Every Recession Begins With a Slowdown | TCAF 190

Описание: On episode 190 of The Compound and Friends, ⁠Michael Batnick⁠ and ⁠Downtown Josh Brown⁠ are joined by ⁠Neil Dutta⁠ of RenMac to discuss: the risk of recession, what's really behind Trump's tariffs, the Fed's next move, the explosion of AI, and much more!

This episode is sponsored by Xtrackers by DWS. Learn more at: ⁠https://xtrackers.com/

More from Neil:
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►00:00 - Cold Open
►09:15 - Intro
►10:34 - Neil Dutta, Business Economist
►14:32 - It's a Bull Market? What is going on?
►30:29 - The Fed, Rate Cuts and Tariffs
►42:02 - The Economy
►59:55 - Strategist Forecasts
►01:08:00 - What's the question you're getting most?
►01:19:00 - What are you looking forward to?

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