Is Neil Dutta Too Hot???

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 12 July 2024

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta, Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how worried we should be about recession, the economic implications of the presidential election, and much more! This episode is sponsored by Kraneshares. To learn more about their KFA Mount Lucas Managed Futures Index Strategy (ticker KMLM), visit: https://kfafunds.com/kmlm/ Consider the fund’s investment objectives, risks, charges, and expenses, which can be found in the prospectus online at kfafunds.com/kmlm. Read the prospectus carefully before investing. Investing involves risk, including loss of principal. KraneShares are distributed by SEI Investments Distribution Co. and are not affiliated. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is Neil Gut a day.
0:02.0	No, because everything you've been telling us, like all of a sudden everyone agrees with all at once.
0:09.0	Well, is that good or bad?
0:10.0	No, that's hot.
0:11.0	That's hot.
0:12.0	Now, you're the guy, once again. You did that once before.
0:15.4	This is my favorite email today. Subject line, get on with it.
0:18.6	Neil's email. The doves have what they need. It is time to cut.
0:21.8	Yo, but there's nothing else in the email that's it.
0:24.0	Yeah.
0:25.0	Well I think that's a tweet that went to everyone's inbox.
0:28.0	Well those emails, I mean it's just meant to get attention.
0:32.0	Like for the, for our clients I'll go into like here's what the data did and here's what I thought was interesting.
0:38.0	But so how many people are receiving like a note like that?
0:43.5	What's you want to give me exactly like?
0:45.2	Those notes, I mean, those are sort of, I mix it up.
0:48.4	Like sometimes I'll actually put a link to my formal research in those notes if I think I'm writing something interesting.
0:56.0	But most of the people on that list are media people.
1:00.0	Right.
1:01.0	So I think it's important to say something sort of with flare and just all caps and...
1:05.0	So the media people want to hear from you today most of all because they have to
1:10.2	explain what's going on on the screen and there's a lot of weird
	...

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