Podcasts about chief strategist

Suddenly, the Federal Reserve is filled with more drama and curveballs than a World Series tiebreaker.The betting markets are abuzz debating who President Trump will replace current Chair Jerome Powell with. A surprise resignation from Fed governor and FOMC voting member Adriana Kugler has added Trump loyalist Stephen Mirran into the Inner Circle. And another FOMC voting member, governor Lisa Cook is now in the crosshairs due to a purported mortgage fraud scandal, and is at risk of being replaced.On top of all that, Jerome Powell gave a significant indication in his speech at Jackson Hole last week that rate cuts are indeed coming ahead, likely starting next month -- due to rising concerns at the Fed that the economy, labor force and housing market are weaker than it previously appreciated.To make sense of all this for us and the likely implications, we're fortunate to welcome back to the program Danielle DiMartino Booth, CEO & Chief Strategist for QI Research LLC and author of the book "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America"Subscribe to Danielle on Substack at http://dimartinobooth.substack.com/LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#federalreserve #recession #interestrates _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Michele Schneider, Chief Strategist, MarketGauge Group discusses the takeaways for wider markets with the Trump administration taking a 10 percent stake in chipmaker Intel. This comes as White House economic advisor Kevin Hassett says this is part of a broader strategy to create a sovereign wealth fund that could include more companies. She also takes a closer look at Nvidia ahead of its earnings, and why she still like Novo Nordisk despite recent negative headlines. Produced/Presented: Ryan HuangImage by 3D Animation Production Company from PixabaySee omnystudio.com/listener for privacy information.

LVN Board Members Keith Maziarek and Justin Ergler host Patrick Fuller, Chief Strategist for ALM. The trio discuss Patrick's role in analyzing law firm data, market trends, and client challenges. The discussion also highlights the importance of understanding indirect market impacts, such as talent supply and operating costs in emerging markets. Patrick emphasizes the need for law firms to raise rates to maintain profitability and discusses the potential benefits of private equity investment in the legal industry. The conversation also touches on succession planning, client relationships, and the impact of remote work on firm culture and talent retention.

Steve Sosnick, Chief Strategist, Interactive Brokers discusses why investors appear to be more sensitive to good news and reacting less to bad news. This comes as a surprise reading last week in with a +0.9% monthly jump in both the headline and Core Producer Price Index levels - which stocks had generally yawned at.See omnystudio.com/listener for privacy information.

Producer inflation data coming in far higher than expected:  Sara Eisen and Carl Quintanilla broke down the numbers alongside key commentary out of consumer earnings when it comes to tariffs, before discussing the market impact with Charles Schwab's Chief Investment Strategist Liz Ann Sonders. Plus: hear the Fed's first reaction to the inflation print – in CNBC's exclusive interview with St. Louis Fed President Alberto Musalem spanning the data, the economy, and the possibility of a rate cut in September. Also in focus: huge movers across earnings and new entrants… The CEO of options and equities exchange “Miami International” joined the team ahead of their first trade on the New York Stock Exchange, while Sara brought exclusive commentary from a call with the CEO of Tapestry – as those shares fall to the bottom of the S&P despite a top and bottom line beat.   

DescriptionFeeling stuck between raising your rates or staying barely profitable? In this episode of Millions Were Made, Jessica Marx and Chief Strategist, Brooke Dumas, break down how to boost your business's profit margins without increasing prices or burning out your team.They dive deep into offer profitability, cost analysis, and the hidden expenses most founders ignore. From scope creep and outdated pricing to software costs and team inefficiencies, Jessica and Brooke reveal the small tweaks that lead to massive profit growth. Whether you're running an agency, coaching business, or product-based company, this conversation is your roadmap to creating a more profitable (and scalable) business.Highlights: (01:00) Why founders glaze over when it comes to profit (01:32) The #1 mistake business owners make with profitability (03:44) How scope creep silently destroys your margins (05:50) The cost of acquisition and why it matters (07:46) What to do if you're not profitable (10:06) How to calculate a healthy profit margin (12:42) Why a $500 offer isn't always profitable (13:28) Who you really need on your financial team (15:37) What to do with low-margin offers (17:45) When low-profit offers are actually strategic (19:56) Why small tweaks beat big overhauls (21:08) The investor's perspective on profitability (22:19) How long it really takes to shift your profit margins (23:47) Why legacy pricing may be draining your growth (25:28) Jessica's TED Talk–style closing on personal wealth + profit (27:38) Why profit is more important than revenue (28:50) Where to start tracking your profit (even if you're overwhelmed)Connect with Jessica: Instagram: @millionsweremade and @thejessicamarx Website: Millions Were Made Apply to work with Jessica: Tailored Premier

Stocks gaining after this morning's inflation report: Sara Eisen, Carl Quintanilla, and David Faber broke down the numbers along with Council of Economic Advisers Chairman (and President Trump's Pick to Replace Fed Governor Adriana Kugler) Stephen Miran. JPMorgan Asset Management's Chief Strategist saying higher inflation might not be a bad thing for equity investors – find out why this hour. Plus: hear the latest Fed speak – including Fed President Jeffrey Schmid's new hawkish comments… and more on how the consumer's holding up with the CEO of AMC Entertainment, fresh off earnings from the name.Also in focus: the return of M&A and IPOs… Morgan Stanley's Global Co-Head of Investment Banking joined the team for a wide-ranging interview spanning recent entrants, the deal pipeline, and whether a rebound in activity is to be believed.

