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#267 Danielle DiMartino Booth & George Goncalves: Fed Is 'Behind the Curve' as We're Already in Recession and There's More Than One Economy in America
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on FOMC day, where they break down the Fed's decision to leave rates unchanged, the state of the economy, and the interest rate outlook.
Sponsors:
Monetary Metals: https://monetary-metals.com/julia
Kalshi: https://kalshi.com/julia
Links:
https://www.mufgresearch.com/
George's Twitter/X: https://x.com/bondstrategist
QI Research: https://quillintelligence.com/subscriptions/
Danielle's Twitter/X: https://twitter.com/dimartinobooth
Substack: https://dimartinobooth.substack.com/
YouTube: https://www.youtube.com/@UCYPBim2ARV9Yrqci0ljokFA
Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655
00:00 - Danielle: Fed "willfully blind" to economic reality 02:52 - Record 5.3% of Americans working multiple jobs 05:00 - Real unemployment is 4.5-4.6%, not reported 4.2% 08:07 - Debate: Is the Fed being political? 10:00 - George: "More than one economy" - rates hurting different groups 16:28 - Net worth declined via both stocks and real estate in Q1 21:57 - Interest expense is fastest growing budget item 26:06 - Next Fed Chair prediction: Waller, Warsh, Bessent front-runners 32:12 - Corporate bankruptcies highest since 2010 38:49 - Danielle: US entered recession Q1 2024, back in one now 40:26 - Top 10% of earners drive 49.7% of consumption 43:52 - What keeps them up at night: False sense of security
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By Julia La Roche
4.5
5656 ratings
Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on FOMC day, where they break down the Fed's decision to leave rates unchanged, the state of the economy, and the interest rate outlook.
Sponsors:
Monetary Metals: https://monetary-metals.com/julia
Kalshi: https://kalshi.com/julia
Links:
https://www.mufgresearch.com/
George's Twitter/X: https://x.com/bondstrategist
QI Research: https://quillintelligence.com/subscriptions/
Danielle's Twitter/X: https://twitter.com/dimartinobooth
Substack: https://dimartinobooth.substack.com/
YouTube: https://www.youtube.com/@UCYPBim2ARV9Yrqci0ljokFA
Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/0735211655
00:00 - Danielle: Fed "willfully blind" to economic reality 02:52 - Record 5.3% of Americans working multiple jobs 05:00 - Real unemployment is 4.5-4.6%, not reported 4.2% 08:07 - Debate: Is the Fed being political? 10:00 - George: "More than one economy" - rates hurting different groups 16:28 - Net worth declined via both stocks and real estate in Q1 21:57 - Interest expense is fastest growing budget item 26:06 - Next Fed Chair prediction: Waller, Warsh, Bessent front-runners 32:12 - Corporate bankruptcies highest since 2010 38:49 - Danielle: US entered recession Q1 2024, back in one now 40:26 - Top 10% of earners drive 49.7% of consumption 43:52 - What keeps them up at night: False sense of security
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