The Disciplined Investor

TDI Podcast: Reality Bites (#962)


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Markets not thrilled with tech

Mortgage rates dip below 6%

Feb ends with a dud

Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher”

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As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.

To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

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), has a column on Bloomberg View, is 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.

Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.

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.

Follow @DiMartinoBooth

Looking for style diversification? More information on the TDI Managed Growth Strategy

https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)

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The Disciplined InvestorBy Andrew Horowitz - Host

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