Podcasts about bloomberg view

Play Episode Listen Later May 29, 2025 49:05

Tom Bodrovics once again engages in an interesting conversation with Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, former Fed Insider, and author of the book "Fed Up." The conversation focuses on the ongoing recession that likely began in Q1 2024. Danielle highlights key data points, such as job losses starting in Q2 2024, which confirm the recession's onset. Despite this clarity, official channels are reluctant to acknowledge the recession due to political considerations. Danielle emphasizes the severe impact of student loan forbearance and credit constraints on US households, noting that rising defaults will further strain consumer spending. This situation is compounded by a lack of clear policies to replace past stimulus measures, leaving the economy vulnerable. Danielle shifts into the commercial real estate sector, with banks facing growing pressure to recognize losses. She critiques the Federal Reserve for ignoring critical data, such as shelter inflation and job losses, in favor of focusing on tariffs' impact on goods prices. This stance, she argues, is politically motivated and disregards the Fed's own historical lessons. Investors are advised to prioritize safety over riskier assets, given the high returns on cash and the uncertain economic outlook. Danielle concludes by urging empathy and support for communities navigating these challenging times, emphasizing the importance of looking out for one another during economic hardship. Time Stamp References:0:00 - Introduction1:10 - Recession Recognition?6:05 - Recession & Neg. GDP9:06 - Politics & Power Games11:28 - Democrats & Leadership14:16 - Global Recession Outlook16:10 - Student Loan Problems20:10 - Com. Real Estate Bubble23:48 - Banks & Neg. Home Values26:38 - Q.E. Tariffs & Inflation30:30 - Wages, Housing, & Retail36:30 - Powell & Coming Shocks40:59 - Fed Ignoring The Data42:05 - Safe Investor Plays?47:10 - Concluding Thoughts48:10 - Wrap Up Guest Links:X: https://x.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a Research Revolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette, where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio.

TDI Podcast: The Tariff Kid (#907)

Play Episode Listen Later Feb 9, 2025 58:24

The Tariff Kid - Tariff on Tariff off! US Manufacturing turns the corner. A quick check on earnings and some thoughts on the economy. And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), CEG), (GEV), (AMD)

Danielle DiMartino Booth: The Recession the U.S. Needs is Already Underway

Play Episode Listen Later Dec 11, 2024 28:59

Tom Bodrovics engages in a discussion with Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, former Fed Insider, and author of the book "Fed Up." Danielle stresses the importance of monitoring private sector actions, particularly in 2025 due to recent job losses and the significance of shelter inflation's impact on the Federal Reserve. She highlights an upward trend in unemployment rates and potential recession expectations, but does not believe one is necessary. The conversation touches upon central bankers' confidence bubble and its implications for the current economic climate. They also delve into commercial real estate markets and the potential repercussions on banks and markets. Serious concerns in this sector have led to double defaults on commercial mortgage-backed securities, with regulators putting pressure on credit rating agencies not to downgrade them. Tom also inquires about other financial burdens, such as rising unemployment, falling house prices, and mortgage delinquencies, which contribute to significant household financial pressures. Canadian banks have announced larger losses but maintain they are contained. Banks attempt to slow charge-offs by modifying loans and extending terms, but this approach has limitations due to the possibility of re-default. Danielle concludes the conversation by encouraging listeners to maturely face sacrifices and embrace long-term benefits that come with cutting government waste. Time Stamp References:0:00 - Introduction0:44 - The Economy & Stats2:49 - Unemployment & Layoffs3:38 - Powell & Trump4:37 - Revisions & Recession6:25 - Bankruptcies & Rates8:13 - C.B. Confidence/Hubris11:22 - Dollar Strength & Trump14:57 - Inflation Thoughts16:47 - Housing Confidence19:38 - Commercial Real Estate20:57 - Consumers & Banking22:37 - Safe Assets & Dividends24:14 - Buy Now Pay Later?26:42 - 2025 and Gov't Spending27:49 - Wrap Up Talking Points From This Episode Danielle emphasizes investors monitor private sector actions amid job losses, shelter inflation, and potential recession concerns. Concerns center around Central bankers' 'confidence', commercial real estate risks, and household financial pressures. DiMartino cautions listeners that Trump cuts may require short to medium term sacrifices to gain long-term benefits. Guest Links:Twitter: https://twitter.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015.

Dr. John Sides

Kudzu Vine

Play Episode Listen Later Dec 2, 2024 64:00

John Sides is Professor of Political Science and William R. Kenan, Jr. Chair at Vanderbilt University. He studies political behavior in American and comparative politics. He is an author of The Bitter End: The 2020 Presidential Campaign and the Challenge to American Democracy, Identity Crisis: The 2016 Presidential Campaign and The Battle for the Meaning of America, and The Gamble: Choice and Chance in the 2012 Election He helped found Good Authority and its predecessor, The Monkey Cage, both of which are sites about political science and politics. He has also written for such outlets as FiveThirtyEight, the Boston Review, Bloomberg View, CNN, the Los Angeles Times, and the New York Times. He serves as Research Advisor to the Democracy Fund Voter Study Group. He received his B.A. from the University of North Carolina-Chapel Hill and his M.A. and Ph.D. from the University of California, Berkeley. He previously taught at the University of Texas-Austin and George Washington University.

#367: Rebecca Liao, CEO of Saga, on Crypto's Political Playbook, Launching an L1 for L1s, and Web3 Gaming

CryptoNews Podcast

Play Episode Listen Later Sep 5, 2024 42:36

Rebecca Liao is the CEO of Saga and an advisor to Sommelier Protocol, where she is designing their DAO. She is also the co-founder, advisor, and former COO at Skuchain, a currency agnostic blockchain for global trade. Before Skuchain, she was director of business development and head of Asia for Globality, a Softbank-backed B2B unicorn for AI-powered procurement of professional services.Rebecca was a member of President Joe Biden's 2020 presidential campaign, where she helped advise on China, technology, and Asia economic policy. She also served on Secretary Clinton's foreign policy team for her 2016 presidential campaign, responsible for Asia trade and economic policy.She also writes for the New York Times, Financial Times, Foreign Affairs, The Atlantic, Bloomberg View, and various other publications. Rebecca is also a fellow at the Stanford Program in Law, Science, and Technology, where she focuses on tech policy.In this conversation, we discuss:- Launching an L1 for L1s- Crypto's political playbook- Working for President Joe Biden's 2020 presidential campaign- Politics and crypto- Empowering developers- Monolithic blockchains- Present day web3 gaming- Web3 entertainment- Web3 games need L1s for scalability and zero gas fees- Little - Saga's liquidity integration layer- Saga Origins, the publishing arm of the Saga ProtocolSagaWebsite: www.saga.xyzX: @Sagaxyz__Rebecca LiaoX: @beccaliaoLinkedIn: Rebecca Liao --------------------------------------------------------------------------------- This episode is brought to you by PrimeXBT. PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50

Danielle DiMartino Booth: Fed Doesn’t Have a Snowball’s Chance in Hell of Achieving a Soft Landing

