Tom welcomes back Justin Huhn for a in-depth discussion about the Uranium market and the potential risks if there’s a nuclear weapon exchange in the conflict between Israel and Iran. They discusses how nuclear powers handle enrichment and how the Uranium fuel cycle operates.

Justin sees potential for growth in the Uranium market due to an increase in SMR demand and global efforts towards sustainable energy sources. He also warns against a possible overbought situation in the short term but emphasizes the importance of watching the physical market dynamics and Sprott’s activities to spot potential buying opportunities.

Timestamps:
00:00:00 – Introduction
00:00:41 – Iran Conflict Concerns
00:04:32 – Enrichment & Grades
00:08:40 – Plutonium Details
00:09:36 – Market Reaction & Risks
00:13:16 – Uranium Supply & Demand
00:22:10 – Project Approvals & Risk
00:26:37 – Sprott Deal & Canacord
00:34:08 – Sprott SPUT Holdings
00:38:55 – Banks & Sentiment Shifts
00:44:07 – Investor Hangover
00:52:30 – Concluding Thoughts
00:56:12 – Wrap Up

Guest Links:
Website: https://www.uraniuminsider.com
Newsletter: https://www.uraniuminsider.com/newsletter
X: https://x.com/UraniumInsider

Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin’s thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro’s “Focus List,” as well as the most opportune times for entry or exit.

Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings.

Tom Bodrovics welcomes back gold market and finance expert Alasdair Macleod. Together they explore the escalating systemic risks in global gold and silver markets, driven by surging demand for physical delivery. Macleod highlighted the European Central Bank’s (ECB) warning about skyrocketing counterparty risks in gold derivatives, emphasizing that COMEX delivery demands have reached unprecedented levels, with an annualized rate of 1,500 tons—far exceeding post-pandemic trends. This surge reflects a growing scramble for physical metal which is exacerbated by delays in delivery fulfillment. Bullion banks, fearing tariffs and supply shortages, inflated futures prices to create arbitrage opportunities, further straining markets.

Macleod underscored a critical shift: central banks, once willing to lease gold to stabilize markets, now hesitate to renew leases, fearing irreversible loss of reserves. This trend, compounded by COMEX silver shortages, signals deepening liquidity crises. Demand is driven by sovereign wealth funds, Asian families, and Middle Eastern entities diversifying from the dollar amid geopolitical tensions and long-term currency devaluation fears.

The discussion pivoted to the U.S. debt trap, with deficits exceeding 6% of GDP and tepid demand for long-term Treasuries. Macleod compared today’s credit bubble and protectionist tariffs to the 1929 crash, warning of a potential debt deflation spiral. He noted China’s strategic accumulation of gold and silver, possibly prepping the yuan for gold backing, while avoiding abrupt moves to destabilize Western economies.

Amid these risks, Macleod stressed wealth preservation over accumulation, advocating physical gold as a hedge. He cautioned that markets underestimate the looming convergence of fiscal instability, currency crises, and geopolitical shifts, urging vigilance as structural economic fractures deepen. The episode closed with a stark reminder: today’s calm belies a gathering storm, mirroring historical precedents where credit excesses and policy missteps fueled systemic collapse.

Guest Links:
Twitter: https://twitter.com/MacleodFinance
Substack: https://substack.com/@macleodfinance
Website: https://goldmoney.com
Research: https://www.goldmoney.com/research/

Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money thru demystifying finance and economics. His background includes being a stockbroker, banker, and economist.

Alasdair started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm.

Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director.

For most of his 40 years in the finance industry, he has been demystifying macro-economic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman’s terms what governments do with money and how to protect themselves from the consequences.

Tom welcomes back John Lee for a discussion on the concerning trends of global control and manipulation by powerful entities across finance, media, and technology. Lee highlights tactics like facial recognition and digital wallets that threaten privacy and autonomy. He warns of a potential biometric system that could blacklist individuals, emphasizing the need for proactive measures.

