RenMac's Head of Economics Neil Dutta on Recession Indicators

In this episode of Masters in Business, Barry Ritholtz interviews Neil Dutta, Head of Economic Research at RENMAC, about his career path from compensation analyst to market economist, emphasizing the distinction between academic and business economics. Dutta explains his role in translating economic research into actionable insights for investors, highlighting his accurate, out-of-consensus calls on inflation and recession. The conversation covers Dutta's views on the Fed's actions, the impact of fiscal stimulus, and the potential for a recession in 2025 or 2026, as well as the influence of trade policies and the US dollar on the economy. Dutta also shares his current concerns about the labor market, housing, and consumer sentiment, and what data points the Fed might be overlooking.