Podcasts about fed up an insider

Thoughtful Money with Adam Taggart

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.

Media-Whipped Slowdown Fears Could Trigger Recession | Danielle DiMartino Booth

Play Episode Listen Later May 13, 2025 69:43

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.

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#256 Danielle DiMartino Booth On The Hidden Economic Indicators Flashing Red

Play Episode Listen Later May 8, 2025 43:56

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

#250 Danielle DiMartino Booth On Collapsing Confidence, Trump vs. Powell, Market Turmoil, and What's Next

Play Episode Listen Later Apr 22, 2025 37:45

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

#235 Danielle DiMartino Booth: Disinflation Signs, Job Market Stress, and More Rate Cuts Than Expected

Play Episode Listen Later Feb 20, 2025 34:44

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 235 to discuss mounting signs of disinflation and labor market stress in early 2025. She points to falling rents, rising vacancy rates, and a wave of both private and public sector job cuts that could force more Fed rate cuts than markets expect. DiMartino Booth warns about the confluence of student loan delinquencies, credit stress, and potential disruption to passive investment flows as demographic shifts and job losses impact 401(k) contributions.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/juliaA 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 Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Timestamps: 0:00 Welcome and introduction 1:10 Analysis of Fed minutes and debt ceiling impact 2:04 Discussion of Treasury general account and liquidity 3:50 MBS rolloff implications 5:18 Private sector layoffs and bankruptcies 8:20 Labor market conditions and Uber driver earnings 9:31 Initial jobless claims analysis and Fed outlook 11:23 Rent and housing market dynamics 13:36 Disinflationary trends and shelter costs 15:54 Student loan impact on credit scores 16:54 Housing market inventory and spring selling season 19:49 Senior housing opportunities 20:50 White collar recession analysis 23:50 Discussion of Doge savings and flat tax proposal 26:18 Potential stimulus impact on inflation 27:58 Passive investing risks and TSP analysis 32:01 Closing remarks

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)

#230 Danielle DiMartino Booth On Labor Market Cracks, Recession Signals, and Why We'll Likely See A March Rate Cut

Play Episode Listen Later Jan 30, 2025 54:13

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 230 for an in-person Fed day analysis following the January FOMC meeting. She breaks down Powell's press conference, newly released 2019 Fed transcripts, and signals of labor market weakness that official numbers might miss. DiMartino Booth explains why the Fed's shift to market-based inflation metrics could accelerate rate cuts, while warning about mounting evidence of job market deterioration hidden beneath headline numbers. 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 Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 Timestamps: 0:00 Opening discussion on disinflationary pressures 1:09 Analysis of 2019 Fed transcripts and global trade impact 3:13 Discussion of Conference Board data and labor market signals 8:56 Analysis of rental market dynamics and Fed's new inflation metrics 17:36 Housing market analysis and renter dynamics 18:28 Impact of tariffs on economy and growth 21:54 Release timing of Fed transcripts and messaging 23:16 Current state of economy and job market analysis 28:54 Federal employee buyouts and workforce implications 34:11 Evolution of layoff reporting and gig economy impact 38:54 Discussion of fiscal policy mechanisms and inflation 41:30 Analysis of potential government efficiency measures 47:00 AI impact on markets and tech valuations 50:57 Societal shifts in spending habits and debt management 54:22 Closing remarks and where to find her work

#221 Danielle DiMartino Booth: Fed Has 'Frayed Nerves,' Jobs Data 'Statistically Impossible' & How A Recession Could Get 'Pinned' On Trump

Play Episode Listen Later Dec 19, 2024 43:43

Danielle DiMartino Booth, CEO and chief strategist of QI Research and former Federal Reserve insider, joins the Julia La Roche Show for an in-person interview to discuss why she sees "frayed nerves" at the Federal Reserve about the incoming Trump administration. In this wide-ranging conversation, DiMartino Booth reveals why 18 months of downward revisions to jobs data is "statistically impossible," explains how bureaucrats could start "releasing the Kraken" with true economic data that gets "pinned on Trump," and warns about the explosion of buy-now-pay-later debt that's not showing up in official credit statistics. She also shares a powerful message about the growing divide between Wall Street and Main Street 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 Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 Timestamps: 00:00 Welcome Danielle 01:00 Reaction to the FOMC, frayed nerves at the Fed 3:08 Fed spooked by inflation 3:45 Fed went in opposite direction of staff presentations 6:30 10-Year 8:03 A "closer call" 9:12 Does the Fed make policy for the public good? 13:00 Nihilism among younger generations 16:30 The government is buying the economy time, and the Fed is making the wealthier wealthier 18:48 Are we in a recession? 22:00 Declining consumption is not a prerequisite to recession 24:10 Could Trump inherit a recession? 26:30 Jobs numbers 30:00 Story behind the data 31:20 Trump administration 2.0 37:45 Stock market 39:50 What's keeping Danielle up at night 42:11 Parting thoughts

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.

#209 Danielle DiMartino Booth On The Fed And Powell's Future, Why The U.S. Economy Is Already In Recession, And What's Really Happening In The Labor Market

Thoughtful Money with Adam Taggart

Play Episode Listen Later Nov 9, 2024 45:46

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 209 to discuss the FOMC decision, the state of the economy, and the 2024 election results. ✨ This episode is sponsored by Public.com. https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Treasury accounts offering 6 months T-Bills are offered by Jiko Securities, Inc.,member FINRA & SIPC. Securities in your account are protected up to $500,000. For details: www.sipc.org. Banking services and the Bank Accounts are provided by Jiko Bank, a division of Mid- Central National Bank. For U.S. Investments in T-bills: Not FDIC Insured; No Bank Guarantee; May Lose Value. Treasuries risk disclosures, see https://jiko.io/docs/treasuries_risk_disclosure.pdf. See public.com/#disclosures-main A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC and includes 10 investment-grade and high-yield bonds. As of [11/08/24], the average, annualized yield to worst (YTW) across all ten bonds is greater than 6%. A bond's YTW is not “locked in” until the bond is purchased and is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. While corporate bond yields should fall in reaction to a Federal Reserve rate cut, there is no way to know whether that will be true of the bonds in the Bond Account, how quickly bond yields will respond, or by how much they will decline. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. All investing involves risk. Public Investing charges a markup on each bond trade. Visit public.com/bond-account to learn more More about Danielle: 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 Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655

Danielle DiMartino Booth: Recession? We Ain't Seen Nothin' Yet!!

Play Episode Listen Later Aug 8, 2024 72:44

The Sahm Rule, a widely-monitored recession indicator, triggered on Friday. Some analysts are arguing that it's too early to worry about a slowdown, that the economy is too strong currently. Others warn the US may already BE in recession. So, which is it? For answers, we're fortunate 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 #jobs #labormarket --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

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Excessive Tightening To Initiate Historic Recession with Danielle DiMartino Booth

WTFinance

Play Episode Listen Later Jul 19, 2024 24:31

Interview recorded - 18th of July, 2024On 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, a research and analytics firm.During our conversation we spoke about her outlook for the economy, unemployment and whether it could stick, how bad could the recession be and more. I hope you enjoy.0:00 - Introduction1:44 - Outlook for the economy?3:15 - Unemployment going to stick?5:35 - Is the economy soft?6:40 - What will FED do?9:45 - Further fiscal deficit?12:30 - Both parties to increase fiscal spending?13:30 - How bad could the recession be?17:55 - Are interest rates really high?18:23 - Trust the economic numbers?20:50 - Bonds back to safe haven?22:05 - One message to takeaway from conversation?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

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

america love ceo americans fed federal reserve chief strategist danielle dimartino booth fed up an insider qi research

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.

