Competent Man Podcast – Tom Bodrovics, Released on 5/7/26 (Recorded on 5/5/26)

00:00:00 – Introduction
00:00:40 – Powell’s Reasons to Stay
00:02:51 – Eccles Historical Precedent
00:04:08 – Fed Re-engineering Ideas
00:06:13 – Internal Fed Dissent
00:08:17 – Advice for Kevin Warsh
00:09:35 – Liquidity Crisis Strategies
00:11:33 – Real Estate Credit Woes
00:14:33 – Recession Thresholds?
00:17:13 – Job Losses Analysis
00:19:26 – Credit Market Warnings
00:21:19 – Midterm Election Risks
00:23:08 – Policy Tools Discussion
00:25:12 – AI-Proofing Career Advice
00:26:49 – Monitoring MOVE Index
00:27:48 – Concluding Thoughts

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, Fed, investing, powell, warsh