
Sign up to save your podcasts
Or
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.
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
4.5
4343 ratings
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.
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
3,063 Listeners
922 Listeners
909 Listeners
202 Listeners
243 Listeners
364 Listeners
466 Listeners
63 Listeners
113 Listeners
375 Listeners
68 Listeners
279 Listeners
352 Listeners
32 Listeners
99 Listeners