The Fed Is Starting To Fear Recession | Danielle DiMartino Booth

32 snips

Aug 26, 2025

Join Danielle DiMartino Booth, CEO of QI Research LLC and author of "Fed Up," as she uncovers the latest drama within the Federal Reserve. She discusses surprising leadership changes, Jerome Powell's hints at upcoming rate cuts, and the consequences of a weakening labor market. Danielle also delves into the generational impacts of these economic shifts, student loans, and the broader wealth transfer. Tune in for valuable insights on navigating potential recession risks and adapting strategies for uncertain times.

Ask episode

AI Snips

Chapters

Books

Transcript

Episode notes

INSIGHT

Fed Acknowledges Weaker Economy

Danielle DiMartino Booth argues the Fed finally acknowledged the economy is weaker than previously portrayed.
She views Powell's Jackson Hole remarks as a modest but important shift toward reality.

INSIGHT

Underlying Services Inflation Is Falling

Services inflation excluding shelter, healthcare, and utilities is effectively negative year-over-year.
Danielle uses this to argue discretionary spending is under intense pressure and disinflation is present.

INSIGHT

Demographics Amplify Downside Risk

Baby boomers own a disproportionate share of stocks and housing, amplifying potential market risks.
Demographics add a structural selling pressure as boomers age and potentially liquidate assets.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Suddenly, the Federal Reserve is filled with more drama and curveballs than a World Series tiebreaker.The betting markets are abuzz debating who President Trump will replace current Chair Jerome Powell with. A surprise resignation from Fed governor and FOMC voting member Adriana Kugler has added Trump loyalist Stephen Mirran into the Inner Circle. And another FOMC voting member, governor Lisa Cook is now in the crosshairs due to a purported mortgage fraud scandal, and is at risk of being replaced.On top of all that, Jerome Powell gave a significant indication in his speech at Jackson Hole last week that rate cuts are indeed coming ahead, likely starting next month -- due to rising concerns at the Fed that the economy, labor force and housing market are weaker than it previously appreciated.To make sense of all this for us and the likely implications, we're fortunate to welcome back to the program Danielle DiMartino Booth, CEO & Chief Strategist for QI Research LLC and author of the book "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America"

Subscribe to Danielle on Substack at http://dimartinobooth.substack.com/

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#federalreserve #recession #interestrates _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.