Neil Dutta

speaker

467 appearances 6 recordings 2 series first heard Jan 2026 last heard 5 Jun

Neil Dutta’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 5.

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But the Mag 7 are up 7.3% year-to-date.

7.3% year-to-date for the Mag 7.

Not bad.

But the 493 are up 12.6%.

Huh?

Did you guys know that?

So when you say what area of the economy, you mean corporate profits?

No, I mean like the tech sector, the tech boom.

Damn it, I was trying to do a segue.

I meant corporate profits.

Which discretionary stocks?

I will say that, unironically.

Okay.

So I'm looking at the equal weight discretionary over Staples, and it's still in an uptrend, but flattening looks fine, whatever.

It's sort of neither here nor there.

But I think some of the story is it's really hard to separate.

I don't think consumer discretionary stocks are necessarily always a reflection of the consumer.

And restaurants are a great example of this.

A lot of these names...

Kava is like the poster child of this.

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