Play Episode Listen Later Jun 19, 2024 42:35

Tom welcomes back Danielle DiMartino Booth to the show to discuss de-dollarization and its implications for the US economy. Danielle argues that while concerns over countries moving away from the US dollar system have been ongoing for a long time, the US dollar remains dominant in global transactions due to its vast liquidity pool and lack of competition. She advises investors to diversify during financial crises instead of doubling down on dollars. The conversation touches upon the Federal Reserve's actions, with Danielle expressing concerns about potential policy errors regarding inflation and outdated data usage. Danielle discusses employment statistics, mentioning that hard data from the Quarterly Census of Employment and Wages (QCEW) plays a significant role in revisions to non-farm payrolls and Gross Domestic Product (GDP). She expresses concern over the Fed's reliance on outdated data and potential late action. The conversation also covers concerns about risks for regional banks, rising bankruptcy rates, and imminent student loan delinquencies. She also discusses signs of a potential recession, including slowdown in credit card spending, increasing charge offs, and decreasing employment levels. Despite some optimistic predictions, she express skepticism due to the weak economic foundation and the Fed's role in combatting inflation with varying opinions on its likelihood. Time Stamp References:0:00 - Introduction0:45 - Dedollarization Trends2:47 - Global Dollar Trade5:49 - Reserves and Data8:57 - Fed & Global C.B. Cuts10:49 - Fed & 2024 Elections12:55 - Consumer 'Health'13:58 - Fed Revisions & Data Lag19:44 - Bankruptcies & Inflation23:44 - Problems Not Priced-In25:27 - Regional Banking Risk28:47 - Bigger Banks & Losses32:52 - Credit Card Spending34:52 - Deep Long Recession?37:40 - Fed - Hard Landing38:55 - Inflation Targeting41:09 - Wrap Up Talking Points From This Episode The US dollar's dominance in global transactions is due to its vast liquidity pool and lack of competition. Investors are advised to diversify during financial crises instead of relying on dollars. Concerns over the Fed's policy errors, outdated data usage, and potential late action in addressing economic issues. Guest Links:Twitter: https://twitter.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

Economist explains the two futures of CRYPTO

Play Episode Listen Later May 22, 2024 7:54

Economist Tyler Cowen confirms there are good reasons to be crypto-skeptical. Cryptocurrency is truly a new idea, and it's rare for society to encounter fundamentally new ideas. Cryptocurrency is well positioned to serve a crucial financial and transactional role as a globalized internet grows to include more of our lives. Crypto enthusiasts espouse grand plans that do not sound realistic, while crypto skeptics fail to appreciate the revolutionary nature of the technology. ------------------------------------------------------------------------------------------------------ About Tyler Cowen: Tyler is the Holbert L. Harris Chair of Economics at George Mason University and serves as chairman and general director of the Mercatus Center at George Mason University. He is co-author of the popular economics blog Marginal Revolution and co-founder of the online educational platform Marginal Revolution University. Tyler also writes a column for Bloomberg View, and he has contributed to The Wall Street Journal and Money. In 2011, Bloomberg Businessweek profiled Tyler as “America's Hottest Economist” after his e-book, The Great Stagnation, appeared twice on The New York Times e-book bestseller list. He graduated from George Mason University with a bachelor's degree in economics and earned a Ph.D. in economics from Harvard University. He also runs a podcast series called Conversations with Tyler. His latest book Talent: How to Identify Energizers, Creatives and Winners Around the World is co-authored with venture capitalist Daniel Gross. ---------------------------------------------------------------------------------------------------- About Big Think | Smarter Faster™ ► Big Think The leading source of expert-driven, educational content. With thousands of videos, featuring experts ranging from Bill Clinton to Bill Nye, Big Think helps you get smarter, faster by exploring the big ideas and core skills that define knowledge in the 21st century. Go Deeper with Big Think: ►Become a Big Think Member Get exclusive access to full interviews, early access to new releases, Big Think merch and more ►Get Big Think+ for Business Guide, inspire and accelerate leaders at all levels of your company with the biggest minds in business Learn more about your ad choices. Visit megaphone.fm/adchoices

Can AMERICA make a COMEBACK? | Tyler Cowen - BIGTHINK

The Dishcast with Andrew Sullivan

Play Episode Listen Later May 20, 2024 11:02

An interview with economist Tyler Cowen on why American progress has seemed to stall and how we can get it back on track. The rate of progress in American society has been uneven throughout history, argues economist Tyler Cowen. Tremendous periods of growth are followed by periods of stagnation. Periods of growth occur when there is a breakthrough, and other advances quickly follow. For example, the Industrial Revolution and electrification of homes allowed the standard of living to grow at a fast rate, particularly in the early to mid-20th century. But starting in the 70s, progress slowed. One reason is that the easier tasks, like electrification, had already been accomplished. Also, government regulation and a general aversion to risk have made Americans less entrepreneurial. As a result, progress has slowed, and we have not matched our earlier performance. Today, we are at a pivotal crossroads between stagnation and growth. To get back to a growth mindset, he argues, we need to stop taking our prosperity for granted. -------------------------------------------------------------------------------------------- Chapters For Easier Navigation:- 0:00 intro 0:05 whats wrong with america 1:53 can america make a comeback 3:27 when are we going to get vaccines This video is part of The Progress Issue, a Big Think and Freethink special collaboration. ------------------------------------------------------------------------------------------ About Tyler Cowen Tyler is the Holbert L. Harris Chair of Economics at George Mason University and serves as chairman and general director of the Mercatus Center at George Mason University. He is co-author of the popular economics blog Marginal Revolution and co-founder of the online educational platform Marginal Revolution University. Tyler also writes a column for Bloomberg View, and he has contributed to The Wall Street Journal and Money. In 2011, Bloomberg Businessweek profiled Tyler as “America's Hottest Economist” after his e-book, The Great Stagnation, appeared twice on The New York Times e-book bestseller list. He graduated from George Mason University with a bachelor's degree in economics and earned a Ph.D. in economics from Harvard University. He also runs a podcast series called Conversations with Tyler. His latest book Talent: How to Identify Energizers, Creatives and Winners Around the World is co-authored with venture capitalist Daniel Gross. ------------------------------------------------------------------------------------------ About Big Think | Smarter Faster™ ► Big Think The leading source of expert-driven, educational content. With thousands of videos, featuring experts ranging from Bill Clinton to Bill Nye, Big Think helps you get smarter, faster by exploring the big ideas and core skills that define knowledge in the 21st century. Go Deeper with Big Think: ►Become a Big Think Member Get exclusive access to full interviews, early access to new releases, Big Think merch and more ►Get Big Think+ for Business Guide, inspire and accelerate leaders at all levels of your company with the biggest minds in business Learn more about your ad choices. Visit megaphone.fm/adchoices

Eli Lake On Israel, Anti-Semitism, Kanye

Play Episode Listen Later Apr 12, 2024 48:55

This is a free preview of a paid episode. To hear more, visit andrewsullivan.substack.comEli is a journalist and friend. He's a former senior national security correspondent for The Daily Beast and Newsweek, and a former columnist for the Bloomberg View. He's now a reporter for The Free Press, a contributing editor at Commentary Magazine, and the host of his own podcast, The Re-Education. I thought I should have a strong Israel supporter to come on and challenge my recent columns.For two clips of our convo — on the West Bank settlements, and Trump's record on Israel — pop over to our YouTube page. Other topics: Eli raised as a latchkey kid in Philly; his leftwing Jewish parents; turning neocon in college during the ‘90s PC wars; Milton Friedman's Free to Choose a formative book; Eli's love of rap from an early age; Tribe Called Quest and the Native Tongue movement of “rap hippies”; Black Nationalism; David Samuels' story on white kids driving hip-hop; Kanye's genius and grappling with his anti-Semitism; the bigotry of Ezra Pound and T.S. Eliot; Nietzsche's madness; the persistence of Jew hatred across history and cultures; dissidents in the Catholic Church; Augustine; Jewish mysticism and Kabbalah; the faux sophistication of conspiracy theorists; Bob Dole as a Gen Xer; envy and resentment over Israel's success; the First Intifada; Labor Zionism; Ben-Gurion and Arab resistance; Menachem Begin; Netanyahu's dad; the IRA bombing British leaders; Arafat walking away from Camp David; the Second Intifada; 9/11 and Islamofascism; the Iraq War and Abu Ghraib; the settler movement and Judeo-fascists; Jared Kushner; the Abraham Accords; Arabs serving in the Knesset; Israel withdrawing from Gaza and southern Lebanon; the evil of Hamas; Yossi Klein Halevi; the IDF's AI program; the tunnels and 2,000-lb bombs; Dresden; John Spencer's Understanding Urban Warfare; Rafah; Trump's vanity; Soleimani and the Damascus embassy; and the US supplying weapons to Israel.Browse the Dishcast archive for an episode you might enjoy (the first 102 are free in their entirety — subscribe to get everything else). Next up: Kara Swisher on Silicon Valley. After that: Adam Moss on the artistic process, George Will on Trump and conservatism, Johann Hari on weight-loss drugs, Noah Smith on the economy, Nellie Bowles on the woke revolution, Bill Maher on everything, and the great Van Jones! Send any guest recs, dissents, and other comments to dish@andrewsullivan.com.