To protect oneself, Lee suggests diversifying assets, particularly investing in gold and silver as reliable stores of value, and establishing alternative living arrangements globally to avoid dependency on any single system. He also stresses the importance of gaining new experiences over mere wealth accumulation, advocating for personal growth and memorable experiences as true sources of wealth.

Lee remains optimistic that collective consciousness will drive a breakthrough, leading to positive change after sufficient negative experiences.

Timestamps:
00:00:00 – Introduction
00:00:37 – Geopolitics & Markets
00:02:02 – Silver Markets & Miners
00:03:18 – Silver’s Recent Moves
00:06:25 – Apathy & Sentiment
00:10:14 – Tariffs & Debt Markets
00:14:53 – Fed Rates & Data Reliance?
00:18:43 – Trade War Outlook?
00:22:37 – Bigger Powers & Proxies
00:27:16 – Commodities Prices & Gov’t
00:31:17 – Outcomes & Predictions
00:35:33 – Head Warnings Buy Gold?
00:41:48 – Wrap Up

Guest Links:
x: https://x.com/johnlee25893955
Website: https://www.silverelef.com
LinkedIn: https://www.linkedin.com/in/john-lee-baa93422/

John Lee, CFA, is CEO and President of Silver Elephant Mining. Mr. Lee specializes in mining M&A and has raised over $150 million through the TSX and TSX Venture Exchange for junior companies since 2009. Lee identified, negotiated and financed Lynn Lake nickel acquisition in 2009, Ulaan Ovoo coal in 2010, Wellgreen nickel-pgm in 2011, Shakespeare nickel-pgm in 2012, Pulacayo silver in 2015, Gibellini vanadium in 2017, Bisoni vanadium in 2020, and Minago nickel-pgm in 2021. Mr. Lee is a CFA charterholder and graduated from Rice University with bachelor’s degrees in Economics and in Engineering (honor).

Adam Hamilton, a seasoned expert in gold stocks with over two decades of experience, emphasizes the importance of strategically selecting investments within the gold mining sector. He advocates for focusing on mid-tier miners, which he believes offer superior growth potential compared to major miners. These mid-tier companies, operating at 300,000 to 1,000,000 ounces annually, are more agile and capable of expanding their operations effectively.

Hamilton highlights their lower costs and better ability to generate cash flows, making them a more attractive investment option. In contrast, major miners often struggle with high costs and face challenges such as overpaying for mergers and acquisitions (M&A), leading to diluted earnings. Their large market capitalizations make it difficult for them to grow production sustainably, unlike mid-tier miners which can achieve significant growth through new projects.

Hamilton also discusses the cyclical nature of exploration spending within the industry. Recent years have seen reduced exploration activity due to unfavorable market conditions, potentially leading to a future supply deficit. He underscores the importance of diversification in investment strategies, advising against overcommitting to any single asset. Instead, he recommends spreading investments across various sectors to mitigate risk. During periods like the summer doldrums, Hamilton suggests that investors use this time for thorough research and homework to identify undervalued opportunities. He encourages a patient approach, noting that buying windows may be brief once favorable conditions arise.

Timestamps:
00:00:00 – Introduction
00:00:52 – Historical Gold Moves
00:04:52 – Corrections & Sentiment
00:06:46 – Apathy & Historic Sentiment
00:12:42 – Gold & Trade War Fears?
00:14:43 – Summer Doldrums
00:17:42 – Silver Price Levels
00:20:37 – Short Squeeze?
00:21:45 – Fed, Gold, and Data
00:25:26 – News & Your Attention
00:28:00 – Miners & Leverage
00:30:36 – Momentum in Metals
00:32:32 – Crypto Market Impacts
00:37:26 – Majors & Mid-Tiers
00:41:32 – Majors & Exploration
00:43:20 – Conclusion & Wrap Up

Guest Links:
Website: https://zealllc.com/
Articles: https://zealllc.com/essays.htm

Adam Hamilton founded Zeal LLC in early 2000. He started investing in stocks when he was 12 years old, using money from summer jobs. He grew up fascinated by stock markets, dreaming of making a living in this unique realm where compensation is not limited by time on task like most other professions.

