The Jay Martin Show, Released on 12/14/24
Today on the Jay Martin Show, Jay sits down with Danielle DiMartino Booth, CEO of QI Intelligence and author of Fed Up. the pair dissect critical economic and geopolitical trends shaping today’s markets. They explore the historic overvaluation of the stock market, rising consumer debt, and the hidden vulnerabilities in the gig economy. Danielle offers insights into the challenges facing commercial real estate, multigenerational housing trends, and the surge in build-to-rent developments. The conversation also touches on Canada’s shifting economic landscape, the implications of leadership vacuums, and what lies ahead for global markets in 2025.
0:00 – Intro
1:21 – Historic Overvaluation of the Stock Market
4:04 – Consumer Debt and Economic Fragility
10:54 – The Gig Economy’s Hidden Risks
14:33 – Job Data Revisions and Economic Reality
16:10 – Rising Unemployment and Market Impact
20:50 – Commercial Real Estate on Shaky Ground
26:07 – Multigenerational Living and Housing Trends
32:15 – The Build-to-Rent Boom
39:08 – Hurricanes and Investor Housing Fallout
43:41 – Canada’s Economic Crossroads
Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, 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 launched a weekly economic newsletter She is the author of Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America. DiMartino Booth began her career in New York at Donaldson, Lufkin & Jenrette and Credit Suisse, where she worked fixed income and the public and private equity markets. Danielle 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.
“IF” there’s a leadership vacuum in Canada? LMAO.
A balance sheet recession is impetus to suck up the hard times ahead, and to get cracking on building the domestic industrial base. Time to leave the nest and be independent. First by cutting the welfare state out, and ALL the bloated and needless expenditures of state involved in fake governance.
Canada has it all, It should be one of the richest nations on the planet but for a leadership vacuum entrenched in socialist-marxist ideology for 100 years.
Being a resource farm is a dying approach. We need value added.
Harper had no solutions either. He F#ked Canada hard, too. But those who think there are contemporary political solutions have no idea about politics, imo.
People are not embracing collectivism because they have accepted bad economics. They are accepting bad economics because they have embraced collectivism. — Ayn Rand