The Julia La Roche Show, Released on 2/20/25 0:00 Welcome and introduction 1:10 Analysis of Fed minutes and debt ceiling impact 2:04 Discussion of Treasury general account and liquidity 3:50 MBS rolloff implications 5:18 Private sector layoffs and bankruptcies 8:20 Labor market conditions and Uber driver earnings 9:31 Initial jobless claims analysis and Fed outlook […]
The David Lin Report, Released on 2/19/25 Danielle DiMartino Booth, CEO of QI Research, discusses the release of the latest Fed minutes, and what’s next for monetary policy in light of an ongoing trade war. 0:00 – Fed minutes 3:20 – Tariffs vs. inflation 5:04 – DOGE and the labor market 9:00 – Trump’s policies […]
Blockworks Macro, Released on 2/5/25 In this episode, Danielle DiMartino Booth joins the show to discuss recent tariff headlines, the state of the US labor market, and the Federal Reserve’s evolving stance on inflation. We also delve into the complexities of implementing tariffs and the economic policies of the Trump administration, the influence of government […]
The Jay Martin Show, Released on 2/3/25 (Recorded on 1/19/25) Jay Martin hosts a panel at the VRIC 2025 on January 19, 2025 with Danielle DiMartino Booth, Mark Moss, and David Rosenberg on capital allocation in 2025. They discuss consumer pressure, expected Fed rate cuts, government deficit spending, and geopolitical risks. Moss sees short-term volatility […]
The Julia La Roche Show, Released on 1/30/25 Danielle DiMartino Booth, CEO and Chief Strategist for QI Research, a research and analytics firm, returns to The Julia La Roche Show for episode 229 for an in-person episode to discuss the first FOMC meeting of the year and her outlook on the U.S. economy. Danielle DiMartino […]
DoubleLine Capital, Released on 1/24/25 (Recorded on 1/9/25) For Part 1 of this interview, CLICK HERE For Part 2 of this interview, CLICK HERE In the final segment of this Round Table Prime, the panelists discuss lessons learned from 2024 and their investment ideas for 2025. Participating are DoubleLine CEO Jeffrey Gundlach and as moderator […]
The David Lin Report, Released on 1/23/25 (Recorded on 1/20/25) Danielle DiMartino Booth, CEO of QI Resesarch, discusses the changes to the economy and labor market that the Trump Administration could make. 0:00 – Intro 0:40 – Trump’s inauguration and trade policies 2:35 – Immigration policies 4:50 – DOGE 6:35 – Fiscal impulse 10:05 – […]
DoubleLine Capital, Released on 1/22/25 (Recorded on 1/9/25) For Part 1 of this interview, CLICK HERE For Part 3 of this interview, CLICK HERE The market segment of Round Table Prime’s 2025 edition, among other topics, explores rare bear-steepening in Treasuries, a possible bubble in private credit, an impairment reckoning coming to small and regional […]