After growing up in a small-town banking family in rural North Dakota, Adam left for school at the University of Colorado at Boulder. While watching the markets and trading, he studied finance, accounting, and entrepreneurship. Adam went on to be a Big Six CPA and consultant after graduation, never stopping learning.

By early 2000, Adam finally had enough experience and capital to found Zeal at 25 years old. Rather than hide his research and trading work in a hedge fund, Adam wanted to help others thrive in the markets. So he started sharing his now-world-famous market research work through very-affordable newsletters.

Customers raved, and many millions of dollars of newsletter sales later Adam was blessed to become a self-made millionaire. He is very thankful to be living his dream, and plans to research, trade, and share wisdom through newsletters for the rest of his life. Adam is a Christian saved by Jesus Christ. He and his wife are greatly blessed with 2 children, and they live in Colorado.

Tom welcomes Alex Krainer to the show to discuss the importance of investing in commodities like gold and silver as a hedge against inflation and geopolitical instability. Krainer highlights the manipulation of markets, particularly natural gas, which has been kept artificially low to control food prices.

Krainer discusses the problems created by the modern debt based systems and why these structures need to change for humanity to progress. He feel the world is heading towards an uncharter period of multi-polarity in currencies.

Krainer emphasizes the need for individuals to build local support networks, as governments may fail to provide adequate assistance during crises. He advises investors to get to know their neighbors and develop practical solutions to survive challenges like shortages or economic disruptions.

Krainer also touches on his work in trend following and provides resources such as his Substack newsletters and books, which are available for free on his website. His insights underscore the importance of preparedness and resilience in uncertain times.

Timestamps:

00:00:00 – Introduction
00:00:52 – U.S. Imperial Interests
00:07:02 – Repeatable Cycles?
00:11:43 – A Multi-Polar World?
00:15:48 – Trump’s Policies
00:20:25 – Ukraine War Progression
00:24:25 – Wars, Debt System, & Profits
00:30:38 – Framework & Systems
00:37:40 – Reforming Banking
00:48:55 – Central Bank Gold Buying
00:51:56 – Silver’s Behavior?
00:54:50 – Trend Analysis & Risks
00:59:44 – Energy, NatGas, Crude Oil
01:02:36 – Concluding Thoughts

Guest Links:
Website: https://isystem-tf.com/
Books: https://isystem-tf.com/about/
Substack: https://alexkrainer.substack.com
X: https://x.com/NakedHedgie

Alex Krainer is an author and hedge fund manager based in Monaco. He was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. Alex was born in Rijeka, Croatia , and spent a year in California as part of a student exchange program when he was 17 years old. He later transferred to Switzerland, where he completed a degree in Business and Economics.After his studies, Alex lived in Venezuela for a year and experienced his first banking crisis when 9 of Venezuela’s 16 largest banks failed. He returned to Croatia and joined the military, serving through 1995 during the last phases of Croatia’s war of independence.Alex has worked as a market analyst, researcher, trader, hedge fund manager, and CEO since 1996, mostly out of Monaco. He is the founder of Krainer Analytics and creator of I-System Trend Following.

As an author, Alex has written books such as “The Grand Deception: The Browder Hoax,” which was censored and banned.

His work often focuses on geopolitical issues, including the conflict between Russia and the west.

Tom welcomes back the legendary Rick Rule to the show.  Rick discusses the current state of the gold and his thoughts on the uranium sector. Rick also discusses the U.S. energy sector and notes that the the Canadian oil and gas industry, particularly in the Western Canadian Sedimentary Basin, is potentially even more favorable due to political conditions. He contrasts this with the over-drilled Permian basin in the U.S., suggesting Canada’s untapped resources could lead to significant growth if policies become more supportive. 

Rick’s investment philosophy centers on long-term perspective, resilience, and continuous learning. Rule advises investors to educate themselves, act prudently, and build a strong reputation. He concludes with a quote from Robert Friedland, underscoring the importance of preparation for economic challenges, urging listeners to embrace this journey as an opportunity for growth. 