Perplexity Making Google a Paranoid Android with CEO Aravind Srinivas and Ann Bordetsky of NEA | Okay, Computer.

On The Tape

Play Episode Listen Later Mar 5, 2024 62:28

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA for the latest installment of our Funders x Founders series (27:30). They hit Aravind's background (29:00), reinventing search (33:00), what Perplexity is and how it works (38:30), taking share from Google (41:30), revenue sources they are focused on (56:30) and a vibe check on Silicon Valley (57:15). Articles Mentioned on this Podcast: Google vs. Google: The Internal Struggle Holding Back its AI (CNBC's TechCheck) Elon Musk Suing Open AI & Sam Altman Over Contract Breach (CNBC) Klarna froze hiring because of AI. Now it says its chatbot does the work of 700 full-time staff (Fortune) JPMorgan's AI-Aided Cashflow Model Can Cut Manual Work by 90% (Bloomberg) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Perplexity Making Google a Paranoid Android with CEO Aravind Srinivas and Ann Bordetsky of NEA

Okay, Computer.

Play Episode Listen Later Mar 5, 2024 62:04

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA for the latest installment of our Funders x Founders series (27:30). They hit Aravind's background (29:00), reinventing search (33:00), what Perplexity is and how it works (38:30), taking share from Google (41:30), revenue sources they are focused on (56:30) and a vibe check on Silicon Valley (57:15). Articles Mentioned on this Podcast: Google vs. Google: The Internal Struggle Holding Back its AI (CNBC's TechCheck) Elon Musk Suing Open AI & Sam Altman Over Contract Breach (CNBC) Klarna froze hiring because of AI. Now it says its chatbot does the work of 700 full-time staff (Fortune) JPMorgan's AI-Aided Cashflow Model Can Cut Manual Work by 90% (Bloomberg) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Only high performers pass this kind of job interview | Tyler Cowen

Armstrong & Getty Extra Large Interviews

Play Episode Listen Later Feb 5, 2024 4:54

Here's what job interviewers are testing you for, according to economist Tyler Cowen. Economist Tyler Cowen argues that traditional interview methods are not effective in identifying the best candidates for a job, especially in creative roles. Candidates who are well-prepared often pass these interviews, but this only tests their preparation and not their abilities. To identify the best candidates, Cowen suggests that interviewers focus on being authentic and spontaneous in their interactions with candidates, instead of relying on pre-written questions. The interviewer should be trustworthy, Cowen argues, as it helps them to better evaluate the candidate's authenticity. Ultimately, allocating talent in better ways can contribute to economic growth, and a more thoughtful approach to interviews can help identify more talented individuals and elevate them to greater opportunities. About Tyler Cowen: Tyler is the Holbert L. Harris Chair of Economics at George Mason University and serves as chairman and general director of the Mercatus Center at George Mason University. He is co-author of the popular economics blog Marginal Revolution and co-founder of the online educational platform Marginal Revolution University. Tyler also writes a column for Bloomberg View, and he has contributed to The Wall Street Journal and Money. In 2011, Bloomberg Businessweek profiled Tyler as “America's Hottest Economist” after his e-book, The Great Stagnation, appeared twice on The New York Times e-book bestseller list. He graduated from George Mason University with a bachelor's degree in economics and earned a Ph.D. in economics from Harvard University. He also runs a podcast series called Conversations with Tyler. His latest book Talent: How to Identify Energizers, Creatives and Winners Around the World is co-authored with venture capitalist Daniel Gross. ------------------------------------------------------------------------ About Big Think | Smarter Faster™ ► Big Think The leading source of expert-driven, educational content. With thousands of videos, featuring experts ranging from Bill Clinton to Bill Nye, Big Think helps you get smarter, faster by exploring the big ideas and core skills that define knowledge in the 21st century. ► Big Think+ Make your business smarter, faster: https://bigthink.com/plus/ Get Smarter, Faster With Interviews From The Worlds Biggest Thinkers. Follow This Podcast And Turn On The Notifications Rate Us With 5 Stars Share This Episode --- Send in a voice message: https://podcasters.spotify.com/pod/show/bigthink/message Learn more about your ad choices. Visit megaphone.fm/adchoices

The Attacks Are Getting Worse, Not Better: Josh Rogin Talks To A&G

Play Episode Listen Later Jan 30, 2024 13:50 Transcription Available

Josh Rogin joined A&G to discuss how the attacks in the Middle East on our troops are only getting worse. The US needs to do something and do it now. Josh Rogin is a columnist for the Global Opinions section of the Washington Post and a political analyst with CNN. He is also the author of “Chaos under Heaven: Trump, Xi, and the Battle for the Twenty-First Century” Previously, he has covered foreign policy and national security for Bloomberg View, Newsweek, the Daily Beast, Foreign Policy magazine, Congressional Quarterly, Federal Computer Week magazine and Japan's Asahi Shimbun newspaper. Latest Articles from Josh Rogin: Biden's ‘catastrophic' cutoff of Palestinian aid is more than inhumane Yes, North Korea is preparing for war — in Ukraine and the Middle EastSee omnystudio.com/listener for privacy information.

battle japan chaos ukraine cnn middle east washington post attacks north korea palestinians newsweek xi foreign policy daily beast getting worse bloomberg view josh rogin congressional quarterly asahi shimbun

Don't hire the smartest job candidate | Tyler Cowen

Armstrong & Getty Extra Large Interviews

Play Episode Listen Later Jan 29, 2024 7:52

Economist Tyler Cowen explains why you should not hire the smartest job candidate. Here's what to look for instead. What do Aretha Franklin, Bruce Springsteen, Bob Dylan, and Stevie Ray Vaughan have in common? In addition to being phenomenal 20th-century musicians, all were scouted or had their careers furthered by the American record producer John Hammond. Finding talent is a talent in itself. And to the author and economics professor Tyler Cowen, it is a talent that gets neglected in many companies, whether due to biases, boring hiring practices, or a failure to think outside the box. As Cowen explains in this Big Think video, the way to go about finding exceptional talent is by searching the areas where the rest of the market is not looking. Chapters:- 0:00 The talent problem 0:58 John Hammond: A legendary talent scout 2:06 The intelligence bias 3:37 Discover undervalued talents 5:56 The FOMO mentality: Learning from venture capitalists ------------------------------------------------------------------------ About Tyler Cowen: Tyler is the Holbert L. Harris Chair of Economics at George Mason University and serves as chairman and general director of the Mercatus Center at George Mason University. He is co-author of the popular economics blog Marginal Revolution and co-founder of the online educational platform Marginal Revolution University. Tyler also writes a column for Bloomberg View, and he has contributed to The Wall Street Journal and Money. In 2011, Bloomberg Businessweek profiled Tyler as “America's Hottest Economist” after his e-book, The Great Stagnation, appeared twice on The New York Times e-book bestseller list. He graduated from George Mason University with a bachelor's degree in economics and earned a Ph.D. in economics from Harvard University. He also runs a podcast series called Conversations with Tyler. His latest book Talent: How to Identify Energizers, Creatives and Winners Around the World is co-authored with venture capitalist Daniel Gross. ----------------------------------------------------------------------- About Big Think | Smarter Faster™ ► Big Think The leading source of expert-driven, educational content. With thousands of videos, featuring experts ranging from Bill Clinton to Bill Nye, Big Think helps you get smarter, faster by exploring the big ideas and core skills that define knowledge in the 21st century. ► Big Think+ Make your business smarter, faster: https://bigthink.com/plus/ Get Smarter, Faster With Interviews From The Worlds Biggest Thinkers. Follow This Podcast And Turn On The Notifications Rate Us With 5 Stars Share This Episode --- Send in a voice message: https://podcasters.spotify.com/pod/show/bigthink/message Learn more about your ad choices. Visit megaphone.fm/adchoices

The Pro Palestinian Chinese Government: Josh Rogin Talks To A&G

Play Episode Listen Later Jan 9, 2024 9:47 Transcription Available

Josh Rogin joined A&G to discuss how the Chinese government is pro Palestine and how they share a lot of the same values. Josh Rogin is a columnist for the Global Opinions section of the Washington Post and a political analyst with CNN. He is also the author of “Chaos under Heaven: Trump, Xi, and the Battle for the Twenty-First Century” Previously, he has covered foreign policy and national security for Bloomberg View, Newsweek, the Daily Beast, Foreign Policy magazine, Congressional Quarterly, Federal Computer Week magazine and Japan's Asahi Shimbun newspaper. You can read Josh Rogin's latest article hereSee omnystudio.com/listener for privacy information.

