“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

Forward Guidance

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Timestamps:

(00:00) Introduction

(00:56) Is There An "Economic Accident" Brewing?

(10:26) Why Neil Thinks The Fed Should Cut Before The Election

(21:54) VanEck Ad

(22:36) Odds Of A Recession

(29:33) Is The Nonfarm Payroll (NFP) Data From Establishment Survey Overstating How Rosy U.S. Job Market Is?

(48:25) Dutta Prefers Bonds Over Stocks

(58:42) The Fiscal Deficit In 2025 And Beyond

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.