In this episode of Coin Stories, Natalie Brunell talks with Danielle DiMartino Booth, CEO of Chief Strategist of QI Research and former Fed advisor, breaking down what's really going on with the U.S. economy. Topics discussed: The "silent recession" crushing the Middle Class Why people earning $150k feel poor The truth about recent economy data points, tariff impacts and inflation Fiscal dominance vs monetary policy What will happen if the Fed lowers interest rates in September?  Has Danielle changed her perspective on Bitcoin? Danielle is the author of "FED UP: An Insider's Take on Why the Federal Reserve Is Bad for America." Subscribe to QI Research: https://quillintelligence.com. Follow Danielle DiMartino Booth on X at https://x.com/DiMartinoBooth  ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Learn more at https://www.Ledn.io/natalie  ---- Natalie's Bitcoin Product and Event Links: Earn 2-4% back in Bitcoin on all your purchases with the orange Gemini Bitcoin credit card: https://www.gemini.com/natalie   Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- 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

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins Julia La Roche in-studio on Fed day to analyze the historic FOMC meeting featuring the first double dissent since 1993, arguing it could have been a triple dissent based on softened statement language. She criticizes Powell's dismissive handling of the dissenters and Trump's public attacks on the Fed chair, warning of an "Armageddon scenario" if Trump continues his pressure campaign. DiMartino Booth presents data showing the US entered recession in Q2 2024, with job losses, rising underemployment, and deflation in key sectors like hotels and airlines. She argues Powell could secure his legacy by admitting he's wrong about the job market being "solid" when data shows jobs are increasingly hard to get.Sponsors:  Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia  Links:    Danielle's Twitter/X: https://twitter.com/dimartinobooth  Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@UCYPBim2ARV9Yrqci0ljokFA  Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/07352116550:00 Welcome and introduction - FOMC day reaction1:05 Historic double dissent - first since 19933:04 History of Fed dissents - why they disappeared after 19966:48 Powell's dismissive handling of dissenters8:26 Why dissents should be healthy for Fed decision-making9:23 Trump's embarrassing public beratement of Powell10:52 The Armageddon scenario - what happens if Trump pushes too hard13:13 Will Powell stay? Hell would freeze over before he leaves15:00 Powell's path to securing his Fed legacy16:40 Jobs hard to get rises to highest of cycle - 18.9%17:26 US economy entered recession in Q2 202419:13 Deflation signals - hotel revenues and airline travel down20:25 Core PCE market-based pricing is negative 0.3%21:23 Gig economy collapse - Uber drivers earning 60% less22:41 Biggest risk - Fed's tone deafness to job market reality

US equity-index futures climbed as strong earnings from megacap tech firms bolstered optimism that corporate profits remain resilient. The dollar steadied after gaining on Federal Reserve holding interest rates. Contracts for the Nasdaq 100 rose 1.2% and those for the S&P 500 advanced 0.8% as Microsoft and Meta Platforms surged in after-hours trading. We break down the day's market headlines with Dean Smith, Chief Strategist at FolioBeyond. Plus - US President Donald Trump announced late Wednesday that he had reached a trade deal with South Korea that would impose a 15% tariff on its exports to the US, and see Seoul agree to $350 billion in US investments. We get reaction from Naomi Fink, Chief Global Strategist at Nikko Asset Management. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade.See omnystudio.com/listener for privacy information.

Francis Tan, Chief Strategist, Asia, Indosuez Wealth Management discusses how much growth has been frontloaded into the economy ahead of tariffs kicking in, and how much markets in the second half will reflect the slowdown. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

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In this episode of Women Lead, host Nadia Koski engages in a thought-provoking conversation with Donna Dupont, Founder and Chief Strategist, Foresight & Design, at Purple Compass. Donna brings her skills and insights developed over 25 years working with leaders in healthcare, emergency management, government public policy, strategic planning, and program design. She has facilitated a range of foresight and design activities for clients in healthcare, emergency management, and military sectors.Donna shares why building futures literacy is essential for navigating today's uncertainty and complexity. We discuss how leaders can move from reactive decision-making to proactive, strategic conversations that open new opportunities. Donna also explains how understanding your mindset—and your organization's—can help shift from fear and control to adaptability and future-focused thinking.Three things you'll learn:How to build future literacy skills to navigate uncertainty.The importance of strategic conversations in adapting to change.Ways to balance short-term actions with long-term foresight.Tune in to explore the intersection of security, foresight, and design, and how these elements can better guide us through turbulent times.Links and RecsConnect with Donna on LinkedInDiscover Purple CompassListen to Donna's Podcast “The Futurist”Produced and Hosted by Nadia KoskiEngineered by Phil McDowellProject Lead Dennis KirschnerYou can contact the show at womenleadpodcast@the-digital-distillery.comor go to the website.Find us on LinkedIn, Facebook & Instagram

