Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp Kotok.
We discuss the past 3 years in both the economy and markets, Fitch's recent AAA downgrade on U.S debt & the lingering stress in commercial real estate. To hear all this & more, you'll have to tune in!
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Timecodes:
(00:00) Introduction
(00:51) Fitch's AAA Debt Downgrade
(07:00) S&P's Debt Downgrade vs Fitch's Debt Downgrade
(11:41) We Took MMT On A Test Drive & It Crashed Into The Wall
(15:06) The Path Ahead For U.S Debt Issuance
(19:58) Commercial Real Estate
(23:19) Where Are We In The Cycle?
(26:25) Oppenheimer Or Barbie?
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