Lastly, Rick highlights his new project Battle Bank, a unique service providing lending products secured by physical gold and silver, catering to those seeking capital access while maintaining prudent savings.

Timestamps:
00:00:00 – Introduction
00:00:50 – Noise, News, & Attention
00:09:05 – Taking Personal Action
00:13:50 – Corporate Culture & Teams
00:15:12 – Building a Portfolio
00:19:07 – 70s The Lost Decade
00:25:00 – Are Tariffs Useful?
00:30:00 – Gold Bull Mkt. Status
00:35:33 – Bullion Dealers & Sentiment
00:41:16 – 70s Inflation & Impact
00:45:50 – M&A Possibilities?
00:47:04 – Uranium Exposure
00:50:24 – Energy & Finding Value
00:52:35 – Canadian Energy & Realities
00:55:14 – Rick’s Current Projects
00:58:34 – Battle Bank & Saving in Gold
01:00:26 – Concluding Thoughts

Guest Links:
Twitter: https://twitter.com/realrickrule
Twitter: https://twitter.com/realinvestmentmedia
Website: https://ruleinvestmentmedia.com
YouTube: https://www.youtube.com/@RuleInvestmentMedia
Classroom: https://ruleclassroom.com
2024 Symposium: https://rulesymposium.com

Rick Rule has dedicated his entire adult life to many aspects of natural resources securities investing. Besides the knowledge and experience gained in a long and focused career, he has a global network of contacts in the natural resources and finance sectors.

Mr. Rule is a frequent speaker at industry conferences and is regularly interviewed for radio, television, print, and online media outlets concerning natural resources investment and industry topics. Prominent natural resources-oriented newsletters and advisories frequently quote him. Mr. Rule and his team have expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water.

Mr. Rule is particularly active in private placement markets, having originated in hundreds of debt and equity transactions with private, pre-public, and public companies.

Gerald is founder of the Trends Research Institute and publisher of The Trends Journal. He holds nothing back as usual with an insightful assessment of the general quality of global leadership. Celente, who has spent 45 years forecasting trends, describes world leaders as “clowns” and “scum,” citing examples like Boris Johnson in the UK, Emmanuel Macron in France, and Gerhard Schröder in Germany. He argues that these leaders are failing to address systemic issues, with the middle class in decline and wealth inequality on the rise.

Celente highlights the impact of globalization and free trade agreements like NAFTA, which he believes have hollowed out American manufacturing and enriched corporations at the expense of workers. He also critiques the consolidation of media power under past administrations, noting that six companies now control 92% of U.S. media.

In terms of economic trends, Celente discusses the rise of gold as a safe-haven asset, with prices expected to hit $4,000 an ounce due to geopolitical tensions and inflation. He expresses skepticism about tariffs, arguing they won’t revive American manufacturing and will instead harm small businesses. Celente also warns of the dangers of AI-driven economic bubbles and the potential collapse of equity markets.

Geopolitically, Celente focuses on the escalation of conflicts in the Middle East and Ukraine, which he believes will drive oil prices to $120 per barrel and further destabilize global markets. He warns of the growing risk of nuclear annihilation, particularly between Israel and Iran, calling it a “doomsday scenario.”

Celente concludes by advocating for personal resilience, urging listeners to prioritize physical, emotional, and spiritual well-being. He also calls for a renaissance in values, emphasizing the importance of truth, integrity, and ethical leadership in rebuilding society.

Time Stamp References:
0:00 – Introduction
0:54 – Geo-Political Freakshow
5:02 – Top 2025 ‘Trends Journal’
7:47 – Tariffs & Manufacturing
11:00 – Media Monopolies
14:30 – Escalation Vs. Peace
17:57 – Global Economic Slowdown
22:00 – A.I. & China’s Tech Sector
23:44 – Trump & Interest Rates
24:44 – Iran & Israel Nuclear Risk
27:38 – Mentally Arrogant Rich
28:20 – We Need a Renaissance
31:09 – Focus on Your Health
33:45 – Wrap Up

Guest Links:
Website: https://trendsjournal.com
X: https://x.com/@geraldcelente
Substack: https://trendsinthenews.substack.com

Gerald Celente is the Founder/Director of the Trends Research Institute and Publisher of the weekly Trends Journal magazine. He is the author of the highly acclaimed and best-selling books “Trend Tracking” and “Trends 2000” (Warner Books).