In this podcast, Michael Green, Chief Strategist at Simplify Asset Management, provides a comprehensive analysis of the current market dynamics, focusing on the profound impact of passive investing. Green argues that the rise of passive investment strategies has fundamentally transformed market structures, creating what he describes as an "everything bubble" driven by algorithmic investment flows. The key insight is that passive funds, which now represent over 50% of US equity markets, operate without traditional valuation considerations. Unlike active managers who adjust investments based on market valuations, passive funds simply buy or sell based on cash flows, removing critical market filtering mechanisms. This has led to unprecedented market valuations and concentration in large-cap stocks. Green highlights how regulatory changes, particularly the 2006 Pension Protection Act, have accelerated passive investing by automatically enrolling workers in retirement plans that default to passive index funds. This has created a massive, potentially unstable market ecosystem where investment decisions are increasingly disconnected from fundamental economic principles. The discussion extends to broader economic implications, including potential market risks, inflation dynamics, and the role of technological disruption in employment. Green suggests that the current market structure resembles a Ponzi scheme, with asset values dependent on continuous inflows rather than intrinsic value. Regarding future market dynamics, Green identifies potential catalysts for market shifts, including employment trends, retirement withdrawals, and changes in monetary policy. He warns that when passive flows eventually reverse, the market could experience significant disruption similar to other algorithmic trading implosions. The conversation also explores related topics like cryptocurrency, stablecoins, and the importance of rebuilding societal trust through technological innovations. Green's overarching message is that the current market structure is unsustainable and that rebuilding trust and understanding complex market mechanisms are crucial for future economic stability. Ultimately, Green emphasizes the need for a collective approach to addressing these systemic challenges, encouraging listeners to seek systems that enhance transparency and mutual understanding.

In this episode, we speak with Luca Paolini, Chief Strategist at Pictet Asset Management, about the firm's 2025 Secular Outlook and the unfolding shift in global markets. Paolini argues that the era of U.S. exceptionalism is fading—and investors may be mispricing what comes next. We discuss why the “Great Convergence” could redefine asset allocation, what it means for U.S. equities and the dollar, and why now might be the time to lean into bonds and income-generating assets.Paolini also shares his views on inflation, tariffs, AI, private markets, and the challenges of navigating a low-return, high-risk world. Whether you're a global macro watcher or a long-term investor thinking about regime shifts, this conversation offers a roadmap for the next five years.Topics covered include:Why the U.S. may no longer deserve its valuation premiumHow debt and protectionism threaten global growthWhy the next five years could see converging returns across regions and assetsThe investment case for bonds, credit, and emerging market debtAI's impact on productivity and equity concentrationThe future role of gold, crypto, and private assets in portfolios

Marko Papic is the Chief Strategist at BCA Research. In this conversation we talk about what is happening in the market, why he is bullish, what is happening with the dollar, tariffs, bitcoin, gold, global conflict, and how all these different events impact your portfolio. =======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/=======================Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you're an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit www.bitwiseinvestments.com to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit www.bitwiseinvestments.com/disclosures/ to learn more.=======================Maple Finance is where real money meets real yield. With over $1.5B managed, Maple offers secure lending, Bitcoin yield, and premium DeFi assets like syrupUSDC. Get started today at https://www.maple.finance !=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

In this episode, we're joined by a hospitality tech powerhouse: Robert Dawson, Chief Strategist and Product Officer at IRECKONU.Robert shares his journey from front desk college job to C-suite, how he fell in love with the hotel industry, and why solving fragmented data problems became his mission. We talk all things AI, automation, data management, and CRM evolution — and what's making waves at HITEC this year.We talk about:Why the entrepreneurial section at HITEC is the place to beThe real opportunities (and limits) of AI in hospitalityWhat IRECKONU is doing to turn data into real guest engagementWatch the FULL EPISODE on YouTube: https://youtu.be/7X3r0-OPuWc This episode is sponsored by IRECKONU: https://ireckonu.com/Join the conversation on today's episode on The Modern Hotelier LinkedIn pageThe Modern Hotelier is produced, edited, and published by Make More MediaLinks:Robert on LinkedIn: https://www.linkedin.com/in/hospitalitytechnologyexecutive/IRECKONU: https://ireckonu.com/For full show notes head to: https://themodernhotelier.com/episode/180Follow on LinkedIn: https://www.linkedin.com/company/the-...Connect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