Danielle DiMartino Booth – Why the Fed is Bad for America

The Nick Halaris Show

Play Episode Listen Later May 7, 2024 31:33

This week on The Nick Halaris Show we are featuring Danielle DiMartino Booth, the CEO and Chief Strategist at QI Research. She is an economist, thought leader, and former Federal Reserve insider, the author of Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America and The Daily Feather newsletter, and one of the most widely followed, most respected voices in global economics and finance. I wanted to have Danielle on the show to get her take on what's happening in the economy and explore her provocative ideas on why the Fed may be bad for America. As I've been interviewing investors and economists on the show, I keep hearing over and over how it's the Fed that is responsible for many of our big problems, whether it's the debt itself, our wealth inequality problem, or inflation. I've been following Danielle, who is a former Fed insider, for years so I knew she would have a lot to say about all this and she did not disappoint. Tune in to this eye-opening episode to learn:- Why there is a growing disconnect between the stock market and the real economy - Why the Fed may be in the midst of yet another policy mistake - The role that (perhaps, deliberately) inaccurate economic data plays in distorting incentives and impairing the health functioning of our capitalist system- How the Fed's desire to pass regulatory reforms aimed at the shadow banking sector may be influencing its current higher-for-longer policy stance- How the Fed has become more and more politicized and why we should care about that- & Much, much moreStay tuned to the end to hear why Danielle believes that the key first step to right the ship is for ordinary Americans to focus seriously on personal financial literacy and responsibility (i.e. living within our means instead of relying more and more on debt to fuel consumption). Danielle also discusses why Chair Powell deserves our respect for his steadfast commitment to Fed independence and why we should be cheering him on to stay the course.As always, I hope you all enjoy this episode. Thanks for tuning in! Love this episode? Please rate, subscribe, and review on your favorite podcast platform to help more users find our show.

The Power and Importance of Financial Literacy with Danielle DiMartino

KnowThyBrand - Championing gender inclusion in business

Play Episode Play 32 sec Highlight Listen Later Mar 19, 2024 33:18

In this episode, Danielle Di Martino, CEO and chief strategist at QI Research, delves into the critical importance of financial literacy and inclusion. Drawing from her own journey, Danielle highlights the underrepresentation of women in finance and stresses the necessity of empowering them through financial education.Topics covered in this episode: Importance of financial literacy and inclusionGender disparities in financeChallenges and advice for women in financePromoting financial literacy through accessible resourcesEducating young people about money managementAdvocacy for incorporating financial literacy into school curriculaConnect with Danielle on Twitter and make sure you take a look at her new book Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America

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Danielle DiMartino Booth & Jim Bianco: Danielle DiMartino Booth & Jim Bianco: Recession or "No Landing," Rate Cuts, & Bitcoin vs ETFs

Coin Stories

Play Episode Listen Later Feb 15, 2024 67:32 Very Popular

In this episode with macro strategists Danielle DiMartino Booth and Jim Bianco we discuss: Latest inflation data vs. 'truflation' Danielle says we're in recession, Jim says we're in a "no landing" scenario Remote work, wage growth, and AI's impact on jobs Extreme wealth concentration Will the Fed cut rates? Why are stocks booming when rates are still high? Government spending and national debt Powell's legacy, the election year economy Bitcoin and the spot Bitcoin ETFs ---- Danielle DiMartino Booth is CEO and Chief Strategist for QI Research, an independent research firm. She spent 9 years at the Federal Reserve Bank of Dallas as Advisor to President Richard W. Fisher throughout the financial crisis until he retired in 2015. She's the author of "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America." Danielle's research firm: https://quillintelligence.com Follow Danielle on X https://x.com/DiMartinoBooth Jim Bianco is President and Macro Strategist at Bianco Research. His wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy. Jim's firm: https://www.biancoresearch.com/visitor-home/ Follow Jim on X: https://twitter.com/biancoresearch ---- Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com. ---- Natalie's Promotional Links: Buy Bitcoin, secure it through multisig Collaborative custody, start a Bitcoin IRA or take out a Bitcoin loan with UNCHAINED: https://unchained.com/?utm_campaign=natalie promo code Natalie Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at https://b.tc/conference Get 5% off your Bitcoin cold storage solutions at Coinkite, including the Coldcard wallet: https://store.coinkite.com/promo/COINSTORIES https://bitcointreasuries.net/ is the best and most up-to-date source of Bitcoin holdings by publicly traded companies, ETFs, governments and other entities. It is community maintained, and you can be a contributor. Check out the amazing graphs! 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 Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell ---- 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

#143: Danielle DiMartino Booth On The Jobs Market, The Economy, And Why The Recession Already Started

Play Episode Listen Later Feb 13, 2024 26:28

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 143. In this episode, Danielle provides an update on the economy, highlighting the challenges faced by the job market and the increase in layoffs. She discusses the impact of the white collar recession and the decline in net worth for high-income individuals. DiMartino Booth also shares her insights on the market performance and the Federal Reserve's approach to interest rates. She suggests a question for Fed Chair Powell regarding the regulatory changes and their impact on the financial system. Additionally, DiMartino Booth emphasizes the importance of backlogs as an indicator and discusses the current state of the economy in an election year. 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 Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 Takeaways The job market is facing challenges, with layoffs increasing and the demand for labor collapsing. The current recession can be characterized as a white collar recession, with high-income individuals experiencing a decline in net worth. The market performance is driven by the anticipation of Federal Reserve rate cuts, but the timing and extent of these cuts are uncertain. Backlogs serve as an important indicator of the economy, reflecting pent-up demand and potential future trends. The upcoming election is crucial, and voters should be aware of the government's spending and the importance of their vote. Timestamps 00:00 Introduction and update on the economy 03:08 Job market and layoffs 08:25 White collar recession 10:03 Market performance 15:06 Outlook for interest rates 17:19 Question for Fed Chair Powell 18:41 The importance of backlogs as an indicator 20:05 Recession 21:34 Journalism background and Warren Buffett 24:00 Parting thoughts

Avalanche of Job Losses, FED Driving Economy into Recession with Danielle DiMartino Booth

WTFinance

Play Episode Listen Later Feb 9, 2024 26:13

Interview recorded - 5th of February, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research, a research and analytics firm.During our conversation we spoke about Danielle's thoughts on the markets, what the recent job losses mean for the economy, whether the economy is currently on its last legs, could commercial real estate be another credit event catalyst and what this means for the FED in 2024. I hope you enjoy!0:00 - Introduction1:30 - What is Danielle thoughts about the economy?3:55 - Already in a recession?4:45 - Where will interest rates go?6:00 - Is Powell making a mistake?7:00 - US going the way of China?8:40 - A job hasn't been created until February 2023?12:20 - Will Powell make bigger cuts?14:10 - Is Powell looking at leading indicators?14:52 - Any unique data points?15:50 - Commercial Real Estate - a catalyst for another credit event?18:40 - What would Danielle do as Chairperson of the FED?20:43 - Cut interest rates while continuing QT?22:22 - Which assets could perform during 2024?25:00 - One message to takeaway from conversation?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