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Michael Lewis: Why He 'Wouldn't Bet Against Bitcoin,' SBF's Rise & Fall and Fixing Our Financial System

Coin Stories

Play Episode Listen Later Dec 7, 2023 68:58 Very Popular

Michael Lewis is a financial journalist and author of the new book, "Going Infinite: The Rise and Fall of a New Tycoon," about the rise and fall of Sam Bankman-Fried and the collapse of FTX. His previous works include "The Big Short," "Liar's Poker," "The Blind Side," and "Moneyball." Lewis is also a columnist for Bloomberg View and a contributing writer to Audible. He holds a Bachelor's Degree in Art History from Princeton and a Master's Degree in Economics from the London School of Economics. -- "Going Infinite: The Rise and Fall of a New Tycoon" https://a.co/d/cRrtLui -- Promotional Links -- Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at https://b.tc/conference CrowdHealth offers the Bitcoin community alternative to health insurance. I now spend just ~$100 a month on my health care. Sign up: https://www.joincrowdhealth.com/natalie Coinkite is your go-to tech company for top-notch Bitcoin custody solutions, including the cold card wallet. Get 5% off using my link: https://store.coinkite.com/promo/COINSTORIES Buy vaulted gold, silver, and platinum in seconds with OneGold: https://onegold.me/3s6cGg4. Use code COINSTORIESAU for gold and COINSTORIESAG for silver. The Orange Pill App is building the social layer for Bitcoin:https://signup.theorangepillapp.com/opa/natbrunell The Bitcoin book you need to effectively orange pill your friends and family, Bitcoin Evangelism by Brian De Mint: https://amzn.to/3GkvStO If you're looking for the highest-quality sustainable pork, steak and seafood products, look no further than Campo Grande. For $20 off use code HODL: https://eatcampogrande.com/HODL -- This podcast is for educational purposes and should not be construed as official investment advice. -- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

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Dr. Sabine Stanley: What's Hidden Inside Planets?

Feisty Side of Fifty

Play Episode Listen Later Nov 21, 2023 16:00

As we boomers know, one of the best ways to ensure a long, healthy life is to keep our brains active by learning new and interesting information. And that's where today's guest today can really inspire us! Dr. Sabine Stanleyis a Bloomberg Distinguished Professor of Planetary Physics at Johns Hopkins University. Dr. Stanley focuses on observing magnetic fields and other geophysical elements as a way of studying the interiors of planets, moons, asteroids, and exoplanets. She's a participating scientist on the NASA Mars InSight mission and her work has been cited in numerous renowned publications including National Geographic Magazine, Bloomberg View, and the Washington Post. Dr. Stanley has written a newly released book entitled, What's Hidden Inside Planets?This comprehensive resource is filled with fascinating facts about the mysteries of the earth we inhabit as well as those to be found in our planetary neighbors. If you have a curious mind, you'll want to be sure to hear all about this expert's guide to unlocking some of the more baffling mysteries of our universe!

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Biden And Xi Meet: Josh Rogin Talks To A&G

Armstrong & Getty Extra Large Interviews

Play Episode Listen Later Nov 16, 2023 13:15 Transcription Available

Josh Rogin talked A&G to discuss the recent meeting between Biden and Xi at APEC in San Francisco and how we are basically in China's back pocket. Josh Rogin is a columnist for the Global Opinions section of the Washington Post and a political analyst with CNN. He is also the author of “Chaos under Heaven: Trump, Xi, and the Battle for the Twenty-First Century” Previously, he has covered foreign policy and national security for Bloomberg View, Newsweek, the Daily Beast, Foreign Policy magazine, Congressional Quarterly, Federal Computer Week magazine and Japan's Asahi Shimbun newspaper. You can read Josh Rogin's latest article hereSee omnystudio.com/listener for privacy information.

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'What's Hidden Inside Planets?' | Dr. Sabine Stanley - Planetary Scientist | People of Science

Today In Space

Play Episode Listen Later Nov 16, 2023 58:01

You may be familiar with some recent news about far-flung interstellar locations, like the Psyche Mission, Mars InSight Mission, and the Juno Mission to Jupiter. Award-winning planetary scientist Dr. Sabine Stanley has been involved in some of these missions and is the author of the new book from Johns Hopkins Press, What's Hidden Inside Planets? Thanks to Dr. Sabine and her team, our listeners can use promo code HPLAN for 30% off What's Hidden Inside Planets? when you order from Hopkins Press at press.jhu.edu. Link: https://www.press.jhu.edu/books/title/12879/whats-hidden-inside-planets?utm_source=radio_tour&utm_medium=podcast_radio_promo&utm_campaign=f23_stanley_hplan We were lucky enough to have Sabine on the podcast to share all about it for this episode of People of Science. She also shares her non-traditional STEM Origin story that starts in a small mining town in the middle of an impact crater! Available NOW on Spotify, Apple podcasts, Amazon Music, and Youtube! Please like, share, and subscribe! More topics from this episode: How her interest in planetary interiors began. Some of the forces at work inside planets, and how they affect the surface and why to truly understand a planet on the outside, we must know what's happening on the inside. Some of the forces at work inside planets, and how they affect the surface and why to truly understand a planet on the outside, we must know what's happening on the inside. What the future holds for planetary exploration and if there are planets yet to be discovered. What this planetary scientist thinks of Pluto, whether its a planet and the surprise of how YOUNG the King of the Kuiper Belt is after the New Horizons flyby Thoughts on Psyche, James Webb Telescope, OSIRIS-REx and more! Let us know what you think about this episode in the comments! We'd love to know your thoughts and questions! Email us at todayinspacepodcast@gmail.com SOURCES: https://sabinestanley.com/aboutme/ https://sabinestanley.com/research/ Sabine Stanley, PhD, is a Bloomberg Distinguished Professor of Planetary Physics at Johns Hopkins University focusing on magnetic fields and other geophysical elements as a means of studying the interiors of planets, moons, asteroids, and exoplanets. She is a 2011 Alfred P. Sloan Research Fellow and received the William Gilbert Award of the American Geophysical Union in 2010. She's a participating scientist on the NASA Mars InSight mission investigating Mars's ancient magnetic field and leads the Magnetism & Planetary Interiors (MagPi) research group at Johns Hopkins. Her work has been featured in National Geographic Magazine, Bloomberg View, CBC Radio's Quirks and Quarks, and the Washington Post. She will be featured in the Summer 2024 BBC series “The Planets II,” and is the creator of The Great Courses lecture series “A Field Guide to the Planets.” -------------------------- Here's to building a fantastic future - and continued progress in Space (and humanity)! Spread Love, Spread Science Alex G. Orphanos We'd like to thank our sponsors: AG3D Printing Follow us: @todayinspacepod on Instagram/Twitter @todayinspace on TikTok /TodayInSpacePodcast on Facebook Support the podcast: Get our 3D printed Starship Pen in our Etsy Shop Ag3dprinting.Etsy.com Buy a 3D printed gift from our shop - ag3dprinting.etsy.com Get a free quote on your next 3D printing project at ag3d-printing.com Donate at todayinspace.net #space #rocket #podcast #people #spacex #moon #science #3dprinting #nasa #tothemoon #spacetravel #spaceexploration #solarsystem #spacecraft #technology #carlsagan #aerospace #spacetechnology #engineer #alien #stem #listenable #iss #alienlife #astronomy #astrophysics #planetaryexploration #jameswebbspacetelescope #womeninspace #womeninstem #artandscience #globalfoundries #podcast #spacepodcast #sciencepodcast #spaceforce #geology #planetaryscience #planetaryscientist Timestamps 00:00 Planetary science and the challenges of exploring deep into the Earth's interior 01:49 Planetary science origin stories and mentorship. 04:52 Mentors, college experience, and planetary science research. 10:43 Planetary science and the study of magnetic fields. 14:08 Planetary formation and classification. 17:23 Exoplanet exploration and potential for life detection. 23:47 Space missions to metal asteroid Psyche and asteroid Bennu. 27:10 Space exploration and the analysis of asteroids. 33:54 Meteorites, impact craters, and geology. 37:32 Gravity, mass, and time in planetary science. 41:27 Moon formation, Pluto's status, and New Horizons mission. 47:39 Scientists' reluctance to admit uncertainty. 51:10 Space exploration and scientific growth.