Danny Moses welcomes Adam Parker, founder, CEO, and Chief Strategist at Trivariate Research. They discuss several important topics, such as US dollar weakness and its potential long-term impacts, margin expansion in tech and healthcare sectors, and Adam's favorable outlook on financial services stocks. Adam also shares his background and provides insights into Trivariate's offerings for both retail and institutional investors. Other key points include the potential for AI to enhance productivity in various sectors, the implications of interest rates and market conditions, and the future prospects for energy markets. Throughout the discussion, Adam emphasizes the potential for strategic stock picking and navigating economic fluctuations effectively. --ABOUT THE SHOWFor decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

On this episode, we're bringing together a dynamic conversation at the crossroads of ministry, architecture, and strategy. Hosted by Trent Dunham, this episode features three incredible guests who offer unique perspectives on designing and funding spaces to better serve communities and ministries. Erik Rogers, Chief Strategist for Donor Advancement at Dunham+Company, kicks off with insight into how ministries can elevate relationships with donors to fund transformational projects. Joining the discussion are Nick Cooper and Mark Ashcraft from Parkhill, an architectural and engineering firm that specializes in faith-based projects. Together, they explore not just the "what" of creating spaces, but the "why"—ensuring alignment with vision and purpose.  This episode unpacks practical advice for ministries at critical decision points. How can your organization identify when it's time to rethink or expand space? What processes bring dreams to reality without losing sight of efficiency or stewardship? From collaborative design to donor engagement and even the role outdoor spaces play in fostering community, this conversation offers a wealth of actionable insights.

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on FOMC day, where they break down the Fed's decision to leave rates unchanged, the state of the economy, and the interest rate outlook.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://www.mufgresearch.com/ George's Twitter/X: https://x.com/bondstrategist QI Research: https://quillintelligence.com/subscriptions/ Danielle's Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@UCYPBim2ARV9Yrqci0ljokFA Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/073521165500:00 - Danielle: Fed "willfully blind" to economic reality 02:52 - Record 5.3% of Americans working multiple jobs 05:00 - Real unemployment is 4.5-4.6%, not reported 4.2% 08:07 - Debate: Is the Fed being political? 10:00 - George: "More than one economy" - rates hurting different groups 16:28 - Net worth declined via both stocks and real estate in Q1 21:57 - Interest expense is fastest growing budget item 26:06 - Next Fed Chair prediction: Waller, Warsh, Bessent front-runners 32:12 - Corporate bankruptcies highest since 2010 38:49 - Danielle: US entered recession Q1 2024, back in one now 40:26 - Top 10% of earners drive 49.7% of consumption 43:52 - What keeps them up at night: False sense of security

In this episode of The Claw, host Eric Holtzclaw, Chief Strategist at Liger, sits down with Paul Clark—angel investor and co-founder of VentureSouth. Together, they explore how VentureSouth makes startup investing accessible for newcomers and seasoned investors alike, with a special focus on high-growth companies in the Southeastern U.S. Paul shares his journey from medieval history scholar to investment banker to startup backer, and explains how VentureSouth helps everyday investors support local innovation without going it alone. You'll hear insights on the rise of alternative investments, the value of investing in your own backyard, and how platforms like VentureSouth and Vicinity Capital are expanding access to early-stage opportunities. Whether you're startup-curious, investor-curious, or just love a good founder story—this episode dives into the real work (and real reward) behind angel investing in the South. To connect with Paul, click here: https://www.linkedin.com/in/paulclarkprivateequity/ To connect with Eric, click here: https://www.linkedin.com/in/eholtzclaw/ To subscribe to our YouTube channel, click here: https://www.youtube.com/channel/UCbiiVRIqMa2mDOLD34GfyFg

“The U.S. dollar is likely to go down 25 to 50% over the next five years,” says Marko Papic, Chief Strategist at BCA Research. He tells Daniela Cambone that the driving force behind this decline is less about the loss of reserve currency status and more about fading U.S. economic outperformance. Papic also points out that Trump's tax cuts bill “does not add to growth in any way, shape, or form” and warns, “Expectations of U.S. growth are overstated, and that means the dollar is way too expensive.”He further argues that rate cuts are becoming ineffective, as the long end of the yield curve remains unresponsive. “Everyone borrows at the long end of the curve — not the short end. So if the long end doesn't fall, rate cuts don't matter.” What matters now, he stresses, is fiscal and trade policy — not monetary policy.Papic's advice to investors: “Diversify out of the dollar — diversify out of the U.S.” Watch the full video to learn more.✅ FREE RESOURCESDownload the Ultimate Decision-Making Guide on Gold & Silver plus Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Jun 11, 2025 – What if the very structure of modern investing—passively funneling trillions into markets—is silently engineering a financial crisis worse than the 2000 tech bubble? In this compelling interview, Michael Green, Chief Strategist...