With a 43-year track record of identifying, tracking, and forecasting trends, Celente is world-renowned as today’s #1 Trend Forecaster. Celente has earned the reputation as a trusted name in trends for his many accurate forecasts; among them, the 1987 Stock Market crash, Dot com bust, “Gold Bull Run,” “Panic of ‘08,” the rise of organic foods, and the popularity of gourmet coffee long before Starbucks was a household name.

Celente, who developed the Globalnomic methodology to identify, track, forecast, and manage trends, is a political atheist. Unencumbered by political dogma, rigid ideology, or conventional wisdom, Celente, whose motto is “Think for Yourself,” observes and analyzes current events forming future trends for what they are – not for how he wants them to be.

A true American Patriot, Celente owns three pre-Revolutionary stone buildings on the most historic corner in America, where the seeds of Democracy were sown, Colonial Kingston, New York’s first Capitol.

Self-described as a “Warrior for the Prince of Peace,” Gerald Celente is also the Founder “Occupy Peace & Freedom,” a not-for-profit movement to honor the Constitution and Bill of Rights and restore Freedoms.

Tom Bodrovics welcomes back Bob Coleman of Idaho Armored Vaults to discuss silver market dynamics, geopolitical tensions, and precious metals trends. They start by analyzing the recent 5.5% rise in silver prices, attributing it to Trump’s tariff announcements and the impact on COMEX short positions. Coleman explains that the silver market is experiencing a squeeze due to excessive short positions, with traders struggling to unwind contracts as physical demand grows.

The conversation highlights how managed money, including hedge funds and commodity trading advisors, has been forced out of long positions during market sell-offs, leaving shorts dominant in certain markets. This dynamic creates upward pressure on prices despite weak retail buying activity. Coleman notes that high-net-worth individuals are increasingly turning to precious metals as a hedge against economic uncertainty, though physical demand remains subdued compared to past cycles.

They also explore platinum’s 15-17% year-to-date gains and its potential for further growth due to supply constraints and rising industrial demand. The discussion touches on the delayed implementation of Basel III regulations, which have reduced bank activity in unallocated precious metals, and the growing role of stablecoins like Tether in the Treasury market.

Coleman emphasizes the importance of physical ownership over derivatives or structured products, citing risks such as nationalization of storage facilities and geopolitical instability. He advises readers to review storage agreements and terms of service to avoid hidden counterparty risks. The interview concludes with a focus on long-term trends in precious metals, driven by inflation fears and central bank policies. Bob urges investors to stay informed and cautious about market manipulation.

Time Stamp References:
0:00 – Introduction
0:32 – Silver & Recent Moves
4:58 – 2025 Open Interest
7:51 – Banks & Big Buyers
11:00 – Platinum Outlook?
14:10 – Shorts & Supply
18:10 – Inflation & Deflection
22:07 – Platinum Tariff Exempt?
23:58 – Basel III Details
28:13 – Stablecoins & Tether
34:48 – ECB Gold Mkt Warning
37:19 – Cad Mint Storage Terms
40:45 – Retail Bullion Demand?
46:02 – Manipulation Concerns?
49:53 – Biggest Market Movers
52:38 – Long-Term Big Picture
53:40 – Wrap Up

Guest Links:
X: https://x.com/profitsplusid
Website: https://www.goldsilvervault.com/

Bob Coleman is a Registered Investment Advisor since 1992. In 2001, he founded Profits Plus Capital Management, LLC (RIA) and Dollars and Sense Growth Fund. Recognizing the necessity for physical metal storage, he founded Idaho Armored Vaults and Gold Silver Vault in 2008. They are a distinguished and respected leader in the precious metals industry specializing in storage, transportation, shipping logistics, and security.