Danielle DiMartino Booth: Data Revision Exposes Fragile State of the Economy

The Comedy Cellar: Live from the Table

Play Episode Listen Later Oct 27, 2023 31:19

Tom welcomes Danielle Booth back to the show to once again discuss the Fed and the state of the economy. Danielle explains why Powell needs to maintain "illusion or narrative" of higher interest rates for longer. This is crucial for households, commercial real estate developers, and corporations who have taken out loans and mortgages at lower rates. While a potential decrease of up to 100 basis points (5% to 4%) is possible by January, it is unlikely. Currently, rates are much higher and will have an impact on entities that are cashflow constrained. Danielle also discusses the various indicators to gauge the state of the economy, such as layoffs, disposable personal income, and stimulus checks. She noted that the Bureau of Labor Statistics has two surveys, one of which creates the unemployment rate and the other creates non-farm payrolls. It is important to consider both surveys to accurately assess the economy. Danielle also talks about the impact of the pandemic on the economy, with job losses, bankruptcies, and a potential recession looming. She mentioned the challenges faced by the repossession industry due to a lack of employees, and the pressure on Federal Reserve Chairman Jay Powell to prevent a market crash. Lastly, she also advised keeping an eye on bank reserves and understanding how companies are preparing for the end of the year with cost-cutting and potential layoffs. Overall, the economy is facing a potential stagflation as households struggle to keep up with inflation and debt obligations. Time Stamp References:0:00 - Introduction0:36 - Higher For Longer2:34 - Debt Loads & Cash Flow5:00 - Recession Indications6:50 - Non-Farm Payroll12:03 - Wage Price Spiral?13:34 - Inflation Outlook15:48 - Freight Economic Costs17:25 - Sub-Prime Auto Loans20:20 - Powell & Election Year23:10 - Liquidity + Correction25:46 - Gov't Spending & Labor28:14 - End Of Year Outlook29:44 - Wrap Up Talking Points From This Episode Why rates are having a major impact on households, commercial real estate developers, and corporations who have taken out mortgages and loans. Why it's important to consider both jobless claims and payroll reports. Examine your portfolios and have cash on hand to watch what comes to pass for the end of the year. Guest Links:Twitter: https://twitter.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventi...

Philip Bump Debrief with Michael Moynihan, Mike Pesca and Eli Lake

Play Episode Listen Later Sep 8, 2023 86:49

Noam Dworman and Dan Naturman have a round table to discuss the episode with Philip Bump that went viral. Eli Lake is a journalist and the former senior national security correspondent for The Daily Beast and Newsweek. Currently, he is a columnist for the Bloomberg View. He has, among others, contributed to CNN, Fox, C-SPAN and Charlie Rose. Created and hosted by Mike Pesca, The Gist is the longest running daily news podcast in history, consistently ranked in Apple's Top 20 Daily News charts. In addition to guest hosting NPR Programs, he has frequently appeared on MSNBC, CNN, and The PBS Newshour, and written for The Washington Post, The Guardian, GQ, and more. Michael Moynihan is a journalist, former National Correspondent for Vice News and co-host of The Fifth Column podcast. He was the cultural news editor for The Daily Beast/Newsweek, and the managing editor of Vice magazine.

Philip Bump Debrief with Michael Moynihan, Mike Pesca and Eli Lake

The Comedy Cellar: Live from the Table

Play Episode Listen Later Sep 8, 2023 86:49

Noam Dworman and Dan Naturman have a round table to discuss the episode with Philip Bump that went viral. Eli Lake is a journalist and the former senior national security correspondent for The Daily Beast and Newsweek. Currently, he is a columnist for the Bloomberg View. He has, among others, contributed to CNN, Fox, C-SPAN and Charlie Rose. Created and hosted by Mike Pesca, The Gist is the longest running daily news podcast in history, consistently ranked in Apple's Top 20 Daily News charts. In addition to guest hosting NPR Programs, he has frequently appeared on MSNBC, CNN, and The PBS Newshour, and written for The Washington Post, The Guardian, GQ, and more. Michael Moynihan is a journalist, former National Correspondent for Vice News and co-host of The Fifth Column podcast. He was the cultural news editor for The Daily Beast/Newsweek, and the managing editor of Vice magazine.

Danielle DiMartino Booth: A Steady Controlled Demolition of U.S. Credit Markets

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jun 28, 2023 29:14

Tom Bodrovics welcomes back Danielle DiMartino Booth to discuss the looming problems of the US credit markets. Booth notes that the US is in the midst of a controlled demolition, and that the deliberate nature of Powell's higher for longer rate hike schedule is having a negative effect in the form of bankruptcies. Despite this, there has not been a major financial meltdown due to the amount of credit card spending and the amount of fiscal stimulus from the pandemic. Booth discussed the tightening of banking standards and lending standards, which she noted have been imposed by credit unions and regional banks. She noted that as long as Jay Powell succeeds in maintaining a higher for longer stance on monetary policy, there will be a continued bleed into the money market fund industry. She discussed the magnitude of fiscal relief and fiscal stimulus that is still being pumped into the economy, and how this is helping the Fed to regain some of their credibility. Danielle also discussed student loan forbearance, which was part of the debt ceiling law and explained that there was little room for an extension. She then discussed commercial real estate, noting that demand had declined and companies and businesses were turning in their keys. DiMartino Booth then discussed the goal of Federal Reserve Chairman Jay Powell, which is to raise interest rates and rewrite modern monetary policy history. To do this, he must get rid of the zero bound, stop at two percent, get rid of quantitative easing, and get out of the credit easing business. Finally, DiMartino Booth discussed the global implications of the US keeping their rates higher for longer. She also notes that major fiscal relief should not be expected until the second quarter of 2025 at the earliest. Time Stamp References:0:00 - Introduction0:52 - Fed Pauses & Bankruptcies2:27 - Stimulus & Credit4:46 - Consumer Debt & Spending7:02 - Lending Tightening8:27 - Powell Approach10:23 - Soft Landing & Jobs14:12 - Impacts & Stimulus16:08 - Student Loans18:17 - Commercial Real Estate19:44 - Easing & Timelines22:05 - Monetary History26:41 - U.S. & C.B. Stress28:22 - Wrap Up Talking Points: The US is in the midst of a controlled demolition, with the deliberate nature of Powell's higher for longer rate hike schedule having a negative effect in the form of bankruptcies.Federal Reserve Chairman Jay Powell is aiming to raise interest rates and rewrite modern monetary policy history.The US dictates global monetary policy, and domestically major fiscal relief should not be expected until the second quarter of 2025 at the earliest. Guest Links:Twitter: https://twitter.com/DiMartinoBoothSubstack: https://dimartinobooth.substack.com/Website: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News,