Interview recorded - 5th of June, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about Danielle's thoughts on the economy, the FED stalling elections, the bond market, BOJ increasing global yields, recession comparison and more. I hope you enjoy!0:00 - Introduction2:07 - Danielle's economic outlook3:22- FED stalling6:37 - Worried about Covid repeat?7:50 - Cut before election?10:07 - End of Powell?12:13 - Bond market?13:41 - BOJ increases impacting global yields14:27 - Dollar depreciation16:02- US in a recession?19:16 - Global economy20:18 - Recession comparison21:31 - Risk-off?22:46 - Retirees selling?24:05 - One message to takeaway?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote 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 their inception in 2015, commentary and data from DiMartino Booth's The Daily Feather and The Weekly Quill 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 in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), 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 QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. 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.Danielle DiMartino Booth - Website - https://quillintelligence.com/Twitter - https://twitter.com/DiMartinoBoothYouTube - @DanielleDiMartinoBoothQI WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

“It's time for Jerome Powell to put on his big boy pants and say, no, inflation is not the bigger problem,” says Danielle DiMartino Booth, CEO and Chief Strategist for QI Research. In today's interview with Daniela Cambone, Booth argues that the Fed should prioritize employment, as true inflation is low and declining—especially in housing—while job losses continue and consumer purchasing power weakens. “Companies are saying in no uncertain terms, they don't have pricing power because U.S. consumers don't have purchasing power." On Trump's tax bill, she aligns with Elon Musk, warning that it will increase the deficit and national debt. “This gravy train was supposed to end at the end of 2025… you're not stimulating the US economy. You're simply preventing a negative shock to the system,” she concludes. Register for Rick Rule Symposium 2025 conference this July in Boca Raton, Florida, at https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=DaniC

Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we're in today  What tariffs really have to do with the stock market and economy  The 'rebalance' rule  Mid-term election tailwinds  Where the federal reserve fits into all of this  

The economy adding more jobs than expected in May: Sara Eisen, David Faber, and Carl Quintanilla broke down the numbers and what it means for stocks, the Fed, and rates. White House Council of Economic Advisers Chair Stephen Miran kicking off the hour – arguing the economy remains strong here. Plus: Chief Global Strategist for JPMorgan Asset Management David Kelly joined the team with his volatility playbook, which does NOT include the Mag-7 – but a different key sector… In addition: hear Goldman's Chief Economist with his take on the jobs report.  Also in focus: the gloves come off. President Trump and Elon Musk trading blows publicly as their alliance implodes – and Tesla shares slump. Former Trump Admin insider Marc Short – and Tusk Ventures Bradley Tusk – gave their thoughts on the action and what it could mean for the tech ecosystem at large. Squawk on the Street Disclaimer

Donna DuPont is a futurist, systems thinker, and Founder of Purple Compass. With 25+ years of experience in healthcare, defense, and emergency management, she helps leaders build future literacy and navigate uncertainty. Her work has earned 7 government awards and global recognition.

June 5, 2025 ~ John Sellek, Chief Strategist, CEO Harbor Strategic and Adrian Hemond, CEO of Grassroots Midwest join Nolan Finley and Stephen Henderson in for Paul W Smith.

Evan Fitzgerald was on bail for gun charges when he entered a Carlow shopping centre yesterday and fired shots, before fatally shooting himself.Last year, he was caught with guns and ammunition which he admitted to having bought on the 'dark web', a part of the internet where users operate through anonymity.But, what is the dark web, how common is it to buy guns here, and what can be done about it?Joining Kieran to answer some of these questions is Cyber Security Expert, Ronan Murphy, Chief Strategist for Forcepoint and Chairman of SmartTech247.

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.

Stocks gaining as President Trump delays the deadline for a new 50% tariff on EU goods – Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour discussing market implications of the move with Interactive Broker's Chief Strategist, who also brought some fresh data on the most traded stocks on the platform. Plus: How investors and companies should be navigating the fast-changing developments out of Washington with a panel of trade experts… And more on what to watch when it comes to Nvidia earnings - with one analyst forecasting huge gains ahead.  Also in focus: A deep-dive on one sector falling behind in the AI Arms Race… A look at this weekend's record-breaking box office… And more on Musk's promise to get back to work that's boosting Tesla shares. Squawk on the Street Disclaimer

