Neil Dutta
👤 SpeakerAppearances Over Time
Podcast Appearances
Oh, God.
Well, not your favorite.
I think last time you were on here, you were not so happy about the prospects.
Oh.
Can't people change?
I can keep going.
So Skanda, my question to you is, how much power does he have to influence policy?
Can he just say, we're doing, we're cutting, we're raising?
So what do you think they should do?
What do you think they will do?
So dumb question.
How much do you think the overnight rate impacts supply?
What does it have to do with supply shocks?
So you think they should look through it, but they won't.
But the market is pricing at a rate high.
Chart 13, please.
So this is the implied Fed funds rate we're looking at through the end of September 2027.
What is this line telling us?
So, Neil, you're a market economist.
If you knew that they were going to go, what, three times 25?