David Lin, Released on 7/14/26 Danielle DiMartino Booth, CEO of QI Research, discusses cooling inflation, Federal Reserve policy, labor and credit-market stress, commercial real estate, technology stocks, and gold. 0:00 – Intro. 6:05 – Falling Core Inflation and Consumer Weakness 7:16 – Higher Rates, Bankruptcies and Credit Stress 11:39 – Margin Squeeze, Layoffs and Rising […]
VRIC Media, Released on 7/13/26 (Recorded on 7/9/26) Danielle DiMartino Booth joins Darrell to examine the growing cracks beneath the U.S. economy. She discusses Kevin Warsh’s early approach at the Federal Reserve, unreliable employment data, declining labor-force participation, rising bankruptcies and the pressure facing heavily indebted consumers. Danielle also explains why corporate layoffs could accelerate, […]
The Julia La Roche Show, Released on 7/9/26 Danielle DiMartino Booth praises the FOMC minutes as “clean” under new Fed Chair Kevin Warsh—no manipulation of data like Janet Yellen did in 2013—and notes Warsh has successfully convened consensus around “less is more” Fed communications with an unusually quiet media environment. The real bombshell is the […]
Adam Taggart | Thoughtful Money, Released on 6/30/26 The continued challenging cost of living is still at the forefront of most Americans minds, but the stock market — trading near record highs — appears it couldn’t care less. And the economy continues to chug along nicely, currently forecasted to grow at 2.5% in Q2. And […]
Kitco News, Released on 6/17/26 Kevin Warsh just concluded his first meeting as Fed Chair, and while the vote was unanimous, the underlying data points to severe economic stress. Bankruptcies are up 38.4% year-over-year, margin debt has hit a record $1.42 trillion, and the Fed is officially forecasting that inflation will stay stuck at current […]
Wall Street Bullion , Released on 6/16/26 Danielle DiMartino Booth is Founder & CEO of QI Research, a research and analytics firm. She spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank of Dallas. Danielle left the Fed in 2015 to found Money Strong, LLC, an economic consulting firm and […]
Reinvent Money, Released on 6/9/26 (Recorded on 6/8/26) In this episode, former Fed advisor Danielle DiMartino Booth, who now heads Quill Intelligence, uncovers hidden forces steering the market into uncharted territory. She explains the stagnation in real job growth and why the current inflation and strong US macro narrative might be misleading. Danielle explains how […]
Competent Man Podcast – Tom Bodrovics, Released on 5/7/26 (Recorded on 5/5/26) 00:00:00 – Introduction 00:00:40 – Powell’s Reasons to Stay 00:02:51 – Eccles Historical Precedent 00:04:08 – Fed Re-engineering Ideas 00:06:13 – Internal Fed Dissent 00:08:17 – Advice for Kevin Warsh 00:09:35 – Liquidity Crisis Strategies 00:11:33 – Real Estate Credit Woes 00:14:33 – […]
