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Michael Batnick

πŸ‘€ Speaker
4118 total appearances
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Appearances Over Time

Podcast Appearances

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

You don't have to be like a diplomat.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

But yeah, I don't know.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

I mean, what's the upside?

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

What's the upside of what?

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

Him.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

Well, he's in charge now.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

He's the boss.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

Well, I mean, I think it's as likely that the Fed captures him than he captures the Fed, right?

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

He's going in there talking about regime change, I think.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

If I were a betting man, I would say that the Fed is more likely to influence him than the other way around.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

Yeah, look at his career, Michael, if you've ever seen him.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

You know, when he was governor, he never gave actually speeches on the economic outlook.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

You know, it's like, oh, here's Governor Warren or Lori Logan talking about the economic and policy outlook.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

He never gave those speeches, really.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

If you go through his record, most of his speeches are like,

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

sort of like very kind of like high level, like philosophical.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

He's like freaking going around talking about Immanuel Kant and like these like people that you've like heard in like literature class, like in your freshman year of college or something.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

I mean, it's very bizarre to be talking in those terms for like a central banker.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

Um, I think the change is very curious considering it happened during a period where he was actively campaigning for a job.

The Compound and Friends
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

And so to me, that's like, to me, that's like the knock on him.