Reinvent Money, Released on 6/9/26 (Recorded on 6/8/26)

In this episode, former Fed advisor Danielle DiMartino Booth, who now heads Quill Intelligence, uncovers hidden forces steering the market into uncharted territory. She explains the stagnation in real job growth and why the current inflation and strong US macro narrative might be misleading. Danielle explains how gold can be a safer haven and what’s going on with Bitcoin. She worries about new Fed’s chair Kevin Warsh’s being tested too soon, which could harm his independence. In this episode you will discover long-term trends in employment, credit, and housing. Perfect for investors seeking a clear view of the economic landscape.

0:00 Intro
1:37 American job numbers
3:37 Fed rate hikes
6:29 How to trade the US economy
8:47 Will Kevin Warsh be an independent central banker?
12:12 Commercial real estate losses
14:47 Stock market bubble, SpaceX and AI
18:21 Which countries to invest in
19:20 Gold’s safe haven status
21:03 Bitcoin’s global window into risk appetite
22:38 Higher rates, higher debt and (Stealth) QE
25:24 Metrics Danielle follows: policy mistakes and tension within the Fed
32:46 Outro

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.

  bitcoin, economy, federal reserve, gold, investing