Resolve Riffs Investment Podcast

Parsing Powell with Danielle DiMartino Booth


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In this comprehensive episode, Danielle DiMartino Booth, CEO & Chief Strategist for QI Research, joins the discussion to tackle various topics surrounding the Federal Reserve's leadership, monetary policy and the current economic challenges. Key themes covered include:

• Jay Powell's leadership and controversies within the Federal Reserve Board • The impact of monetary policies on Wall Street, mortgage rates and unregulated loans, with insights into Powell's motivations and challenges • The multifaceted consequences of the COVID-19 pandemic on the Federal Reserve's policy decisions and potential implications on inflation • The role of central clearing, systemic risk, and technology on the financial market • Explorations into credit easing, inflation battles, and the influence of monetary policy in the treasury market • The Fed's impact on commercial real estate, credit, and the treasury market, along with insights on housing resilience • A deep dive into inflation, quantitative tightening, and how economic indicators affect the treasury market • Discussions on Powell's experiences, interest rate considerations and the influence of fiscal policies on treasury markets and financial engineering • Assessments on data releases, regional banking challenges and wider implications of low-interest rates on the economy • The Fed's interest rate strategies, credit market signals, future of financial regulations and the overall economic outlook This information-packed episode is a must-listen for those keen on understanding the complexities of the Federal Reserve, monetary policy and the evolving economic landscape. Gain valuable insights and expert opinions on how to navigate through these challenging times.


This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc


*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

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Resolve Riffs Investment PodcastBy ReSolve Asset Management

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