
Sign up to save your podcasts
Or


Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp Kotok.
We discuss the past 3 years in both the economy and markets, Fitch's recent AAA downgrade on U.S debt & the lingering stress in commercial real estate. To hear all this & more, you'll have to tune in!
--
Today’s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidance
--
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Danielle on Twitter https://twitter.com/DiMartinoBooth
Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV
Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
--
Timecodes:
(00:00) Introduction
(00:51) Fitch's AAA Debt Downgrade
(07:00) S&P's Debt Downgrade vs Fitch's Debt Downgrade
(11:41) We Took MMT On A Test Drive & It Crashed Into The Wall
(15:06) The Path Ahead For U.S Debt Issuance
(19:58) Commercial Real Estate
(23:19) Where Are We In The Cycle?
(26:25) Oppenheimer Or Barbie?
--
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
By Blockworks4.5
249249 ratings
Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp Kotok.
We discuss the past 3 years in both the economy and markets, Fitch's recent AAA downgrade on U.S debt & the lingering stress in commercial real estate. To hear all this & more, you'll have to tune in!
--
Today’s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidance
--
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Danielle on Twitter https://twitter.com/DiMartinoBooth
Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV
Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
--
Timecodes:
(00:00) Introduction
(00:51) Fitch's AAA Debt Downgrade
(07:00) S&P's Debt Downgrade vs Fitch's Debt Downgrade
(11:41) We Took MMT On A Test Drive & It Crashed Into The Wall
(15:06) The Path Ahead For U.S Debt Issuance
(19:58) Commercial Real Estate
(23:19) Where Are We In The Cycle?
(26:25) Oppenheimer Or Barbie?
--
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

3,068 Listeners

590 Listeners

1,436 Listeners

909 Listeners

200 Listeners

360 Listeners

113 Listeners

88 Listeners

100 Listeners

465 Listeners

168 Listeners

112 Listeners

372 Listeners

162 Listeners

215 Listeners

33 Listeners

22 Listeners

417 Listeners

30 Listeners

70 Listeners

17 Listeners

2 Listeners

158 Listeners