the federal cases against Trump, how price may be driving sentiment, why you want to be lo…

1
The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman 51:52

7d ago51:52

51:52

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns? Harris then shares his thoughts on some of the best opportunities he is seeing in markets such as oil, gold min…

1
Holly Markiecki-Bennetts – Study Skills, Self-Advocacy, and Finding the "Right-Fit" College 47:40

7d ago47:40

47:40

Did you know that the path to choosing the "right-fit" college for your child could also lead to life lessons in self-advocacy? I welcome back Holly Markiecki-Bennetts, a high school guidance counselor and college advisor who is also a mom to one + twins! Holly is a testament to thoughtful and intentional educational decision-making. While many hig…

1
Can The U.S Handle High Interest Rates Past 2024? | Ben Miller 1:21:18

10d ago1:21:18

1:21:18

This week Ben Miller Fundrise Co-Founder and CEO joins the show. We begin by discussing the U.S public debt problem as debt to GDP remains elevated over 100%. For the second half of the conversation, we deep dive into the current state of the U.S real estate market focusing primarily on CRE. Enjoy! -- Forward Guidance is sponsored by VanEck. Learn …

1
Chris Whalen: “Higher For Longer” Interest Rate Regime Is Bad For Banks 42:01

11d ago42:01

42:01

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Follow Chris Whalen on Twitter https://twitter.com/rcwhalen Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack Farley on Twitter https://twit…

1
RenMac Off-Script: 3 Pillars of a Low 5:45

16d ago5:45

5:45

Jeff goes solo off-script to talk about the recent equity weakness, the things he looks for to call a tactical bottom and where we stand currently.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
The Great Liquidity Debate | Michael Howell & George Robertson on Monetary vs. Fiscal Flows And What Is Truly Driving This Bull Market 1:34:55

14d ago1:34:55

1:34:55

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Michael Howell of Crossborder Capital and George Robertson of The Monetary Fronteir have two things in common: they both correctly predicted the renewed bull…

1
Rising Dividends 8:02

15d ago8:02

8:02

ubscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify At retirement, your whole financial life essentially collapses down to one binary question: will your money outlive you, or will you outlive your money? Volatility in the market is often seen as a risk, but it's important to differentiate between the two. The real risk l…

1
EP 94: Q2 2024 Insight, a new reality? | 9th April 2024 45:25

16d ago45:25

45:25

Join us on Beyond the Benchmark as we review the Q2 2024 Insight document. The macro A-team come together to talk through the thinking behind the publication. The worst predictions for the state of the global economy fail to materialise once again, while the markets wake up to the new reality of a higher interest rate environment that's here to sta…

1
Mark Dow: The Bears Are Making Stuff Up About Fed/Treasury Plumbing To Excuse The Fact That They Were Wrong 1:33:16

17d ago1:33:16

1:33:16

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Mark Dow has had experience in the global monetary system, having worked at the IMF, as an advisor to three Presidents, and at many central banks around the …

1
RenMac Off-Script: Cuts Delayed Not Derailed 18:50

23d ago18:50

18:50

RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market means consumers could struggle to absorb higher inflation; the risks Powell & Co. face in deciding to do (or not do); why the adage “sell in May and go a…

1
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield” 1:10:33

24d ago1:10:33

1:10:33

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Jonathan Treussard of Treussard Capital Management joins Forward Guidance to help define what a bubble is. By his strict definition, nothing qualifies right …

1
RenMac Off-Script: Payrolls Eclipse the Bears 19:18

1M ago19:18

19:18

RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how it might send neutral rates higher, why No Labels ended up with no candidate and who benefits, how rising geopolitical risks are raising prices at the pump for voters, the impact of broader market participation, and why manufacturing is picking up.…

1
Blind Squirrel Macro: China Will Unleash “Bloodbath” On Global Automobile Market | Rupert Mitchell on Electric Vehicles, Tires, Refiners, And Gold 1:39:34

28d ago1:39:34

1:39:34

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus. __ Rupert Mitchell of Blind Squirrel Macro joins Forward Guidance for the first time to share his learnings from an extensive career as an investment banker mov…

1
EP 93: The biggest change in global populations we've ever seen with James Pomeroy | 25th March 2024 50:18

28d ago50:18

50:18

While Japan and China have received a lot of attention in recent years for their unfavourable demographics, James Pomeroy, Global Economist at HSBC, points to research showing that much of the world is facing similar conditions. This is a fact that goes largely unreported yet could have enormous impacts on the global economy. Our host, Moz Afzal: h…

