Not every slowdown leads to recession, but every recession begins with a slowdown. Neil Dutta of @renmacllc.bsky.social on a brand new episode of The Compound and Friends up NOW Watch: www.youtube.com/watch?v=4fxT... Listen: podcasts.thecompoundnews.com/show/TCAF/ev...
@michaelbatnick.bsky.social checking in to see if you went to Boston...
Great guest/show today
Me trying to make sense of trade war, stocks recovering, soft data, hard data, vibecession in 2025...
Dutta and the RenMac crew the biggest-d*cked mofos in macro. If we could get DeGraaf to play that HD-28 that's behind him--while Neil sings wearing Jeff's cowboy hat? Well, that's about the only thing that could make their podcast "Off-Script" any better: as it's probably the best in all finance.
Unfortunately had as a guest 💩
Great guest, great podcast