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/positioning-for-2024-kraneshares-firm-outlook/?adsource=wealthcast 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 👕 Check out The Compound shop: https://www.idontshop.com 🎙️ Listen to our podcasts: The Compound and Friends: https://podcasts.thecompoundnews.com/show/thecompoundandfriends/ Animal Spirits: https://link.chtbl.com/animalspirits Ask The Compound: https://link.chtbl.com/askthecompound The Compound Newsletter: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: https://www.ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcast-youtube-disclosures. #thecompound #investing #stockmarket