Episode Details
| Title | The Die Is Cast For A 2025 Recession | Neil Dutta |
|---|---|
| Date | 5/7/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $TLT - Neil sees value in long-term Treasury bonds, aligning with his recession outlook and expectation of Fed rate cuts.
- “I think there's still good value in in the long side of the yield curve here.” - Neil (51:20)
Bearish:
- 🔻 $LABOR - 🔒
- 🔻 $XHB - 🔒
- 🔻 $XLI - 🔒