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A very warm welcome to the Risk and Reversal Podcast.

I'm Guy Dami, always joined by Dan Nathan.

Today we're joined by Neil Dutta.

He's a partner and head of economic research at Renaissance macro research. We have found his work to be extraordinarily insightful. We have used his work in the market call and other various

shows that we do. So we said, why don't we reach out to Neil and see if we'll come on the podcast, Dan? Well, he's here. Hey, Neil. How are you? Thanks for joining the podcast. We saw you on CNBC the other day. You did a really nice job on a whole host of different economic stuff. And I read you an opinion piece in Bloomberg last week, too, which was great. So Neil, thanks for being here. Thanks for having me on.

All right.

Before we get into your work, opinion piece in Bloomberg last week too, which was great. So, Neil, thanks for being here.

Thanks for having me on.

All right. Before we get into your work and some views, give us sort of your background because I always find it interesting, and I know the audience does, to learn a little bit about the guests

we have. Sure. So I joined, I went to NYU. I'm born and raised in the New York area, and I went to

NYU, so I never really left. And then my first job out of college, I went to Merrill Lynch.

...