TDI Podcast: Ai-Ai-O (852)

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jan 21, 2024 69:25

And on that server farm there was a chip - Ai-Ai-O Guests John Pugliano and Danielle Dimartino Booth are this week's guest - talking about the only two things that seem to matter - The Fed and Ai. Follow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human's Survival Guide to Profiting in the Age of Automation. He's also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles. John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State. Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm. 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 asBloomberg, 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. Follow @DiMartinoBooth Check this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth Strategy Stocks discussed this week - (MSFT), (IBIT), (AMD), (NVDA), (AMZN), (INTC)

Danielle DiMartino Booth: The Fed's Sins Are Finally Going To Catch Up With Us In 2024

Play Episode Listen Later Dec 7, 2023 54:40

Many of the guests appearing on this program recently, though perhaps none more than I, have warned that the Lag Effect will eventually catch up with the economy. That the tighter monetary conditions, the higher cost of capital, the rising lending standards -- are all increasing the gravitational force pulling downwards on economic growth. That at some point, "something important, or multiple somethings, will start to break" Is that indeed the likely scenario from here? And if so, is 2024 likely to be the year the Lag Effect arrives in force? To find out, we're fortunate to speak today with 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" Follow Danielle at https://dimartinobooth.substack.com/ or at https://qiresearch.com/ Or on X/Twitter at @dimartinobooth SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes form this interview with Danielle, plus all the other recent experts who have appeared on this channel #federalreserve #inflation #recession

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TDI Podcast: DiMartino's Hail Mary (#840)

Play Episode Listen Later Oct 29, 2023 53:14

Only one sector up for the month – it will surprise you. GDP is what? Who says the economy is slowing? Margins and earnings – a look inside. And our guest this week - Danielle Dimartino Booth Register for the November 15th, 2024 Webinar Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm. 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 asBloomberg, 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. 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: (TGT), (WMT), (SPY), (AMZN)

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

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...

#109 Danielle DiMartino Booth: 'It's Clear That The U.S. Economy Is In A Recession If It Wasn't For Everything That Uncle Sam Is Either Spending Or Fudging'

Play Episode Listen Later Oct 10, 2023 28:10

Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 109. In this episode, DiMartino Booth argues that the U.S. economy would already be in recession if it weren't for the government's spending. 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 Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655 The Julia La Roche Show is produced by Marlinski Media: https://www.marlinskimedia.com/ Timestamps: 00:00 - Welcome Danielle DiMartino Booth to the show 1:06 - Macro outlook on the economy, discussion on job market and revisions 3:56 U.S. economy is clearly in a recession if it weren't for government spending 6:30 - Discussion on the Federal Reserve and the higher for longer regime 9:20 An about-face for equity investors 11:46 - Conundrum for RIAs 15:22 - Biggest risk is in middle portion of commercial real estate and corporate debt 17:30 - Exchange Traded Funds (ETFs) and a passive investing bubble? 18:27 - Discussion on Federal Reserve's zero bound interest rate policy 22:30 - Geopolitical risks following an attack in Israel 24:30 - US deficit at wartime levels, fiscal responsibility and potential long-term consequences 26:30 - Conclusion

Danielle DiMartino Booth: Economic Storm and Debt Collapses Approaching

Coin Stories

Play Episode Listen Later Aug 30, 2023 44:33

Danielle DiMartino Booth is CEO and Chief Strategist for QI Research, an independent research firm. She spent 9 years at the Federal Reserve Bank of Dallas as Advisor to President Richard W. Fisher throughout the financial crisis until he retired in 2015. DiMartino Booth's work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. She's also the author of "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America." DiMartino Booth earned her BBA at the University of Texas at San Antonio, holds an MBA in Finance and International Business from the University of Texas at Austin, and an MS in Journalism from Columbia University. Danielle's research firm: https://quillintelligence.com -- Follow Danielle on X https://x.com/DiMartinoBooth -- Partners: Coin Stories is powered by Swan Bitcoin the best way to build your Bitcoin stack with automated Bitcoin savings plans and instant purchases. Swan serves clients of any size, from $10 to $10M+. Visit https://www.swanbitcoin.com/nataliebrunell for $10 in Bitcoin when you sign up. If you are planning to buy more than $100,000 of Bitcoin over the next year, the Swan Private team can help. — BITCOIN AMSTERDAM is just around the corner. The biggest Bitcoin conference in Europe will host incredible speakers including Edward Snowden, Stella Assange, Adam Back and more. Get your tickets at b.tc/conference and use the code HODL for at least 10% off both Bitcoin Amsterdam and Bitcoin Nashville 2024 which will be held next July 25-27. — Fold is the best Bitcoin rewards debit card and shopping app in the world. Earn Bitcoin on everything you purchase with Fold's Bitcoin cash back debit card, and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie and for a limited time you can get 10,000 satoshis when you sign up for Fold and Fold+ and spend $20 on the card. — I'm proud to partner with Coinkite, your go-to tech company for top-notch Bitcoin custody solutions. The ColdCard wallet offers a safe haven for your Bitcoin, securely storing your digital assets offline. Coinkite recently introduced Tapsigner, an NFC wallet key ideal for easily setting up multisig wallets or Satscard, the best gift you can give to someone brand new to Bitcoin. And keep an eye on the Bitcoin sphere with the BlockClock, a custom desk clock displaying real-time Bitcoin blockchain stats. Coinkite's mission? Making Bitcoin user-friendly while championing decentralization. Remember, your financial control matters. Check out Coinkite's offerings, and take the step towards accessible Bitcoin management. Get 5% off using my link: https://store.coinkite.com/promo/COINSTORIES — CrowdHealth offers the Bitcoin alternative to health insurance. Instead of sending money to a fiat health insurance company, save it and help crowdfund the Bitcoin community's medical care. When someone in the community has a health need, you help them out directly. And if you need care, CrowdHealth negotiates down your medical bill (lower than what insurance would be) and the community helps you cover it. https://www.joincrowdhealth.com/natalie to sign up. The Orange Pill App is building the social layer for Bitcoin and creating opportunities for in-person connections and building community. Connect with HODLers and Bitcoin events based on your location. Download The Orange Pill App and get more information at https://www.TheOrangePillApp.com. -- OTHER RESOURCES Natalie's website https://talkingbitcoin.com/ -- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories BTC wallet bc1ql8dqjp46s4eq9k3lxt0lxzh6f2wcu35cl6944d -- FOLLOW NATALIE ON SOCIAL MEDIA Twitter https://twitter.com/natbrunell Instagram https://www.instagram.com/nataliebrunell Linkedin https://www.linkedin.com/in/nataliebrunell -- PRODUCER: Aron Bender https://www.linkedin.com/in/aron-bender/ -- DISCLAIMER This show is for entertainment purposes only and does not give financial advice. Before making any decisions consult a professional. #bitcoin #cryptocurrency #money

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

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,

TDI Podcast: Booth on Resiliency (#810)

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)

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

Gold Goats 'n Guns Podcast

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,

Episode #133 -- Danielle Dimartino Booth and Why the Fed Put Has to Die

Play Episode Listen Later Feb 14, 2023 43:17

Quill Intelligence Chief Strategist Danielle Dimartino Booth joins me for a peak into the culture of the Federal Reserve and what is driving FOMC Chair Jerome Powell to pursue the most aggressive rate hike cycle in the Fed's 110 year history. The result isn't sexy, but it is fascinating.Show Notes:Quill IntelligenceDanielle on TwitterDanielle's Book, Fed Up: An Insider's Take on Why the Federal Reserve Is Bad for AmericaTom's Tweet - Eurodollar Futures Curve

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

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.

