Neil Dutta and Conor Sen on the Chances of a US Soft Landing
Odd Lots12 Jan 2023

Neil Dutta and Conor Sen on the Chances of a US Soft Landing

The most recent jobs report has revived talk that the US economy might pull off the fabled "soft landing." Jobs are still growing nicely and the unemployment rate is at a 50-year low. But wages are decelerating and there are reasons to think that inflation is rolling over as well. So can Jerome Powell & Co. smoothly land the plane, so to speak? On this episode of Odd Lots we speak with Neil Dutta, chief economist at Renaissance Macro Research, and Conor Sen, a columnist at Bloomberg Opinion, about the US macro situation, as well as the rental market and the impact of China's reopening.

See omnystudio.com/listener for privacy information.

Episoder(1185)

24: Meet The Most Important Country Singer in Economics

24: Meet The Most Important Country Singer in Economics

Country music lost a legend when Merle Haggard passed away earlier this month at the age of 78. At first glance, there doesn't seem to be much connection between Haggard's music and markets (excluding...

15 Apr 201622min

23: Iceland Jailed Its Bad Bankers But People Are Still Angry

23: Iceland Jailed Its Bad Bankers But People Are Still Angry

Iceland is known for geothermal beauty, fishing and as the birthplace of Bjork. It also made international headlines in 2008 thanks to a banking crisis that tipped the country into recession and rever...

8 Apr 201629min

22: The Unbearable Brightness of Being a Shadow Bank

22: The Unbearable Brightness of Being a Shadow Bank

A high-flying hedge fund manager lost everything back in 2007 after an accounting scandal prompted investors to pull money from his $12 billion fund. Almost a decade later, Dan Zwirn has been cleared ...

4 Apr 201627min

21: The Fraught Life of a Dumpster-Diving U.S. Short-Seller

21: The Fraught Life of a Dumpster-Diving U.S. Short-Seller

Short-selling, the practice of betting against stocks by agreeing to sell equities that you don't own, has been in the headlines recently. The share price of Valeant Pharmaceuticals International Inc....

28 Mar 201625min

20: The Time NYSE Floor Traders Tried to Prank President Reagan

20: The Time NYSE Floor Traders Tried to Prank President Reagan

For years, the image of a stock market trader was synonymous with images of Testosterone-fueled traders wheeling and dealing on the floor of big exchanges. But change has swept stock markets in recent...

21 Mar 201626min

Episode 19: Pow! Pow! El-Erian Talks Central Bank Ammunition

Episode 19: Pow! Pow! El-Erian Talks Central Bank Ammunition

Asset purchases! Currency devaluations! Low interest rates! Negative interest rates! And... more? The world's central banks have unleashed a torrent of unconventional monetary policy since the 2008 fi...

14 Mar 201622min

Episode 18: The Obscure Report That Spawned the ETF Industry

Episode 18: The Obscure Report That Spawned the ETF Industry

In 1987, investors watched in horror as the Dow Jones Industrial Average plunged 22 percent in an event that became known as "Black Monday." Months later, the U.S. Securities and Exchange Commission p...

7 Mar 201628min

Episode 17: How One Analyst Uncovered a $7 Billion Fraud

Episode 17: How One Analyst Uncovered a $7 Billion Fraud

In late 2008, as markets tanked thanks the the global financial crisis, two massive Ponzi schemes unraveled. One was the $17.5 billion fraud engineered by Bernie Madoff. The other was the smaller but ...

29 Feb 201625min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
rss-markedspuls-2
lederpodden
pengesnakk
rss-pa-konto
liberal-halvtime
rss-fa-makro
rss-investering-gjort-enkelt
boligbobla