Enterprising Investor

Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications


Listen Later

Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about the real state of the U.S. economy. From the under-the-radar signs of a recession to the shifting credit landscape, Danielle unpacks why traditional metrics may be missing the mark—and what investors should really be watching. The conversation digs into retail bankruptcies, private credit vulnerabilities, and how the gig economy is quietly reshaping the labor market. Plus, Danielle shares timely insights on inflation, student debt, reshoring, and what the data says about where we're headed next. Whether you're a seasoned investor or just trying to make sense of today's headlines, this is a can't-miss episode packed with sharp analysis and grounded economic perspective.

This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern fundamental research. Check them out at https://fintool.com/

...more
View all episodesView all episodes
Download on the App Store

Enterprising InvestorBy CFA Institute

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

91 ratings


More shows like Enterprising Investor

View all
Investing Insights by Morningstar

Investing Insights

491 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

93 Listeners

Masters in Business by Bloomberg

Masters in Business

2,190 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

982 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

799 Listeners

Trillions by Bloomberg

Trillions

192 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Let's Talk EU by CFA Institute

Let's Talk EU

0 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,267 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

405 Listeners

Financial Analysts Journal by CFA Institute

Financial Analysts Journal

8 Listeners

The Sustainability Story by CFA Institute

The Sustainability Story

12 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

25 Listeners

My CFA® Charter Story by CFA Institute

My CFA® Charter Story

19 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

71 Listeners