1
Emotional Decision Making 7:16

1M ago7:16

7:16

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify In the midst of disappointment, our emotions can run hot. Whether it's parenting, finances, or life in general, understanding the impact of emotions on our choices is crucial. Making decisions in the heat of the moment rarely leads to positive outcomes. Instead, creatin…

1
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks 1:19:33

1M ago1:19:33

1:19:33

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Jason Hsu of Rayliant joins Forward Guidance to share his view on the particulars of the Chinese equity market. Hsu argues that th…

1
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak” 1:06:37

1M ago1:06:37

1:06:37

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Lawrence McDonald, New York Times Bestselling author and founder of The Bear Traps Report returns to Forward Guidance to discuss h…

1
RenMac Off-Script Podcast: Powell Told Us What He Told Us 15:44

1M ago15:44

15:44

RenMac discusses Fed Governor Waller’s comments, context, and contrast with Powell; reconciling GDI and GDP; Biden’s bump in the Bloomberg battleground state poll, and some evidence of the momentum trade unwinding.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick

1
Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024) 40:25

1M ago40:25

40:25

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on Marc…

1
Dr. Joy Lere – Finding Harmony Between Emotions and Finance in Relationships 42:25

1M ago42:25

42:25

Most couples think they end up in a therapist's office to talk about sex and money. But it's really deeper underlying issues couples are looking to hash out. Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, is a leading voice in the psychology of money and applied behavioral finance. In her practice, Joy has observed…

1
Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation 1:13:02

1M ago1:13:02

1:13:02

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Russell Napier, founder of Orlock Advisors and publisher of The Solid Ground Newsletter, returns to Forward Guidance to share how …

1
EP 92: Is there a ‘no-landing’ scenario for the global economy? With Chris Senyek | 14th March 2024 41:06

1M ago41:06

41:06

Is there a 'no-landing' scenario for the global economy? Moz talks to Chris Senyek, Chief Investment Strategist at Wolfe Research about the unexpected strength of the US and global economy, with inflation numbers going in the right direction and the market bull run extending its 18 month run, repeatedly proving sceptics wrong. Our host, Moz Afzal: …

1
RenMac Off-Script Podcast: Political & Productivity Paradox 19:06

1M ago19:06

19:06

RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving Biden’s EV policies, why the six months of progress on inflation is outweighing the previous two months of setbacks for Powell & Co., June cut looking likely, the productivity paradox and how it takes time to realize the gains from AI, why a partial gov’…

1
How to Lose Time and Money 12:40

2M ago12:40

12:40

Do you give an honest answer when someone asks, "How are you doing?" Or do you give the typical generic response about how "busy" you are? Paul Graham is an investor who has worked with thousands of startup companies and is also a prolific writer. I imagine that Paul has some valuable insights into what it means to be busy. The central thesis behin…

1
RenMac Legends: A Conversation with Ethan Harris 44:49

2M ago44:49

44:49

For nearly three decades, Ethan Harris was a fixture on Wall Street. After a stint at the New York Fed, Ethan went to Lehman Brothers where he served as the firm’s Chief US Economist. I had the good fortune of working for and learning from Ethan during his time as Head of Global Economics at Bank of America Merrill Lynch, from where he retired last…

1
Dr. Ingo Sauer on Hyperinflation, Central Bank Insolvency, and The ECB (European Central Bank) 2:27:52

2M ago2:27:52

2:27:52

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Dr. Ingo Sauer of Goethe University Frankfurt joins Forward Guidance to share findings from his 360 paper on Hyperinflation in 192…

1
RenMac Off-Script Podcast: TikTok Trade 22:30

2M ago22:30

22:30

Neil and Steve welcome Kevin to the podcast to discuss Senate Majority Leader Chuck Schumer’s desire to replace Israeli Prime Minister Benjamin Netanyahu, the House vote to put TikTok on the clock, how China might retaliate against U.S. companies, what copper and commodities are saying, how the U.S. economic outperformance is benefiting Mexico and …

1
Nick Halaris: Commercial Real Estate Hanging In There Despite "Crushing" Interest Rate Shock 1:04:51

2M ago1:04:51

1:04:51

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ Nick Halaris, President of Metros Capital, returns to Forward Guidance to update viewers on real estate situation in the U.S. Though …