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

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)

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)

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

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)

Danielle DiMartino Booth: When Will Powell Pivot?

Play Episode Listen Later May 25, 2022 31:12

Tom welcomes back Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence, a research, and analytics firm. Danielle discusses the U.S. government's approach to dealing with inflation which includes raising taxes. Should this administration push forward with these plans then consumers will be hit hardest. These measures aren't likely to pass until next year assuming the Democratic party doesn't all but collapse this fall. She discusses how far astray the current administration and congress have been from following the law. Powell has been sounding quite tough in recent weeks. Had there not been a politically driven Fed leadership crisis rates would probably have been higher. Powell seems more resolute since being re-appointed. It will be interesting to see how far Powell will push the credit markets. Dealing with supply-side inflation is extremely difficult for the Fed because they simply don't have the tools. Powell is able if he chooses to break the back of the housing markets. Housing, however, is a lagging measure that will push CPI numbers higher. We're going to see dis-inflation first in discretionary purchases which will lower monthly CPI prints. The numbers indicate a global recession will arrive during 2022 which will translate into demand destruction for oil. Energy companies have been reluctant to reinvest profits since they are concerned about potential political risks. Danielle discusses what Powell may need to see to pivot his approach. Should economic problems become systemic that would likely be the point. She notes that the current Fed is open to a significant decline in equities. Lastly, she discusses the dynamics of the housing market and notes the intense speculation in these markets. A recession may create a lot of pressure on housing. There is a lot of leverage in the housing markets but they are mostly in the hands of investors. The downside is building for housing. Population growth rates determine the housing needs but right now it looks like we may be in for glut of supply. Time Stamp References:0:00 - Introduction0:46 - Tax Hikes & Inflation3:27 - Powell Confirmation7:33 - Easing Inflation?8:59 - Yearly CPI Numbers12:30 - Energy Investment14:14 - Energy Prices & CPI15:18 - FED Leadership16:58 - When Powell Pivot?18:19 - Unemployment Rates?19:17 - Better Metrics?20:48 - Equities & Risk22:00 - Neg. Wealth Effects23:26 - A Big Question25:40 - Housing Risks?28:47 - Supply & Demand30:15 - Wrap Up Talking Points From This Episode U.S. administrations' approach to fixing inflation by raising taxes?What factors will cause Powell to pivot.CPI metrics and why supply-side problems are difficult for the Fed to fix.Housing markets and potential downside factors. 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 a 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,

#144: Danielle DiMartino Booth: The Fed, Inflation and Housing Market walk into a Bar...

Value Add With K&K

Play Episode Listen Later Feb 10, 2022 66:09

On this episode of #TheGetInTheCashFlowGame, Danielle DiMartino Booth, Federal Reserve insider and iconic author of, "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America" discusses: [5:31] - Danielle's Background [10:13] - Kids asking about Economics at Home [11:52] - Growing up in Economics [21:34] - Her thoughts on the Rate Environment ... "The Snowball Effect" [26:44] - The Conversations she would have at the Fed [32:54] - What Danielle Focuses on in the Data she see DAILY [37:28] - General Population "Cash Unawareness" [47:55] - Foreign Workers + Job Market Changing [51:00] - Her Thoughts on Digital Currency [1:01:18] - Outlook for 2022 About Danielle: Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill. 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, 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. You can find out more about Danielle DiMartino Booth at: Website Twitter Youtube LinkedIn Instagram Want to purchase her book? Here is where: Amazon Want to Learn More about Get in the Cashflow Game at: Website: https://getinthecashflowgame.com Instagram: https://www.instagram.com/getinthecashflowgame/ Youtube: https://www.youtube.com/channel/UCKCq8ChflxF7qWPfV395eag Facebook: https://www.facebook.com/getinthecashflowgame You can find more information about Kenny Simpson at: Website: https://www.simpsonmortgage.com Instagram: https://www.instagram.com/kennybsimpson/ Facebook: https://www.facebook.com/Kenny-Simpson-111871733890408 You can find more information about Krystle Moore at: Instagram: https://www.instagram.com/krystlerosemoore/ Website: www.pacificshorecapital.com Instagram: https://www.instagram.com/pacificshorecapital/ Facebook: https://www.facebook.com/Krystle-Moore-273576823172681 Facebook: https://www.facebook.com/PacificShoreCapital Learn more about your ad choices. Visit megaphone.fm/adchoices

TDI Podcast: What?? A UBI Test Drive? (#745)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 19, 2021 42:23

Investors panic to cover shorts, then panic sell. Turkey drops rates again, market plunges The Fed, The Fed and The Fed - - and our guest, Danielle DiMartino Booth takes us through the implications of the Fed's recent decision. 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 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. Follow @DiMartinoBooth Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (PTON), (DOCU), (ZM), (QQQ), (TLT)

Danielle DiMartino Booth: Market Chaos, FED Zombie Companies, and Economic Scarring

The Jay Martin Show

Play Episode Listen Later Jul 25, 2021 28:02

Jay is joined by Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm. 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 more. 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 2015. She joins Jay to discuss a variety of topics, including navigating market chaos, investing in 2021, keeping your silver & gold, and currencies. She believes FED created zombie companies that survive off of life support and prevent new companies from being born. She posits that consumer spending will not go up, and discusses the impacts that business-travel related industries will suffer as people continue to prove what was once done in airports and hotels can be done from the comfort (and personal expense) of your own home. Slides referenced in this episode can be found here: https://www.jaymartin.club/ddb-slides You can keep up with Danielle on Twitter, @DiMartinoBooth, and don't forget to pick up a copy of her book, Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America. Join our investment community and sign up for our free weekly newsletter at cambridgehouse.com. Keep up with Jay all over social media @jaymartinbc. Be sure to leave a review, rate us 5 stars, and follow the podcast to be notified of new episodes each week.

Breaking Down The Bitcoin Drop (Podcast)

Play Episode Listen Later May 19, 2021 29:18

Bloomberg Intelligence Commodity Strategist, Mike McGlone discusses the Bitcoin plunge. Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, former adviser at the Dallas Federal Reserve, Bloomberg Opinion contributor, and author of "FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America," gives her outlook on inflation and what she expects from the Fed minutes. Tai Lopez, Executive Chairman of Retail E-commerce Ventures (REV), discusses the retail landscape. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his outlook on the markets. Hosted by Paul Sweeney and Matt Miller.

