Futures Edge Podcast: Finance Unfiltered, Released on 12/26/24

What factors drive the uneven recovery across different sectors and income groups, and what can be done to bridge the gap in a K-shaped recovery? Danielle DiMartino Booth, CEO & Chief Strategist for QI Research, a research and analytics firm, joins Jim Iuorio and Bobby Iaccino on Futures Edge to examine the current economic climate, focusing on the divergent paths of recovery, small business sentiment, government policies, and the Federal Reserve’s role. They explore the potential risks of a recession, labor market dynamics, and the global economic environment, particularly highlighting the challenges faced by the lower 70% of the population amid a K-shaped recovery. They analyze the Federal Reserve’s stance on interest rates, the deceptive nature of employment data, and the broader implications of inflation. They also address the hurdles confronting the real estate sector, specifically focusing on commercial real estate, and consider the future of regional banks in light of shifting economic forces. Additionally, the conversation touches on the transformative impact of AI on employment and the economy.

00:00 Introduction and Guest Introduction
06:02 Small Business Optimism and Economic Indicators
12:03 The Role of the Federal Reserve and Interest Rates
17:58 Recession Predictions and Economic Outlook
29:54 Federal Reserve’s Stance on Interest Rates
38:33 Commercial Real Estate Challenges
43:48 Impact of AI on Employment and Economy
49:49 Reforming the Federal Reserve
55:15 Building a New Media Platform

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 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.

  economy, federal reserve, investing, recession