Optimism, AI (and the end of homework!) - with Tyler Cowen

Post Corona

Play Episode Listen Later May 30, 2023 62:46

Today's guest is surprisingly upbeat about the world. A big factor in his optimism is the revolution in artificial intelligence that we're about to live through. Tyler Cowen is an economics professor at George Mason University and he's the faculty director of the Mercatus Center. He is the coauthor – with Alex Tabarock – of the economics blog Marginal Revolution (the #1 economics blog in the world) and the co-founder of Marginal Revolution University. He is the host of the top-rated podcast “Conversations with Tyler”. Cowen's latest book is Talent: How to Identify Energizers, Creatives, and Winners Around the World. Before that he penned The Great Stagnation, and also The Complacent Class. About a decade ago he wrote Average is Over, which was somewhat prescient about this period we are heading into with AI. He also published a book called Big Business: A love letter to an American anti-hero. Tyler writes a column for Bloomberg View; he has contributed to The New York Times and The Wall Street Journal. His academic research has been published in the American Economic Review and the Journal of Political Economy. Items discussed in this episode: Marginal Revolution University -- mru.org Marginal Revolution blog -- marginalrevolution.com Tyler Cowen's books -- https://www.barnesandnoble.com/w/talent-tyler-cowen/1138462103

1995 FBF: CW 394: Educating Elites with William D. Cohan Columnist for Bloomberg & Vanity Fair - Author of ‘House of Cards' & ‘The Last Tycoon'

Play Episode Listen Later May 5, 2023 34:47

Today's Flashback Friday is from episode 394, published last August 1, 2014. William D. Cohan is a columnist for Bloomberg View and Vanity Fair and author of the new book, "The Price of Silence: The Duke Lacrosse Scandal, the Power of the Elite, and the Corruption of Our Great Universities." He previously authored, "The Last Tycoons: The Secret History of Lazard Frères & Co." and "House of Cards: A Tale of Hubris and Wretched Excess on Wall Street." Cohan characterizes the state of the American university system and talks about the elitist bad-boy attitude that plagues many campuses across the nation. So many people who fit the stereotype he describes end up on Wall Street. William D. Cohan is the New York Times bestselling author of three non-fiction narratives about Wall Street: Money and Power: How Goldman Sachs Came to Rule the World; House of Cards: A Tale of Hubris and Wretched Excess on Wall Street; and The Last Tycoons: The Secret History of Lazard Freres & Co., which won the 2007 FT/Goldman Sachs Business Book of the Year Award. He is a contributing editor at Vanity Fair and writes a weekly column for Bloomberg View. Mr. Cohan also writes for the Financial Times, Bloomberg Business Week, The Atlantic, Art News, the Irish Times, the Washington Post and the New York Times Magazine. He appears regularly on MSNBC, Bloomberg TV, CNN, Current TV, and the BBC. He has also been a guest on the Charlie Rose Show and the News Hour. Over the course of 17 years Mr. Cohan was a senior Wall Street Mergers & Acquisitions investment banker at Lazard Freres & Co., Merrill Lynch and JPMorgan Chase. He is a graduate of Duke University, Columbia University School of Journalism, and the Columbia Graduate School of Business. Read William D. Cohan's work on Bloomberg View at www.bloombergview.com. Visit his work on Vanity Fair at www.vanityfair.com. Key Takeaways: 1:19 William D. Cohan's background and introduction 3:29 The elitist attitude on college campuses 5:53 The college admissions process 10:38 The value of a liberal arts education 14:12 The changing job market and the need for a broader education 18:14 The role of universities in preparing students for the workforce 21:10 The connection between elite colleges and Wall Street 25:18 The importance of character in business 27:54 The impact of technology on the workforce and higher education 30:16 The future of higher education and the role of technology Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

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TDI Podcast: Booth on Resiliency (#810)

What the Hell Is Going On

Play Episode Listen Later Apr 2, 2023 48:33

Rate direction – bets are for cuts later this year! Ending the quarter on a more positive note - market happy nothing else is breaking. Nailing 1st place in the Chili Cook off - secret ingredient. This week's guest - Danielle DiMartino Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CS), (BAC), (SPY), (GLD)

WTH is Going On with the Lab Leak Cover Up? Josh Rogin on Why We Must Get to the Bottom of the Origin of COVID

Play Episode Listen Later Mar 8, 2023 53:01

More than three years later, we are still investigating the origins of the deadliest pandemic in recent history. The DOE and FBI have given credence to the explanation that the virus originated in a Chinese government lab in Wuhan – so why don't lab leak theorists feel vindicated? Because, as our guest alleges, this is just the beginning. China owes the US reparations; Biden owes the American people a focused investigation and explanation; Dr. Tony Fauci and Francis Collins owe more than an apology for their scandalous cover-up. This is a democracy, and the truth will come out eventually – but a deeper truth has already seen the light: our public health institutions have been corrupted, as has our media. Josh Rogin is a columnist for the Washington Post and a political analyst with CNN. He is also the author of Chaos Under Heaven: Trump, Xi, and the Battle for the Twenty-First Century. Previously, Josh covered foreign policy and national security for Bloomberg View, Newsweek, The Daily Beast, Foreign Policy magazine, Congressional Quarterly, Federal Computer Week magazine, and Japan's Asahi Shimbun.Download the transcript here.

Danielle DiMartino Booth: Special Fed Minutes Review – The Credit Cycle Has Come Unglued

Saving Elephants | Millennials defending & expressing conservative values

Play Episode Listen Later Feb 23, 2023 21:19

Tom welcomes back Danielle DiMartino Booth, she is CEO and Chief Strategist for Quill Intelligence, a research and analytics firm. Danielle has a new offering on the Substack she recently started. Tom and Danielle discuss the recently released Fed Minutes and the potential implications for the US economy. DiMartino Booth stated that the minutes were massaged in order to correct any market misperceptions that the Fed was going to pause its tight monetary policy. She also points out that jobs were not mentioned in the minutes, even though bankruptcies and job losses are on the rise, and that consumer credit card debt had jumped to an all-time high. DiMartino Booth argues that the Fed was trying to hide behind specious inflation and jobs data in order to keep up its tight policy stance, and she notes that income tax refunds were down 14% year-over-year. They also discussed the debt limit issue, which DiMartino Booth describes as kabuki theater, but argued that it should still be a topic of discussion in order to address entitlement spending. Lastly, DiMartino Booth discusses the recent nomination of Austin Goolsbee to the Chicago Fed and the White House's subsequent appointment of two more candidates after the leaked voting result against Goolsbee. This, she argued, was a victory for the hawks on the Fed and a loss for the White House. She also highlighted the recalculation of CPI, which she believes will help the Fed when it eventually eases its policy. Danielle discusse the Fed's minutes from the last meeting which just came out. What is interesting is what is missing from the notes, namely labor and disinflation. Time Stamp References:0:00 - Introduction0:42 - Minutes Review2:16 - Labor, Debt & Bankruptcies7:23 - Monetary Policy Lag10:30 - Financial Conditions?12:04 - Debt Limit Theatrics?15:26 - Feds Path Forward18:50 - CPI Adjustments20:16 - Wrap Up Talking Points From This Episode Review of the Fed's minutes from their last meeting and what was missing.Fed acknowledging the lag time of policy decisions to effect and seasonal CPI adjustments.U.S. debt ceiling limits and why it's entirely theater. Guest Links:Substack: https://dimartinobooth.substack.com/Twitter: https://twitter.com/DiMartinoBoothWebsite: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette,

