Episode
Iran war TRAPS the Fed!? | Neil Dutta
- Podcast
- Full Signal
- Published
- Mar 5, 2026
- Duration seconds
- 2059
- Processing state
not_requested
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Summary
Neil Dutta is head of economics at Renaissance Macro. He joins Phil Rosen to discuss the macro implications of the Iran war, the risks of rising oil prices, pressure on the Federal Reserve, and the new outlook for markets. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:26 - Neil's cautious views 5:18 - AI replacing jobs 7:42 - Iran and oil prices 10:41 - Oil's "Hamilton Trigger" 12:25 - Public & Generated Assets 13:34 - Oil impact on consumers 15:21 - Oil shock and Fed policy 17:53 - Rate cuts and supply shock 22:05 - Nominee Kevin Warsh 30:15 - Evaluating Jerome Powell 32:22 - Follow Neil's research Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed