Danielle DiMartino Booth & Jim Bianco: Recession vs “No Landing,” Rate Cuts, and Bitcoin vs. ETFs

Natalie Brunell, Released on 2/15/24

00:00 Inflation vs. “truflation”
2:03 CPI, sticky inflation about 3-4%
3:05 Are wages keeping up with inflation?
4:53 Unemployment and jobs numbers
10:23 Bitdeer Technologies Group promo
11:24 Bank Term Funding Program, CRE
16:19 Regional banks
18:12 Recession vs. “no landing”
23:17 GDP vs. GDI
26:24 Fed spending to the rescue
32:07 Bitcoin 2024 promo
32:34 Coinkite Coldcard Wallet promo
32:53 CrowdHealth promo
33:23 What’s happening with interest rates?
36:40 End of Quantitative Tightening
38:33 Fixing economic inequality
42:43 Election year economics
53:36 Communities protecting small businesses
54:57 “Time of great change” is coming
57:11 How will Bitcoin perform?

Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets. Prior to joining Arbor and Bianco Research, Jim was a Market Strategist in equity and fixed income research at UBS Securities and Equity Technical Analyst at First Boston and Shearson Lehman Brothers. He is a Chartered Market Technician (CMT) and a member of the Market Technicians Association (MTA). Jim has a Bachelor of Science degree in Finance from Marquette University (1984) and an MBA from Fordham University (1989).

Danielle DiMartino Booth is Founder & CEO of QI Researcha 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.

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