1
Carrie Schochet – Navigating the Emotional Landscape of Career Changes 46:37

2M ago46:37

46:37

Trust that today's conversation holds valuable guidance for those grappling with the emotional hurdles of a career change or fine-tuning work-life balance, especially busy parents. We welcome back our resident career expert, Carrie Schochet of Purple Squirrel Advisors, to discuss everything from the delicate balance of flexibility in the workplace …

1
EP 91: The far reaching impacts of GLP-1 drugs | 26th February 2024 39:15

2M ago39:15

39:15

In the world of Healthcare, few recent innovations have caused as much of a stir as the emergent GLP-1 agonist drugs, which have proven to have a material impact on weight loss. In this episode Moz is joined by New Capital's Mike Clulow and Chelsea Wiater to talk through what GLP-1s are, how they work and the potentially far reaching impacts they m…

1
Liz Ann Sonders: There's No Such Thing As A Typical Interest Rate Cutting Cycle 58:40

2M ago58:40

58:40

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to Forward Guidance to share her investment outlook on U.S…

1
RenMac Off-Script: Bullish Zone 20:18

2M ago20:18

20:18

RenMac discusses how the payroll print is bullish for the soft-landing camp, why you should keep watching the unemployment number, how both parties saw what they wanted to in Biden’s SOTU, the takeaways from Powell’s testimony, why there is still momentum in the market, how gold is breaking out, and why you should be careful with sentiment.…

1
The Fate Of The Fed's Balance Sheet | Lou Crandall & Joseph Wang on Draining of Reverse Repo (RRP) Facility, Timeline of QT Taper, and 2024 Tax Refund Data 52:07

2M ago52:07

52:07

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Lou Crandall on Twitter https://twitter.com/Fedwatcher Joseph's …

1
EP 90: Understanding Catastrophe Bonds with Rhodri Morris | 4th March 2024 40:42

2M ago40:42

40:42

This week we dive into the little-known world of Catastrophe Bonds, a sub category of Insurance Linked Strategies, exploring how they work and their potential upsides and downsides. To help understand this unique instrument, Moz is joined by Rhodri Morris, Head of ILS Analytics at Twelve Capital. Our host, Moz Afzal: https://bit.ly/31XbkTR Our gues…

1
The Erosion of Institutional Accountability | Dr. Luigi Zingales on Bank Failures, Whistleblowing, and The Fed 54:57

2M ago54:57

54:57

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Luigi Zingales on Twitter https://twitter.com/zingales?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow Capita…

1
The Gap and The Gain 9:38

2M ago9:38

9:38

The Gap and The Gain Do you see the horizon, but it’s not moving? Our purpose is a lot like the horizon; it is helpful to figure out your direction and to plan your journey, but you can’t reach your purpose any more than you can arrive at the horizon. A few years ago, I came across a book by Dan Sullivan titled The Gap and The Gain. It was somewhat…

1
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929 1:42:04

2M ago1:42:04

1:42:04

Milton Berg, renowned market technician known to viewers for his contrarian bullish call in January of 2023, returns to Forward Guidance with a far less rosy outlook. As of recording on February 28, 2024, Berg is decidedly bearish in the face of a stupendous stock market rally. He sees signs of an exhaustive peak and expects a decline, which could …

1
Remi Tetot on AI, Crypto, and Uranium 56:46

2M ago56:46

56:46

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Remi on Twitter https://twitter.com/TheKingCourt Remi’s Substack, “The Mad King”: https://onemadking.substack.com/ Follow V…

1
RenMac Off-Script: Momentum Vs. Beta 15:20

2M ago15:20

15:20

RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesn’t linearly map to inflation, how a May Fed cut could be underpriced, another gov’t can-kick, how Michigan sent warning signs to both candidates, whether Haley will still in after Super Tuesday, the firmness of global indices, and rela…

1
Claudia Sahm: The Fed Itself Is The Biggest Risk To A Soft Landing 1:06:10

2M ago1:06:10

1:06:10

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Follow Claudia Sahm on Twitter https://twitter.com/Claudia_Sahm Follow VanEck on Twitter https://twitter.com/vaneck_us Follow Jack…

1
Dr. Christine Gravert – Reducing Friction to Change Behaviors 39:49

2M ago39:49

39:49

Christina Gravert, a behavioral scientist and a new mother, has something to say about motivation and habits. Ten months after welcoming a baby into her life, Christina confronts a reality familiar to many: the struggle of balancing personal objectives, like returning to the gym, with the demands of parenthood. Her experiences have led her to probe…

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