Valuetainment Economics, Released on 11/4/21

Economist Danielle DiMartino Booth sits down with Peter Cecchini. Peter currently serves as Axonic Capital’s Director of Research and head of macro strategy.

About the guest: Peter currently serves as Axonic Capital’s Director of Research and head of macro strategy. Axonic is an asset management platform focusing on real estate and structured credit, including commercial and residential mortgage-backed securities and loans, asset-backed securities within the aviation industry, collateralized loan obligations, credit and equity securities related to real estate, as well as various single-name and index credit default swaps. Formerly, he was the Founder and Chief Strategist at AlphaOmega Advisors (AOA), an independent research and consulting firm. Prior to founding AOA, Peter was Cantor’s Global Chief Market Strategist as well as Head of Cross Asset Strategy. Peter has served on numerous equity, unsecured, secured and bank steering committees. Peter speaks routinely at conferences and appears on various media outlets.

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, inflation, investing, markets, Peter Cecchini, stimulus checks