This week, I speak with Neil Dutta, head of economics at Renaissance Macro Research. Neil leads their macroeconomic research efforts, 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. They discuss in initial interest in economic studies and whether we’ll see a recession in 2025.
A transcript of our conversation is available here Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business interview next weekend with Sonal Desai, Chief Investment Officer of Franklin Templeton Fixed Incomem, managing $215 billion in AUM in Multi-Sector, Global, Corporate Credit, Securitized Products, Municipal Bonds, Stable Value, and ST Liquid Markets Fixed Income. She has been named to Barron’s annual list of the 100 Most Influential Women each year since 2020.
