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Masters in Business

Neil Dutta on Economic Research

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.42.2K Ratings

🗓️ 27 January 2023

⏱️ 76 minutes

🧾️ Download transcript

Summary

Bloomberg Radio host Barry Ritholtz speaks with Neil Dutta, partner and head of economic research at Renaissance Macro Research. Dutta analyzes global trends and cross-market investment themes. He was previously a senior economist at Bank of America Merrill Lynch and an analyst at Barron’s. He has appeared on Bloomberg TV and CNBC as well as in the Wall Street Journal, New York Times, Financial Times, Associated Press and Bloomberg News for his insights on interest rates, inflation, the manufacturing sector, employment and consumer spending.

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Transcript

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0:00.0

This is Mesters in Business with Barry Redholz on Bloomberg Radio.

0:08.7

This week on the podcast, I have an extra special guest.

0:12.2

Neil Dada has been doing economic analysis and research from a market-based perspective.

0:18.4

For over 20 years, he has a fascinating career and has been a whole lot more right than

0:24.9

wrong than most of his fellow economists who cover the street.

0:30.2

I found this to be just an absolutely fascinating discussion about how to best contextualize

0:36.9

the world of economic data around you in a way that's useful for you as an investor.

0:44.5

Very often, there's a ton of information that comes out and by the time it's released,

0:49.6

it is fairly meaningless to what the market's going to be doing a few months' hence.

0:54.9

Understanding nuance, understanding that the world isn't binary is the challenge for investors.

1:01.8

Few do it better than Neil does in terms of putting together a global view of what's

1:07.4

happening in the economy, what's happening around the world, what's happening with the

1:10.3

Fed, and what's happening with the stock market.

1:13.2

I found this conversation to be fascinating and I think you will also, with no further

1:18.1

ado, RenMax, Neil Dada.

1:21.7

Let's start out with a little bit about your background.

1:25.9

Graduate cum laude from NYU with a BA in Economics and Polly Sy.

1:32.2

What was your first job in the Economics and Finance space?

1:36.6

I was actually thinking about being a lawyer.

1:39.0

I ended up taking my LSAT, my senior year at NYU.

1:43.2

I did okay, but I didn't do well enough to go to a school that I really wanted to go

1:47.3

to.

...

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