Neil Dutta is Head of Economic Research at Renaissance Macro Research (renMac). He leads their macroeconomic research efforts, with an emphasis on analysing the US economy, the Federal Reserve, global trends, and cross-market investment themes. He is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.
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. In this podcast, we discuss:
01. Neil's Wall Street "Origin Story"
02. The Four Pillars of Economic Analysis
03. The Real Income Squeeze
04. AI, RSUs, and State Tax Revenues
05. Pervasive Optimism and Reflexivity Risk
06. The Fed's "Path of Least Resistance"
07. The Warsh Nomination and Forward Guidance
08. Productivity Boom or Demand Story?
09. AI's Wealth Effect Beyond Accounting
10. The 2027 Fiscal Headwind
11. Substack vs. Institutional Research
Neil DuttaGuest
Bilal HafeezHost