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
11:23 Rent and housing market dynamics
13:36 Disinflationary trends and shelter costs
15:54 Student loan impact on credit scores
16:54 Housing market inventory and spring selling season
19:49 Senior housing opportunities
20:50 White collar recession analysis
23:50 Discussion of Doge savings and flat tax proposal
26:18 Potential stimulus impact on inflation
27:58 Passive investing risks and TSP analysis
32:01 Closing remarks

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.

  disinflation, economy