In this episode of Mastering E-Commerce Marketing, host Eitan Koter talks with Gloria Chou, an award-winning PR strategist and host of the Small Business PR Podcast.Gloria helps small businesses, especially female and BIPOC founders, get featured in media outlets like Forbes, Vogue, Oprah's Favorite Things, and the New York Times. Her unique approach doesn't rely on expensive ads, PR agencies, or large followings.During their conversation, Gloria shares practical ways entrepreneurs can start earning organic media coverage. She introduces her easy-to-use CPR pitching method, showing exactly how to write messages that journalists actually read and respond to.Gloria also explains why organic PR often works better and lasts longer than paid ads or influencer campaigns. She highlights common mistakes brands make when reaching out to journalists and offers clear advice on how to fix them.Whether you're new to PR or just looking for ways to get better results without overspending, Gloria's strategies make it simple to get started right away.This episode offers clear tips for any entrepreneur who wants more visibility for their business without complicated processes or high costs.Website: https://www.vimmi.net Email us: info@vimmi.net Podcast website: https://vimmi.net/mastering-ecommerce-marketing/ Talk to us on Social:Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/ Vimmi LinkedIn: https://il.linkedin.com/company/vimmi YouTube: https://www.youtube.com/@VimmiCommunications Guest: Gloria Chou, Founder and Chief Strategist at Gloria Chou PR LLCGloria Chou's LinkedIn Gloria Chou PR LLCWatch the full Youtube video here:https://youtu.be/kNvdZ8YbYXoTakeaways:PR is about being seen, heard, and valued.Organic PR is more credible and sustainable than paid ads.Crafting a relevant pitch is crucial for success.The CPR framework stands for Credibility, Point of View, and Relevance.Identify the right journalists by looking for commerce or shopping editors.Timing is key; pitch seasonal products ahead of time.Common mistakes include not following up and focusing too much on product features.Press releases can establish authority and protect intellectual property.Measure PR success through SEO and traffic analytics.Building relationships with journalists can lead to long-term visibility.Chapters:00:00 Introduction to PR and Its Importance03:00 Understanding Organic PR vs. Paid Advertising05:54 Crafting a Relevant Pitch: The CPR Framework08:59 Identifying the Right Journalists and Media Outlets12:03 Timing Your PR Efforts: Seasonal Strategies14:59 Common Mistakes in PR and How to Avoid Them17:59 The Role of Press Releases in PR Strategy21:05 Measuring Success in PR Campaigns23:50 Building Long-Term Relationships with Journalists26:53 Final Thoughts and Next Steps for Founders

As we look into the future of options trading, several transformative factors are reshaping the market. This session will explore the implication of Payment for Order Flow (PFOF) on trading volumes and market liquidity, alongside the evolving landscape of risk management practices. We will discuss the changing profile of the modern investor, one increasingly influenced by technological advancements, educational resources, and AI-driven strategies and how they are revolutionizing trade execution and portfolio management. Moderator: JJ Kinahan, Chief Executive Officer, IG North America Panelists: Christopher Larkin, Managing Director, Head of Trading & Investing, E*TRADE from Morgan Stanley Tanya Patwa, Head U.S. Options Sales, Nasdaq Tony Zhang, Chief Strategist, OptionsPlay Patrick Zielinski, Chief Executive Officer, Box Options Market

In this heartfelt episode of That Sounds Terrific in the (585), Nick and Christine speak with Neal Gorman, Chief Strategist of NRG Communications and Board Chair of Camp Haccamo, a local summer camp dedicated to providing unforgettable experiences for children and adults with disabilities.Neal shares the inspiring origin story of Camp Haccamo, which began in 1956 through the collaboration of four local Rotary clubs. As a child, Neal was unknowingly drawn to the camp's joyful spirit, which would later become a major part of his life's work. Now, he helps lead this vital nonprofit that not only brings laughter and adventure to its campers but also offers a much-needed break for their caregivers.Listeners will learn about the incredible programming at Camp Haccamo—from crafts and campfires to their beloved railroad ride this is an episode not to miss!Connect with Neal Gorman, Chief Strategist at NRG Communications & Board Chair of Camp Haccamo:Email: nealgorman@nrggopr.comLinkedIn: www.linkedin.com/in/nrgormanAbout Our Terrific Guest:Neal Gorman is the Chief Strategist at NRG Communications and serves as Board Chair of Camp Haccamo. A lifelong Penfield resident, Neal's connection to Camp Haccamo began with the joyful sounds of summer he heard as a child near Panorama Plaza—sounds that would shape his future involvement.Connect and Follow Camp Haccamo:Website: www.camphaccamo.orgFacebook: facebook.com/haccamoLinkedIn (Organization):www.linkedin.com/company/54412741Camp Haccamo is an overnight summer camp for children and adults with diverse special needs. The camp provides a supportive environment where campers can build confidence, develop new skills, and create lasting memories. Neal is deeply committed to ensuring the camp's sustainability through strategic fundraising, operations, and community outreach.More About That Sounds Terrific in the 585 – Hosts Nick Koziol & Christine GreenFor more information on That Sounds Terrific in the 585, visit our website at That Sounds Terrific and be sure to follow us on Facebook, Twitter, and Instagram. If you or someone you know is doing something terrific in the 585 area and should be featured on our show, email us at thatsoundsterrific@gmail.com.Special Thanks To Our Key Supporters585 Magazine and their team for their support with the That Sounds Terrific in the 585 podcast. Be sure to become a subscriber of this terrific magazine - learn more at https://585mag.comThank you to Morgan Brown and Meadow Viscuso, our terrific intern duo from SUNY Fredonia for all their hard work and for lending their voices and music to the Intro and Outro of the That Sounds Terrific in the 585!