124 – The Unpopulists and the New Right with Shikha Dalmia

Play Episode Listen Later Feb 7, 2023 96:45

Populism is on the rise today—or so we're told. But what is populism? Is it something to be feared or should it only be concerning to those dastardly elites? Is populism a political movement of the Left or the Right? Is it only a phenomenon of the politics of today, or has populism existed in some form throughout our nation's history? Does populism protect the individual from powerful interests or endanger our liberties? How does populism fit into the conservative tradition? Josh is joined by Shikha Dalmia of the Mercatus Center at George Mason University to delve into these very questions. While the first half of this atypically long episode explores populism, the latter end of the conversation covers the various factions of the New Right. Factions Shikha has dubbed the Flight 93ers, the Integralists, the National Conservatives, and the Red-Pilled Anarcho Bros. While traditional conservatives can find some value in all four groups, ultimately they represent a departure from the conservative view. About Shikha Dalmia From Shikha's bio at the Mercatus Center: Shikha Dalmia is a visiting fellow with the Mercatus Center's Program on Pluralism and Civil Exchange whose work focuses on populist authoritarianism. Previously, Dalmia was a writer at Reason Magazine and a senior analyst at Reason Foundation, a nonprofit think tank. She is a columnist at The Week, and writes regularly for Bloomberg View, The New York Times, USA Today, and numerous other publications. From 1996-2004, Dalmia was an editorial writer at Detroit News. Dalmia has an M.A. in Mass Communication from Louisiana State University and a B.S. in Chemistry and Biology from the University of Delhi. You can subscribe to Dalmia's substack, The UnPopulist, dedicated to defending open liberal societies from populist authoritarian attacks. And can follow Shikha on Twitter @shikhadalmia

Danielle DiMartino Booth: Special Fed Meeting Review – Could the Fed be Missing the Mark?

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Play Episode Listen Later Dec 14, 2022 19:09

Tom welcomes back Danielle DiMartino Booth, she is CEO and Chief Strategist for Quill Intelligence, a research and analytics firm. Danielle DiMartino Booth provides a comprehensive overview of the Fed's balance sheet reduction policy, implications of this policy, and changes to the voting committee. She believes that the current mortgage rates are too high, making it difficult for the Fed to hit their target of rolling off $35 billion of mortgage-backed securities each month. This has resulted in losses of $1.25 trillion over the first three quarters of the year. Tom suggests that the Fed should do a study of how inflation got so high. Danielle counters that the Fed has some pretty good ideas. She also mentions that the job openings data has been disproved by academics and that a large portion of job postings are for poaching successful employees. Danielle expects Powell to be patient until the effects show up in the fiancial market. Lastly, she notes the upcoming rotation of the voting committee which is shifting in a dovish direction but Powell has veto power to push back against dissenters. Time Stamp References:0:00 - Introduction0:43 - Fed News & Damage6:28 - Job Opening Data8:40 - BOE Intervention & Fed10:35 - Mortgage Rates & MBS12:05 - Fed Security Losses13:08 - Inflationary Causes?15:04 - Fed Doves Are Flocking16:45 - Powell's Powers & FOMC18:17 - Wrap Up Talking Points From This Episode The job openings data is being used by Chair Powell to justify his decisions, even though it is not reliable.The Fed's balance sheet reduction policy and its potential implications are discussed, as well as the upcoming changes to the voting committee.Why the Fed should investigate how inflation got so high. Guest Links:Twitter: https://twitter.com/DiMartinoBoothWebsite: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette, where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

Geopolitical Threats, Politics, Elon Musk/Twitter, and Antisemitism (ft. journalist Eli Lake)

FUTUREPROOF.

Play Episode Listen Later Nov 29, 2022 35:16

It's critical to get out of our echo chambers, but if you look at the state of the US these days, sometimes I feel like I'm alone in that opinion. One of the things Jeremy's long believed is that to be better a forecaster of what's to come, you need to seek out divergent perspectives. One of those perspectives Jeremy often disagrees with and yet still respects is Eli Lake. He's a noted former senior national security correspondent for The Daily Beast and Newsweek, former columnist for the Bloomberg View, and now the host of The Re-Education with Eli Lake.We wanted to speak to Eli given the US midterm elections, again, given that I know he feels pretty differently than me when it comes to politics, to hear a different take on where we're heading. We also discuss Kanye, antisemitism, Israel, Elon Musk and the future of Twitter, and what geopolitical threats loom large over our future. It's rare to find someone who can speak in an informed manner on such a wide array of topics.As always, we welcome your feedback. Please make sure to subscribe, rate, and review on Apple Podcasts, Spotify, Stitcher, and Google Play - and make sure to follow us on Facebook and LinkedIn!

Danielle DiMartino Booth: A Wave of Junk Debt Could Force the Fed to Pivot

Play Episode Listen Later Nov 19, 2022 45:49

Tom welcomes back Danielle DiMartino Booth, she is CEO and Chief Strategist for Quill Intelligence, a research and analytics firm. Danielle discusses the amount of work that goes into every press release the Fed puts out. They have a hypersensitivity to how and what they place in these releases. Powell has a largely thankless job, and the question is are they relying on lagging information. Danielle recently nicknamed Jerome Powell "make my day Jay" when he was told the markets were up during a press conference. We're seeing larger moves in housing than was expected. Home prices are falling in half of the U.S. while some regions see prices still increasing as some people see it as an opportunity. Amazon needs to match consumer demand, and we see them laying off people as demand declines. We're now seeing surplus inventory in the supply chains that no one is buying. Powell's pain point will come when something critical breaks in the credit markets. A yield curve inversion signalled that credit would be tightening. However, now the way to interpret it is in terms of banks extending credit. If banks can't see profit in lending, they won't lend, and then the economy will slow. Lastly, Danielle discusses the recent FTX crypto exchange collapse and the concept of Central Bank Digital Currencies. Tom notes that the Ontario Teachers Pension had 90+ million invested in FTX. This is not the place you expect to find your pension plan investing diligently. Time Stamp References:0:00 - Introduction0:38 - Fed & Press Releases2:28 - Powell Nickname5:13 - Carvana & Auto Sales7:59 - Housing & CPI Metrics13:22 - Wage Price Spiral19:07 - CPI & PPI Numbers23:05 - Fed Politics & Recessions27:40 - Powell & Credit Markets33:20 - Fed Data & Actions35:33 - U.S. & U.K. Pension Systems38:12 - Crypto & Regulators40:05 - CBDCs & Governments44:55 - Wrap Up Talking Points From This Episode The Fed's micromanaging approach to press releases.The Recent Fed press statement and Jerome's responding aggressively to being told markets we're up.The housing markets and excess supply in goods that no one is buying.The problems with pensions and the crypto markets. Guest Links:Twitter: https://twitter.com/DiMartinoBoothWebsite: https://quillintelligence.com/YouTube: https://www.youtube.com/c/DanielleDiMartinoBoothQI Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered, with the goal of not only guiding portfolio managers but promoting financial literacy. To build QI, she brought together a core team of investing veterans in analyzing the trends and providing critical analysis of what drives the markets. Since its inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics, and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Before Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas, serving as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette,

