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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24MAR26 - Macario Schettino: Coyuntura