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 Oil Prices
14:34 – Labor Market Warning Signs
17:12 – Is a Credit Event About to Hit?
18:43 – Bank Profits and Commercial Real Estate Trouble
22:12 – What Could Force the Fed to Cut Rates?
24:29 – Consumer Distress and Surging Bankruptcies
26:15 – Treasury Strategy, AI Risk and Gold’s Bottom

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.

  economy, federal reserve, inflation, investing