Tom welcomes back Greg Weldon, a seasoned financial market veteran and publisher of The Global Macro Strategy Report . They discuss the critical themes shaping the global economy in 2025. Highlighting Scott Bessent’s remarks, Weldon explains that the U.S. government will never default on its debt, and instead will perpetually devalue the currency to service its obligations. He warns that the country has however crossed a “macro event horizon,” where it is trapped in a gravitational pull of debt that grows unsustainably relative to GDP.

Weldon points to $54 trillion in combined public and household debt—186% of GDP—as evidence of this precarious situation. With foreign buyers losing appetite for U.S. assets, the Fed may become the last resort buyer of Treasuries, perpetuating the cycle of money printing. He notes that foreign ownership of U.S. bonds remains low, leaving domestic institutions to absorb much of the burden.

The conversation delves into inflation and its drivers. Weldon argues that while energy prices remain subdued due to base effects, food inflation and service sector pressures pose significant risks. He also questions whether higher inflation expectations can be anchored, given the Fed’s challenges in balancing monetary policy with economic growth. Weldon predicts that the Fed will increasingly prioritize preventing debt deflation over controlling inflation, leading to further dollar depreciation.

Weldon expresses skepticism about a gold-backed dollar or bond solution, noting that U.S. gold reserves are insufficient to cover deficits meaningfully. Instead, he highlights gold and silver as potential beneficiaries of currency debasement, with silver poised for a breakout after years of underperformance. He also touches on global trends, such as Europe’s rise as a safer haven and the BRICS nations’ growing interest in dollar system alternatives.

Ultimately, Weldon paints a picture of a world teetering on debt-driven instability, where central banks are forced to choose between reflating economies or facing collapse.

Time Stamp References:
0:00 – Introduction
0:45 – Bessent & Default Risk
4:55 – Moody’s Downgrade
7:12 – U.S. Debt Refinancing
9:40 – Foreign Debt Buyers?
12:20 – Japan’s Bond Issues
15:03 – Solutions & Gold Std?
16:55 – Equities & Silver
20:30 – The Fed Catch 22
24:25 – Fwd Inflation Drivers?
27:54 – Debt Saturation & Ceilings
34:50 – Polarization & Extremes
38:50 – Wrap Up

Guest Links:
Website: https://www.weldononline.com/
X: https://x.com/WeldonLIVE
Money Podcast: https://x.com/money_podcast
YouTube: https://www.youtube.com/@GregoryWeldon
E-Mail: [email protected]

Greg Weldon is a veteran in the global financial markets industry with over 40 years of experience. He started his career as a floor trader on the COMEX and later worked as a broker for Lehman Brothers and Prudential Securities. He then became a proprietary money manager for hedge funds Moore Capital Management and Commodities Corporation. In 1998, he founded Weldon Financial and has been producing independent research ever since. His clients include top hedge funds, banks, government agencies, and individual investors.

WeldonLIVE, his flagship service, provides a comprehensive market research report, including live commentary. The service covers global economic reports, supply-demand fundamentals, monetary trends, and their impact on stock, bond, currency, and commodity markets. Weldon combines a top-down macro approach with technical analysis to offer a broad view of market trends. He provides market recommendations in sectors such as stock indexes, metals, currencies, fixed-income, energy, and commodities.

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 – Introduction
1:10 – Recession Recognition?
6:05 – Recession & Neg. GDP
9:06 – Politics & Power Games
11:28 – Democrats & Leadership
14:16 – Global Recession Outlook
16:10 – Student Loan Problems
20:10 – Com. Real Estate Bubble
23:48 – Banks & Neg. Home Values
26:38 – Q.E. Tariffs & Inflation
30:30 – Wages, Housing, & Retail
36:30 – Powell & Coming Shocks
40:59 – Fed Ignoring The Data
42:05 – Safe Investor Plays?
47:10 – Concluding Thoughts
48:10 – Wrap Up

Guest Links:
X: https://x.com/DiMartinoBooth
Substack: 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. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.