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Episode 30: My Conversation with Danielle DiMartino Booth

The Think For Yourself Podcast

Play Episode Listen Later May 5, 2021 61:10

In this episode, I speak with Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence. Danielle is a former Advisor to Federal Reserve Bank of Dallas President Richard Fisher and spent almost a decade thinking about financial stability and the efficacy of unconventional monetary policy. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America. Danielle also has experience on Wall Street and worked for both Credit Suisse and DLJ. [RECORDING DATE: February 25, 2021] If you find value in these conversations, please consider joining the THINK FOR YOURSELF community. All supporters are invited to participate in the live conversations and are given an opportunity to interact with my guests. More information is available at www.patreon.com/mansharamani

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Danielle DiMartino Booth: Inflation Hitting from Every Angle

Fed Watch - Bitcoin and Macro

Play Episode Listen Later Apr 24, 2021 30:30

Tom welcomes back Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence, a research, and analytics firm. America is a very indebted country, including American households, corporations, and the national debt itself. Servicing all this debt is only possible because the Fed has been able to keep bond yields near zero. She outlines some of the inflation and trade problems last year combined with the massive amounts of stimulus. Stimulus programs and extended unemployment benefits have resulted in rising home prices, vehicle prices, and a considerable spike in revolving credit card debt. A year ago, we had millions of hospitality jobs lost, and she believes there will be other adverse effects on wages. People are staying out of the workforce because of various unemployment benefits, resulting in unintended consequences for businesses. Danielle discusses some of the systemic issues with the CPI. Certain hedonic adjustments may be valid, but they are under-reporting health and housing expenses. Solving debt with more debt is probably not the optimal strategy. The Fed could have taken advantage of the pandemic to use QE; instead, they bailed out the bond markets. They should have used the crisis to purge inefficient and over-leveraged zombie corporations. Monetary policy widens the inequality in the system, and the Fed's tools are too broad. These policies only exacerbate the problem by flooding wealth into the top percentile. Danielle outlines possible negative effects of central bank digital currencies and why the Fed is reluctant due to dollar risks. Globally, there has been a slow move away from the dollar, but it still the leading trade currency. Janet Yellen, as Treasury head, is a problem because she is inadvertently helping Wall Street. Janet believes in trickle-down economics, and if he decides to deploy direct helicopter money, this could be very inflationary. Further stimulus programs this year will result in political blowback. Lastly, Danielle is concerned with the Biden administration's lack of communication skills. Insider selling is through the roof over concerns about higher taxes. What happens if everyone tries to head for an exit. Time Stamp References:0:00 - Introduction0:34 - Bond Yields1:45 - Inflation & Wages8:44 - CPI Metrics10:23 - Inflation Hedges13:10 - General Risks15:17 - Alternate Paths?17:39 - Wealth Inequality19:16 - Digital Dollar23:05 - Janet Yellen26:52 - Capital Gains Taxes28:50 - Historical Wisdom29:52 - Wrap Up Talking Points From This Episode Debt, Leverage, and Bond Yields.Stimulus and Employment Problems.Price to Earnings and Systemic Risk.Central Bank Digital Currencies and Dollar Concerns. Guest Links:Twitter: https://twitter.com/DiMartinoBoothWebsite and Newsletter: https://quillintelligence.com/ 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,

#120 Danielle DiMartino Booth

State of the Markets

Play Episode Listen Later Apr 4, 2021 46:20

#120 Danielle Di Martino Booth Recorded 29th March 2021 https://twitter.com/DiMartinoBooth Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill. 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. To sign up for her daily newsletter, The Daily Feather, please go to quillintelligence.com. Discount code: QuillMarch2021 Media picks/links discussed: NFTs – SNL: https://youtu.be/mrNOYudaMAc State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

Fed Insider Reveals What’s Really Going On w/ Danielle DiMartino Booth - FED 18

Play Episode Listen Later Dec 7, 2020 43:43

Danielle DiMartino Booth Bio CEO & Chief Strategist, Quill Intelligence https://quillintelligence.com/ The author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America Worked at the Fed, advisor to Dallas President Richard W. Fisher during the GFC Other topics covered this week: FOMC statement from last week https://www.federalreserve.gov/newsevents/pressreleases/monetary20200729a.htm FOMC holds policies steady. Places all blame on the virus. The virus has its own dual mandate here 1) distract from systemic weakness and failures 2) help manipulate sentiment, hopefully sentiment will recover as virus pressures abate ECB and Bundesbank view Germany’s Constitutional Court’s demands met http://archive.vn/S6vAN Euro spike discussed in context of a longer recession

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Bitcoin Bull and Fed Bear - Michael Saylor and Danielle DiMartino Booth - E33

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Oct 14, 2020 100:04

Michael Saylor is CEO of MicroStrategy, a publicly-traded business intelligence company. Michael burst onto the Bitcoin scene when he put MicroStrategy onto a Bitcoin standard by converting nearly all of the company treasury to Bitcoin with a $450 MILLION buy over the past few months. Michael, welcome to Swan Signal Live. Danielle DiMartino Booth is a former Fed insider, she was a right-hand analyst for Dallas Fed President Richard Fisher during the 2008 financial crisis. Through that experience, she came to call out monetary malpractice at the Fed in her book Fed Up: An Insider's Take on Why the Federal Reserve is Bad. She now runs her own research firm, Quill Intelligence. Danielle, really appreciate your taking the time to join us today.Summary:0:00 Introduction2:49 Danielle's thoughts on Bitcoin7:07 Michael's view on central banks and Maco10:52 Are we in a currency collapse?20:20 Real estate as a store of value27:09 Onset of the virtual wave31:16 How does monetary policy affect company decisions?33:58 Zombie Companies and the deflationary transition.41:43 Bitcoin as a force for good in the world45:38 Congress waking up to the role of the Fed52:30 Bitcoin on company balance sheets54:05 History of Bitcoin57:57 Thoughts on Inflation and CPI1:01:43 Do companies take on dollar-debt to buy Bitcoin?1:09:02 BItcoin energy usage1:12:01 Bitcoin quantum computer1:13:36 People of Bitcoin1:20:11 Which big company buys Bitcoin next?1:23:38 Bitcoin gives people hope and an exit strategy.1:31:25 Michael Saylor hype video1:33:00 Video response and appreciation for early Bitcoiners.Swan Signal Live pairs great guests for compelling discussions about Bitcoin and economics. Subscribe and turn on notifications for more content from one of the best Bitcoin channels on YouTube. Find the audio podcast at https://swansignalpodcast.comConnect with Swan on social media:Twitter: https://twitter.com/SwanBitcoinTelegram: https://t.me/swansignalLinkedIn: https://www.linkedin.com/company/swan...Connect with Danielle on social media: https://twitter.com/DimartinoBoothConnect with Michael Saylor on social media: https://twitter.com/Michael_saylorSwan Signal Live is a production of Swan Bitcoin, the best way to accumulate Bitcoin through automatic recurring buys at https://swanbitcoin.com.Get paid to recruit new Bitcoiners: https://swanbitcoin.com/enlist

