Neil Dutta is head of economics at Renaissance Macro. He joins Phil Rosen to discuss the macro implications of the Iran war, the risks of rising oil prices, pressure on the Federal Reserve, and the new outlook for markets.
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Timestamps:
0:00 - Intro
0:26 - Neil's cautious views
5:18 - AI replacing jobs
7:42 - Iran and oil prices
10:41 - Oil's "Hamilton Trigger"
12:25 - Public & Generated Assets
13:34 - Oil impact on consumers
15:21 - Oil shock and Fed policy
17:53 - Rate cuts and supply shock
22:05 - Nominee Kevin Warsh
30:15 - Evaluating Jerome Powell
32:22 - Follow Neil's research
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