In an increasingly data-driven world, this panel will explore how market participants are leveraging big data, artificial intelligence, and advanced analytics to inform trading strategies, manage risk, and predict market trends. As technology evolves, so do the ways in which we interact with the markets. Moderator: Henry Schwartz, Vice President, Market Intelligence, Cboe Global Markets Panelists: Arianne Adams, Chief Strategy Officer & Head of Derivatives, Webull Matt Amberson, Principal, ORATS Steve Sosnick, Chief Strategist, Interactive Brokers

Asian currencies look poised to benefit from a favorable mix of lower US Treasury yields, softer oil prices, and sustained downward pressure on the greenback. A cautious outlook from Walmart underscores lingering vulnerabilities that may cap gains in US assets. Stateside, traders priced in two Federal Reserve rate cuts this year. Shares in South Korea and Australia climbed early Friday, while Japan's were mixed. US futures inched higher after the S&P 500 rose 0.4% Thursday. JPMorgan Chase CEO Jamie Dimon says recession remains a possibility as tariff fallout continues to buffet global economies. We break down the day's market action with Michael Green, Chief Strategist at Simplify Asset Management. Plus - we'll get earnings from Chinese EV maker XPeng in the week ahead. Linda Lew, China Autos Reporter for Bloomberg News, joins for a preview.See omnystudio.com/listener for privacy information.

Last year, fears of recession faded from the headlines as the "no landing" narrative won out.But the disruption brought by the new Trump administration -- especially around global trade -- has brought recession concerns back to the forefront.The Administration says it isn't worried. That we're merely passing through a transitory "detox" period before new trade deals, tax cuts and de-regulation kick in to turbo-charge economic growth.Others fear a more pronounced slowdown is in the cards.So which outlook is more likely?To find out, we have the good fortune to speak today with Danielle DiMartino Booth, CEO & Chief Strategist for QI Research LLC and author of the book "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America"WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#recession #bearmarket #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

May 13, 2025 ~ Joe Tate's campaign for the U.S. Senate in Michigan marks a notable moment, given the historical rarity of a state representative directly transitioning to the U.S. Senate or Governor's office. CEO and Chief Strategist at Harbor Strategic John Sellek talks with Lloyd, Jamie, and Chris Renwick about the current candidates and the significant attention of the Michigan 2026 U.S. Senate race.

On a pivotal day for Wall Street, Julian Emanuel of Evercore ISI joins to break down what he's buying as the market rallies on trade talk optimism with China. Marko Papic, Chief Strategist at BCA Research, weighs in the geopolitical environment, followed by NEC Director Kevin Hassett on how negotiations are going with China and other countries, as well as budget talks and President Trump's executive order on pharma.Steve Sosnick, Chief Strategist at Interactive Brokers, analyzes the afternoon rally. 

The market has bounced back from its 'Liberation Day' lows, but tariff shake-ups aren't over. What does that mean for you? Jack sits down with Bhanu Baweja, Chief Strategist at UBS Investment Bank. Learn more about your ad choices. Visit megaphone.fm/adchoices

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 256 for an FOMC day interview.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia DiMartino Booth argues that Fed monetary policy remains overly restrictive while the labor market is "anything but solid." She points to concerning indicators including record credit card minimum payments, rising long-term unemployment, and declining full-time jobs. DiMartino Booth makes the case for immediate rate cuts to a floor of 2%, warning the economy now operates "without a safety net" after successive waves of debt-fueled growth. Looking forward, she expresses concern about geopolitical risks while finding hope in the strong work ethic of the younger generation.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), 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 QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. 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. Links: QI Research: https://quillintelligence.com/subscriptions/ Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 - Opening commentary on Powell and monetary policy0:23 - Introduction and FOMC day discussion1:39 - Arguments that monetary policy is too restrictive2:49 - Labor market indicators and private sector layoffs4:13 - Credit card minimum payments and student loan impacts6:02 - Signs of financial stress in refinancing behaviors8:10 - Bankruptcy trends and distressed debt exchanges9:57 - Fed's dual mandate debate12:05 - Critique of Powell's selective history on Fed actions13:57 - Job market reality vs. Powell's "solid" characterization15:48 - Self-employment and full-time job losses17:50 - Sponsor segment19:08 - Labor market "scarring" and long-term unemployment21:12 - Federal debt approaching $38 trillion22:03 - Analysis of long-term debt cycles since Greenspan24:16 - Student loan wage garnishment concerns28:36 - Fed rate cut recommendations30:10 - Policy pushing money from real economy to financial assets33:00 - Tariffs discussion - why they're deflationary not inflationary36:38 - Real-world impacts of import costs38:26 - What keeps Danielle up at night - geopolitical concerns39:53 - What gives her hope - younger generation's work ethic42:17 - Information about Qi Research and closing thoughts