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Danielle DiMartino Booth: Socialism Coming to America

Play Episode Listen Later Oct 3, 2020 23:56

Tom welcomes Danielle DiMartino Booth back to the program. Danielle is the CEO and Chief Strategists for Quill Intelligence, a research, and analytics firm. Danielle discusses the rapidly growing debt paradigm and why the Fed believes they can increase debt faster and faster without consequence. Now they need Congress to pass additional stimulus programs to maintain the system. These stimulus programs keep the stock markets levitated while the idea of "Don't fight the Fed" is suppressing and stifling competition and innovation. Today, the country that grows it's balance sheet the fastest can also devalue their currency the quickest. The worst-case scenario is stagflation, and in that environment, gold heads higher but buying power declines rapidly. She outlines the risks of throwing money at people who aren't working. There is a spiral of demand destruction that will lead to losses in higher-end jobs, further reducing consumption. Tensions are building in the United States, and mortgage delinquencies are going to go through the roof. Many of Washington's decisions are due to the elections, and those actions will be tough to reverse. This will likely lead to some form of permanent universal basic income. Americans will naturally be okay with UBI unless presented with an alternate plan such as massive infrastructure spending. Time Stamp References:1:15 - Trajectory of debt growth.2:30 - Fed needing congress to issue stimulus.5:20 - Countries, debts, currencies, a race to the bottom.7:20 - Stagflation risks.9:10 - Demand destruction and high-end jobs.11:40 - Forebearance and foreclosures.13:08 - Mortgage lending standards.14:40 - Home equity and stocks.15:40 - Overpaying with stimulus.16:40 - Disposable income is up.18:00 - Japan after WW2.20:40 - Deflation will continue.22:00 - Uncharted territory. Talking Points From This Episode Rapidly growing debt and more stimulus.Currency race to the bottom.Demand destruction and fewer jobs.Risk of stagflation and widespread foreclosures. 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 ? 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. 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 Journalis...

Danielle DiMartino Booth: Socialism Coming to America

america ceo federal reserve bank bloomberg opinion danielle dimartino booth barry ritholtz quill intelligence fed up an insider

Play Episode Listen Later Oct 3, 2020 23:56

Tom welcomes Danielle DiMartino Booth back to the program. Danielle is the CEO and Chief Strategists for Quill Intelligence, a research, and analytics firm. Danielle discusses the rapidly growing debt paradigm and why the Fed believes they can increase debt faster and faster without consequence. Now they need Congress to pass additional stimulus programs to maintain the system. These stimulus programs keep the stock markets levitated while the idea of "Don't fight the Fed" is suppressing and stifling competition and innovation. Today, the country that grows it's balance sheet the fastest can also devalue their currency the quickest. The worst-case scenario is stagflation, and in that environment, gold heads higher but buying power declines rapidly. She outlines the risks of throwing money at people who aren't working. There is a spiral of demand destruction that will lead to losses in higher-end jobs, further reducing consumption. Tensions are building in the United States, and mortgage delinquencies are going to go through the roof. Many of Washington's decisions are due to the elections, and those actions will be tough to reverse. This will likely lead to some form of permanent universal basic income. Americans will naturally be okay with UBI unless presented with an alternate plan such as massive infrastructure spending. Time Stamp References:1:15 - Trajectory of debt growth.2:30 - Fed needing congress to issue stimulus.5:20 - Countries, debts, currencies, a race to the bottom.7:20 - Stagflation risks.9:10 - Demand destruction and high-end jobs.11:40 - Forebearance and foreclosures.13:08 - Mortgage lending standards.14:40 - Home equity and stocks.15:40 - Overpaying with stimulus.16:40 - Disposable income is up.18:00 - Japan after WW2.20:40 - Deflation will continue.22:00 - Uncharted territory. Talking Points From This Episode Rapidly growing debt and more stimulus.Currency race to the bottom.Demand destruction and fewer jobs.Risk of stagflation and widespread foreclosures. 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 ? 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. 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 Journalis...

Quoth the Raven #223 - Danielle DiMartino Booth

Quoth the Raven

Play Episode Listen Later Sep 25, 2020 65:02

Danielle and I talk the the origins of Covid, why China shouldn't be taken lightly and how badly the Fed is prying open the inequality gap. Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC. 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. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: https://www.paypal.me/qtrresearch You can join my e-mail list here and visit my website at www.quoththeravenresearch.com for all of my content. QTR MERCH is also now available here. You can also follow me on YouTube, Twitter, and Instagram. THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast: Biggest Patron Donors JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock Sang Lucci Trading - the 3LT playbook - also, the SL Master Course Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive Ken R Chris Bede - Twitter: @cbede Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti Creighton Titus Longest Running Supporters Max Mulvihill - Since 2/2018 Kyle Thomas - Since 4/2018 Chris Bede - Since 5/2018 Dariusz Kordonski - Since 5/2018 Chris Gerrard - Since 5/2018 All podcast content is subject to this disclaimer. Chris is not an investment adviser. QTR is long gold and silver. Listeners should always speak to their personal financial advisers. Please leave me alone.

FED Watch - “Fed Insider Reveals What’s Really Going On (w/ Danielle DiMartino Booth)” - FED 18

Bitcoin Magazine

Play Episode Listen Later Aug 5, 2020 43:43

Danielle DiMartino Booth Bio CEO & Chief Strategist, Quill Intelligence https://quillintelligence.com/ The author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America Worked at the Fed, advisor to Dallas President Richard W. Fisher during the GFC Other topics covered this week: FOMC statement from last week https://www.federalreserve.gov/newsevents/pressreleases/monetary20200729a.htm FOMC holds policies steady. Places all blame on the virus. The virus has its own dual mandate here 1) distract from systemic weakness and failures 2) help manipulate sentiment, hopefully sentiment will recover as virus pressures abate ECB and Bundesbank view Germany’s Constitutional Court’s demands met http://archive.vn/S6vAN Euro spike discussed in context of a longer recession

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BSP 065: Fed Up by Danielle DiMartino Booth

Best Seller Podcast

Play Episode Listen Later Jul 13, 2020 21:07

Danielle DiMartino Booth, author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America, talks about how the Federal Reserve should be “upended” and rebuilt from the inside out so it can benefit more people, not just Wall Street. The book is a candid tale from an insider’s perspective on how the Fed impacts everything Americans do, and aims to connect the dots, in layman’s terms, so that every generation — from millennials to baby boomers, understands the intricacies of the financial industry. DiMartino says that the financial crisis didn’t generate enough lessons for the government or Wall Street, but that, “the time has come to question orthodoxy.” DiMartino hopes the new administration can fill two current open seats at the Fed Board that will hopefully, reintroduce dissent. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Quoth the Raven #203 - Danielle DiMartino Booth

Quoth the Raven

Play Episode Listen Later Jun 19, 2020 119:08

Danielle and I talk the Fed, the coronavirus/Covid-19 crisis, the effect on the economy, common sense, the political landscape heading into 2020 and learning to enjoy hugging each other once again. Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC. 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. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. YouTube does not let me monetize my videos on the site and the podcast is full time work which will never have ads in the middle of it. If you enjoy the content, please support the QTR Podcast in any or all of the following ways: A small recurring donation via: Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: https://www.paypal.me/qtrresearch You can join my e-mail list here and visit my website at www.quoththeravenresearch.com for all of my content. QTR MERCH is also now available here. You can also follow me on YouTube, Twitter, and Instagram. THANK YOU TO ALL OF MY KIND PATRONS. Please show love to those who support the QTR Podcast: Biggest Patron Donors JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion The Trader's Path - no BS trading service - Twitter: @PLHStock Sang Lucci Trading - the 3LT playbook - also, the SL Master Course Corvus Gold - http://www.corvusgold.com Investors Underground - day trading community - Twitter: @investorslive Ken R Chris Bede - Twitter: @cbede Nicholas Parks Matthew Zimmer J Mintzmyer - Twitter: @mintzmyer Russ Valenti - Twitter: @russellvalenti Creighton Titus Longest Running Supporters Max Mulvihill - Since 2/2018 Kyle Thomas - Since 4/2018 Chris Bede - Since 5/2018 Dariusz Kordonski - Since 5/2018 Chris Gerrard - Since 5/2018 All podcast content is subject to this disclaimer. Chris is not an investment adviser. Listeners should always speak to their personal financial advisers

606: Danielle DiMartino Booth: Global Pandemic, Health Crisis, Lockdowns, What Comes Next

Cashflow Ninja

Play Episode Listen Later Jun 12, 2020 32:54

My guest in this episode is Danielle DiMartino Booth. Danielle is the 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 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. Interview Links: Danielle DiMartino Booth Resources: Create A Strategy Become The Bank Join Our Community

Danielle DiMartino Booth on What’s Wrong With the Fed

Masters in Business

Play Episode Listen Later Feb 27, 2020 94:16

Bloomberg Opinion columnist Barry Ritholtz interviews Danielle DiMartino Booth, author of “Fed Up: An Insider’s Take on Why the Federal Reserve Is Bad for America.” She spent nearly a decade at the Federal Reserve Bank of Dallas, where she acted as adviser to the president, before founding the research firm Quill Intelligence, where she now serves as CEO and chief strategist. She also contributes analysis to Bloomberg Opinion.

An Insider's View on the Fed and Global Economic Trends

CFA Institute Take 15 Podcast Series

Play Episode Listen Later Nov 13, 2019 14:56

In episode #386, Danielle DiMartino Booth, CEO and director of intelligence at Quill Intelligence LLC, a research and analytics firm, and author of FED UP: An Insider’s Take on Why the Federal Reserve Is Bad for America, tells us what, if anything, has changed since she wrote her book and shares her views on macro risks to global economic growth, the data she watches most closely, and whether millennials can grow the US economy.

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7 AM Hour 5-10-19 Danielle DiMartino Booth, a global thought leader on monetary policy and economics and author of FED UP: An Insider's Take on Why The Federal Reserve is Bad For America

The Joe Piscopo Show

Play Episode Listen Later May 10, 2019 54:35

See omnystudio.com/listener for privacy information.

america economics federal reserve monetary policy global thought leaders danielle dimartino booth fed up an insider

Episode 47: Danielle DiMartino Booth

CEO Money with Michael Yorba

Play Episode Listen Later Apr 17, 2019 14:41

Danielle DiMartino Booth is a global thought leader on monetary policy, economics and finance. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017). FED UP rose to #22 on Amazon’s Best Seller List.DiMartino Booth founded Money Strong LLC in 2015. Through her economic consultancy, she has published a weekly newsletter for 140 consecutive weeks. Her writings are regularly featured on Linked In, Seeking Alpha, Nasdaq, Talk Markets and dozens of other websites. In affiliation with Gartman Media, DiMartino Booth also publishes a weekly newsletter subscribed to by institutional investors.DiMartino Booth is a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Bloomberg Radio, Fox News, Fox Business News and other major media outlets.Prior to Money Strong, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher until his retirement in March 2015. She continues to research, write and speak on the financial markets, focusing recently on the ramifications of credit issuance and how it has driven global fixed income, equity and real estate market valuations. Sounding an early warning about the housing bubble in the 2000s, DiMartino Booth has earned a reputation for making bold predictions based on meticulous research and her unique perspective honed from years of experience in central banking and on Wall Street. 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.For more information visit: https://quillintelligence.com/http://dimartinobooth.com/

Behind the Markets Podcast: Danielle DiMartino & David Keller

Behind the Markets Podcast

Play Episode Listen Later Mar 8, 2019 54:09

Show from 3/8/19In this episode of Behind the Markets host Liqian Ren and Jeremy Schwartz talk to Danielle DiMartino of Quill Intelligence. She offers up a sobering, unique opinion on the February Jobs Report. Plus they discuss fed policy, interest rates, and European markets. Then they discuss behavioral finance and investment strategy with the president and chief strategist at Sierra Alpha Research LLC. Tune in!Guests:Danielle DiMartino - Booth is CEO and Director of Intelligence for Quill Intelligence, a new research and analytics firm. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for AmericaFollow her on Twitter: @DiMartinoBoothHer book: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655Visit her website: https://dimartinobooth.com/bio/David Keller - President and Chief Strategist at Sierra Alpha Research LLC, a boutique investment research firm focused on managing risk through market awareness.Follow him on Twitter: @DKellerCMTCompany website: https://www.marketmisbehavior.com/ See acast.com/privacy for privacy and opt-out information.

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EM Optimism Has Been Overblown: Brown Brothers' Thin

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 20, 2019 28:39

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses how markets were ahead of analysts on the current earnings recession. Shahien Nasripour, reporter for Bloomberg, on how Deutsche Bank weighed restructuring Trump loans on fear of default risks. Hosted by Abramowicz and Paul Sweeney.

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8 AM Hour 1-10-19 Danielle DiMartino Booth, a global thought leader on monetary policy and economics and author of FED UP: An Insider's Take on Why The Federal Reserve is Bad For America

The Joe Piscopo Show

Play Episode Listen Later Jan 10, 2019 54:33

See omnystudio.com/listener for privacy information.

america economics federal reserve monetary policy global thought leaders danielle dimartino booth fed up an insider

8 AM Hour 9-7-18 Danielle DiMartino Booth, a global thought leader on monetary policy and economics and author of FED UP: An Insider's Take on Why The Federal Reserve is Bad For America

The Joe Piscopo Show

Play Episode Listen Later Sep 7, 2018 54:23

See omnystudio.com/listener for privacy information.

america economics federal reserve monetary policy global thought leaders danielle dimartino booth fed up an insider

Danielle DiMartino Booth on the Fed's Mission Impossible

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Play Episode Listen Later Jun 1, 2018

Danielle Booth, a veteran of the Dallas Fed and author of Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America, joins the show to consider whether—or if—the Fed can ever return to "normal" monetary policy. Raising interest rates might slow or even crash equity markets, while causing US debt service to spike. But leaving rates low keeps the US economy in zombie status, punishing savers and preventing bad debt and malinvestment from clearing. It's a no-win situation for new Fed Chair Jay Powell.

Danielle DiMartino Booth on the Fed's Mission Impossible

america raising fed mission impossible federal reserve us economy danielle dimartino booth dallas fed fed chair jay powell money and banks fed up an insider

Play Episode Listen Later May 31, 2018

Danielle Booth, a veteran of the Dallas Fed and author of Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America, joins the show to consider whether—or if—the Fed can ever return to "normal" monetary policy. Raising interest rates might slow or even crash equity markets, while causing US debt service to spike. But leaving rates low keeps the US economy in zombie status, punishing savers and preventing bad debt and malinvestment from clearing. It's a no-win situation for new Fed Chair Jay Powell.

<![CDATA[Danielle DiMartino Booth on the Fed's Mission Impossible]]>

america raising fed mission impossible federal reserve fed up us economy mises danielle dimartino booth dallas fed fed chair jay powell money and banks fed up an insider

Play Episode Listen Later May 31, 2018

Danielle Booth, a veteran of the Dallas Fed and author of Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America, joins the show to consider whether—or if—the Fed can ever return to "normal" monetary policy. Raising interest rates might slow or even crash equity markets, while causing US debt service to spike. But leaving rates low keeps the US economy in zombie status, punishing savers and preventing bad debt and malinvestment from clearing. It's a no-win situation for new Fed Chair Jay Powell.]]>

JF1315: Real Estate Economics From An Economy Expert with Danielle DiMartino Booth

Best Real Estate Investing Advice Ever

Play Episode Listen Later Apr 9, 2018 20:53

Danielle is a global thought leader when it comes to money,finance, and economics. From best selling books, working for the FED, and founding an economic consulting firm, she has deep knowledge of our economy and how different investment and asset classes affect it. We get some amazing real estate advice from Danielle today, as well as higher level economy advice and thoughts. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “One of the most important disciplines you can have as an investor, is having a strong sell discipline” - Danielle DiMartino Booth Danielle DiMartino Booth Founder of Money Strong, LLC, an economic consulting firm Global thought leader on monetary policy and economics Author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America FED UP rose to #22 on Amazon’s Best Seller List and garnered #1 in Economic Policy & 6 other categories Based in Dallas, Texas Say hi to her at Best Ever Book: Lords of FInance Join us and our online investor community: Made Possible Because of Our Best Ever Sponsor: Are you committed to transforming your life through real estate this year? If so, then go to to apply for his coaching program. is my real estate, business, and life coach. I’ve been working with him for years. Spots are limited, so be sure to apply today!

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CW 934 - Danielle DiMartino-Booth - Federal Reserve Bank of Dallas, Money Strong, FED UP, An Insider's Take on Why The Federal Reserve is Bad for America

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Jan 1, 2018 40:19

HAPPY NEW YEAR!!! 2017 is in the rear view mirror and we're meeting 2018 straight on. Jason kicks off the show discussing scalable business models, the impact of rising interest rates in 2018 and the bubble economy we're in now. There will be a lot more in-depth coverage of these issues at Meet the Masters of Income Property in 2 weeks! Then, Jason Hartman talks with Danielle DiMartino-Booth, author of FED UP! and founder of Money Strong, about her thoughts on the new tax reform bill, whether the corporate repatriation will improve the economy, cryptocurrency, the US shrinking labor force and more. Key Takeaways: Jason Intro: [1:59] The best business model in the music world [7:25] What we'll be seeing as interest rates creep higher in 2018 [12:36] It's easy to suggest that we live in a bubble economy Danielle DiMartino-Booth Interview: [16:11] Danielle's thoughts on the new GOP Tax Reform [19:40] Share buybacks have slowed, why is that important? [22:20] We have no idea what the unwind of the biggest experiment in monetary policy will look like [25:12] Why the biggest bubble out there today is the confidence bubble [26:06] Danielle's opinion of the cryptocurrency world today [28:38] The best comparison for the cryptocurrency mania we see today [31:57] The United States has had a shrinking work force for 20 years now [32:52] We have GOT to change our education system so we can be competitive on the global stage [35:01] Some bullet points about what Danielle will be discussing during her speech at Meet the Masters Websites: www.JasonHartman.com/Masters www.JasonHartman.com/Contest www.DiMartinoBooth.com www.Twitter.com/DiMartinoBooth Tweets: So much of this tax law depends on unicorns existing that I just don't know how much faith we can put in it 2017 has been a record run rate for quantitative easing globally You can't tell me that anything is a storer of value that can lose 25% in a week

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Behind The Markets Podcast: Howard Silverblatt & Danielle DiMartino Booth

Behind the Markets Podcast

Play Episode Listen Later Oct 19, 2017 54:11

Guests: Howard Silverblatt - Senior Index Analyst at S&P Dow Jones Indices Danielle DiMartino Booth - Founder of MoneyStrong, an economic consultancy, and the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America See acast.com/privacy for privacy and opt-out information.

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Porter’s Top Two Ways to Build Wealth…And the Fed Has No Morals

Stansberry Investor Hour

Play Episode Listen Later Sep 14, 2017 66:11

Buck informs Porter that the US national debt just passed $20 Trillion. Should you care? Porter reveals the kinds of companies you want to own during the next debt crisis, shares his top two ways to build wealth over the long term, and gives you his #1 rule for building savings. Danielle DiMartino Booth, author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America, joins the show to talk about the misguided morality of the Fed, how a further fiscal hazard was created when the Fed expanded it’s balance sheet in 2009, and why capitalism is both highly moral and natural - two things the Fed is not. Buck channels “Bill Clinton” and visits with Porter to reveal the coping strategies he’s recommended to Hillary and Chelsea, and invites Porter to a night out on the town in LA.

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Danielle DiMartino Booth: Inside the Fed

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Play Episode Listen Later Apr 13, 2017

Danielle DiMartino Booth is a former Dallas Fed staffer and author of the new book Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America. She joins Jeff Deist to talk about her years watching Ivy League PhDs make gross and fundamental errors in an almost comically cloistered environment. Have Fed economists even read Mises and Hayek? Do they recognize malinvestment as a byproduct of interest-rate setting? Do they know anything about their own institutional history, or at least enough to recognize how mission creep has turned the Fed into a central planning Politburo? And how will Janet Yellen deal with the inherent tension between raising interest rates and keeping the cost of US debt service in check?

<![CDATA[Danielle DiMartino Booth: Inside the Fed]]>

america fed federal reserve xd janet yellen hayek mises politburo danielle dimartino booth jeff deist dallas fed fed up an insider

Play Episode Listen Later Apr 13, 2017

Danielle DiMartino Booth is a former Dallas Fed staffer and author of the new book Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America. She joins Jeff Deist to talk about her years watching Ivy League PhDs make gross and fundamental errors in an almost comically cloistered environment. Have Fed economists even read Mises and Hayek? Do they recognize malinvestment as a byproduct of interest-rate setting? Do they know anything about their own institutional history, or at least enough to recognize how mission creep has turned the Fed into a central planning Politburo? And how will Janet Yellen deal with the inherent tension between raising interest rates and keeping the cost of US debt service in check? ]]>

Danielle DiMartino Booth: Inside the Fed