#031 Danielle DiMartino Booth On Recession, Housing, And Killing The Fed Put

The Julia La Roche Show

Play Episode Listen Later Nov 16, 2022 40:31

Danielle DiMartino Booth, the CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm, joins Julia La Roche on episode 31. DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. Since inception, commentary and data from DiMartino Booth's The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. (Also, here are the links to Danielle's 2007 papers at the Dallas Fed, The Rise And Fall Of Subprime Mortgages: https://www.dallasfed.org/~/media/documents/research/eclett/2007/el0711.pdf, and From Complacency To Crisis: Financial Risk Taking in the early 21st Century https://www.dallasfed.org/~/media/documents/research/eclett/2007/el0712.pdf) 0:00 Intro 0:42 At a critical juncture 1:38 We're in a global recession right now 2:50 A much different construct in this layoff cycle 4:17 A white-collar recession 5:45 How a white-collar wave of layoffs impacts the economy 6:37 Quiet quitting is un-American 8:32 Can the Fed engineer a soft landing? 10:40 Few are accustomed to the type of Fed we have now 12:05 Maybe Jay Powell wants to kill the Fed put 15:20 Jay Powell wants to establish a better legacy 16:47 Not enough at the Fed has changed 18:12 If the Fed succeeds, Main Street will be the real winner 22:22 There will be air come out of this housing bubble 25:08 Investors exacerbating this housing cycle 27:13 Fed policies fed speculation in housing 28:18 The risk lives in the credit market 30:50 Watching continuous jobless claims 32:00 Are we set up for an even worse recession? 33:00 Biggest risk 35:19 Millennials, Gen Z will have to deal with a different reality 37:17 Time for Millennials to rise

TDI Podcast: Danielle DiMartino Booth (#786)

Flow Research Collective Radio

Play Episode Listen Later Oct 16, 2022 50:28

In the episode, breaking the Fed Put is something we consider. Unchecked, unlimited power has us thinking that something needs to change. But, policy paralysis continues. The FrankeFed experiment and a look inside what actually goes in within the walls of the Federal Reserve with our guest, Danielle DiMartino Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BAC), (GS), (WFC), (JPM)

Tyler Cowen on Identifying Talent and Self-Improvement

The Daily Stoic

Play Episode Listen Later Sep 3, 2022 67:56 Very Popular

Ryan talks to economist and author Tyler Cowen about his new book Talent: How to Identify Energizers, Creatives, and Winners Around the World, the slow journey that is self-improvement, how to identify talent and build a great team, and more.Tyler Cowen is the author of several bestselling books and is widely published in academic journals and the popular media. Tyler's latest book is Talent: How to Identify Energizers, Creatives, and Winners Around the World. He writes a column for Bloomberg View; has contributed extensively to national publications such as the New York Times, Wall Street Journal and Money; and serves on the advisory boards of both Wilson Quarterly and American Interest. Tyler is also the host of the podcast Conversations with Tyler.✉️ Sign up for the Daily Stoic email: https://dailystoic.com/dailyemail

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Average Is Over: Transcend Stagnation & Empower Economic Growth with Tyler Cowen

Play Episode Listen Later Aug 8, 2022 54:57 Very Popular

TODAY´S EPISODE IS BROUGHT TO YOU BY THE FLOW RESEARCH COLLECTIVE Are you an entrepreneur, a leader, or a knowledge worker, who wants to harness the power of flow so you can get more done in less time with greater ease and accomplish your boldest professional goals faster? If you´ve answered this question with “hell yes” then our peak-performance training Zero to Dangerous may be a good fit for you. If this sounds of interest to you all you need to do is click here right now, pop in your application and one of our team members will be in touch with you very soon. ABOUT THE GUEST: Tyler Cowen is Holbert L. Harris Chair of Economics at George Mason University and serves as chairman and faculty director of the Mercatus Center at George Mason University. With colleague Alex Tabarrok, Cowen is coauthor of the popular economics blog Marginal Revolution and cofounder of the online educational platform Marginal Revolution A dedicated writer and communicator of economic ideas, Cowen is the author of several bestselling books and is widely published in academic journals and the popular media. His latest book is Talent: How to Identify Energizers, Creatives, and Winners Around the World and he is a columnist with Bloomberg View. Cowen is also the host of Conversations with Tyler, a popular podcast series featuring today's most underrated thinkers in wide-ranging explorations of their work, the world, and everything in between. Cowen graduated from George Mason University with a BS in economics and received his PhD in economics from Harvard University. ABOUT THE EPISODE: In this episode, you will learn about: Intro (0:00) Impact of Self Motivation In Young People (2:21) Getting Better At Knowing How To Get Better (3:48) Stagnation In Healthcare, Housing, & Education (5:49) Nuclear Energy (15:14) The State of The Economy (17:20) Initiatives That Would Progress The U.S (20:51) The Mental State of America (24:35) What Tyler's Day Looks Like (29:38) Tech Progress (33:52) Smart People Should Build Things (38:52) Worker Mental Health Crisis (40:30) How To Effectively Mobilize Talent (41:59) Old People Getting Younger Mentors (44:26) Research Genie Question (46:15) How To Improve Discovered Talent (47:24) RESOURCES Website: http://www.marginalrevolution.com/ Twitter: https://twitter.com/tylercowen LinkedIn: https://www.linkedin.com/in/tyler-cowen-166718/ ‍ STEVEN KOTLER is a New York Times bestselling author, award-winning journalist, and Founder and Executive Director of the Flow Research Collective. He is one of the world's leading experts on human performance. His books include The Art of Impossible, Stealing Fire, and The Rise of Superman. His work has been translated into over 40 languages and appeared in over 100 publications, including the New York Times Magazine, Wall Street Journal, TIME, Wired, Atlantic Monthly, The Harvard Business Review and Forbes.

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TDI Podcast: Policy Mistake @100% (#772)

Tests and the Rest: College Admissions Industry Podcast

Play Episode Listen Later Jun 26, 2022 56:17 Very Popular

Finally, an up week for markets – but still squirrelly. Oil Down, commodities down, VIX hanging under 30. Gas tax holiday announced and other bad ideas coming your way Guest, Fed Insider Danielle Dimartimo Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (FDX), (LEN), (KBH, (CROX), (CCL), (NCL), (RCL)

342. WHY COLLEGE READINESS MATTERS

Play Episode Listen Later Jun 3, 2022 26:12

Considering how much attention is focused on getting into college, you'd think people would be equally concerned with getting out of college… with a degree, of course. Sadly, the shockingly low six-year graduation rate suggests otherwise. Amy and Mike invited author and researcher Michael Petrilli to explore why college readiness matters. What are five things you will learn in this episode? What exactly does college readiness mean? How can college readiness best be measured? What is the risk for college students who don't meet readiness benchmarks? How can we best address lagging college readiness? How early in K-12 education should college readiness be addressed? MEET OUR GUEST Mike Petrilli is president of the Thomas B. Fordham Institute, research fellow at Stanford University's Hoover Institution, executive editor of Education Next, and a Distinguished Senior Fellow for Education Commission of the States. An award-winning writer, he is the author of The Diverse Schools Dilemma, editor of Education for Upward Mobility, and co-editor of How to Educate an American. Follow Mike has published opinion pieces in the New York Times, Washington Post, Wall Street Journal, Bloomberg View, and Slate, and appears frequently on television and radio. Petrilli helped to create the U.S. Department of Education's Office of Innovation and Improvement, the Policy Innovators in Education Network, and, long, long ago, Young Education Professionals. He serves on the advisory boards of the Association of American Educators, MDRC, and the National Association of Charter School Authorizers. He lives with his family in Bethesda, Maryland. Mike previously appeared on this podcast in episode 180 to discuss The Heightened Need For Testing In 2021. Find Mike at https://fordhaminstitute.org or in Twitter @MichaelPetrilli. LINKS College Readiness Benchmarks Using the National Assessment of Educational Progress as an Indicator for College and Career Preparedness The college readiness battle is won or lost in elementary school We all agree that college isn't for everyone. We should start acting like it American Diploma Project RELATED EPISODES DON'T SHOOT THE MESSENGER: WHAT TESTING TELLS US TRACKING COLLEGE AND CAREER READINESS WHERE MODERN EDUCATION FAILS ABOUT THIS PODCAST Tests and the Rest is THE college admissions industry podcast. Explore all of our episodes on the show page. ABOUT YOUR HOSTS Mike Bergin is the president of Chariot Learning and founder of TestBright. Amy Seeley is the president of Seeley Test Pros. If you're interested in working with Mike and/or Amy for test preparation, training, or consulting, feel free to get in touch through our contact page.

Danielle DiMartino Booth: When Will Powell Pivot?