Danielle DiMartino Booth, David Rosenberg, Mark Moss: US Dollar has never been in more danger of collapse – here’s why

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 but a bullish long-term outlook, while Rosenberg warns of economic uncertainty and Trump’s proposed Canada tariffs. The panel emphasizes defensive investments, commodities, and Bitcoin in a shifting monetary landscape.

0:00 – Intro
5:26 – Market Liquidity and Risks in Q1 2025
9:00 – Economic Uncertainty and Fiscal Stimulus
15:23 – Impact of Potential U.S. Tariffs on Canada
21:12 – Trump’s Economic Policies and Market Impact
24:07 – Defensive Investment Strategies for 2025
25:48 – Portfolio Allocation: Offense vs. Defense

Mark Moss is a Youtuber and has been a full-time investor and entrepreneur for over 25 years.

Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLCa 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.

David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He received both a Bachelor of Arts and Masters of Arts degree in economics from the University of Toronto. Prior to starting his firm, he was Gluskin Sheff’s chief economist & strategist. Mr. Rosenberg was also chief North American economist at Bank of America Merrill Lynch in New York and prior thereto, he was a senior economist at BMO Nesbitt Burns and Bank of Nova Scotia. Mr. Rosenberg previously ranked first in economics in the Brendan Wood International Survey for Canada for seven straight years, was on the US Institutional Investor All American All Star Team for four years, and was ranked second overall in the 2008 survey.

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