Guy is joined by Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss Federal Reserve policies and their impacts on the U.S. eco nomy. The conversation starts with the current political tension surrounding Fed Chairman Jerome Powell and the administration's frustrations with him. Danielle highlights her disappointment with the Fed's handling of the economy, citing missed revenue targets as an indicator of pre-existing economic stress before the ongoing trade war. The discussion explores the inefficacy of tariffs, the complex dynamics of ten-year yields, and the significant issues of rising bankruptcy rates. Danielle also touches on the shifting trends in the bond and gold markets, the currency exchange rate crisis, and the increasing importance of liquidity in financial markets. With a call for stronger leadership and a critique of current economic policies, this episode offers a thorough analysis of the broader economic landscape and the challenges facing the Federal Reserve. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Danny is joined by Michael Green, Chief Strategist for Simplify Asset Management. The conversation spans various pivotal moments including the 1987 stock market crash, the 'Big Short' trade during the 2008 financial crisis, and his insights as a portfolio manager at firms like Canyon Partners and Soros Fund Management. Michael also discusses his current role at Simplify Asset Management, where he leverages both active and passive investment strategies. The discussion delves into the dynamics of market flows, the implications of passive investing, and the critical role of market structure in understanding economic shifts. Michael's perspectives on gold, Bitcoin, and the future impacts of artificial intelligence on the economy round out this comprehensive dialogue. -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 250 where she reiterates her view that the US is already in recession, explains the "collapse in confidence" spreading through markets, and evaluates the growing tension between President Trump and Fed Chair Powell. Booth reveals concerning trends in consumer credit, employment data, and housing that mainstream statistics aren't capturing.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), 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 QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. 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. Links: QI Research: https://quillintelligence.com/subscriptions/ Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 00:00 - Introduction 03:31 - Discussion on US exceptionalism and capital migration out of US dollar assets 06:50 - Exploring the implications of collapsing confidence 08:35 - Trump's Truth Social post about Powell and interest rates 11:59 - Federal Reserve's independence and potential rate cut decisions15:20 - Discussion on whether rate cuts are necessary and timing 16:02 - Explanation of Fed blackout period and limitations on communication 17:59 - Analysis of Trump's strategy regarding Fed commentary 19:17 - Consumer 22:20 - CEO confidence decline, reduced capital expenditures, and potential layoffs 23:47 - Discussion on high unemployment claim rejection rates (44%)25:19 - Effects on gig economy and discretionary spending like rideshare services 27:03 - Confirmation that we are in a recession 31:34 - Housing market assessment and discussion of market conditions34:05 - Housing price outlook and structural issues 36:00 - Closing thoughts

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Tyler Kelley is the Co-founder and Chief Strategist of SLAM! Agency, a digital marketing firm dedicated to helping purpose-driven businesses create a lasting impact. He has led campaigns for national brands, spoken alongside industry leaders like Google and Facebook, and co-hosts Innovation City, a podcast recognized by Bloomberg for spotlighting urban innovators. An advocate for conscious business, Tyler actively mentors entrepreneurs, serves on local boards and contributes to the St. Louis business community through organizations like the Better Business Bureau and Entrepreneur's Organization. In this episode… Digital marketing is constantly shifting, making it challenging for businesses to make a meaningful impact. Economic downturns, shifting consumer behaviors, and the need to stand out in a crowded digital space create additional hurdles. How can businesses adapt and implement effective strategies that drive growth while staying true to their mission? Tyler Kelley, a digital marketing strategist and entrepreneur, shares his insights on overcoming these challenges by focusing on strategic digital marketing approaches. Tyler emphasizes the importance of adaptability, leveraging data to make informed marketing decisions, and understanding the evolving needs of consumers. He also discusses the struggle of stepping away from hands-on production while maintaining high-quality work and explains how purpose-driven businesses can thrive by staying agile and prioritizing long-term growth strategies. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Tyler Kelley, Co-founder and Chief Strategist at SLAM! Agency, about leveraging digital marketing for purpose-driven brands. Tyler shares insights on overcoming economic downturns, ensuring quality while stepping back from production, and making data-driven marketing decisions. He also discusses the importance of mentorship, the future of digital marketing, and key mistakes businesses should avoid.

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko's approach is akin to Moneyball for politics, challenging the orthodoxy of how others traditionally make investment decisions. Our conversation covers Marko's upbringing, the flaws of most political analysis, and his constraints-based framework. We then turn to the obvious political topic at hand – next week's U.S. Presidential election. We discuss his views of different possible outcomes on the U.S. equity market, rates, tech stocks, China, private equity, ESG, Europe, and emerging markets.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

The President's press room paves the way for new media, and the mainstream media is furious. Trump can't help but rack up more wins for securing the border. Panama agrees to concessions. Venezuela releases American hostages. Macaques are back in the news. 2024 Trump campaign manager Chris LaCivita joins the progrum.   Let's build a better future together. Go to API.org Join the fight in reigniting the American dream. Go to ProtectProsperity.com Call Congress and urge them to end the Biden pill penalty. Call 202-224-3121