The Right and Wrong Economic Indicators to Follow | TCAF 127

On episode 127 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta to discuss: the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and much more!

Thanks to Kraneshares for sponsoring this episode. Learn more about the Kraneshares firm outlook for 2024 at: https://www.kraneshares.com/positioni...

More from Neil:
https://x.com/RenMacLLC

00:00 - Cold Open
08:14 - RWM Naples
09:03 - Intro
11:16 - The only economist that did NOT predict a recession
23:14 - Economic Indicators
30:18 - Being a "Business Economist"
34:34 - Retail Sales
39:13 - Wage Growth
42:12 - What is The Fed going to do?
45:56 - The Housing Market
50:37 - Politics and The Stock Market
57:34 - Sell Side Research
01:00:15 - What to look forward to in 2024
01:04:08 - What's next for Neil?
01:07:29 - Favorites

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