Danielle DiMartino Booth & Jim Bianco: Danielle DiMartino Booth & Jim Bianco: Recession or "No Landing," Rate Cuts, & Bitcoin vs ETFs

5 snips

Feb 15, 2024

Guest

Jim Bianco

Guest

Danielle DiMartino Booth

In this episode, macro strategists Danielle DiMartino Booth and Jim Bianco discuss inflation data, recession scenarios, rate cuts, stock market trends, Fed spending and national debt, Powell's legacy, and Bitcoin vs ETFs.

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Introduction

00:00 • 2min

Trueflation and the Disconnect between Official Inflation Numbers and Real-life Experiences

02:15 • 8min

The Impact of the End of the Bank Funding Program on Commercial Real Estate

10:30 • 5min

Challenges of Repurposing Office Towers and the Shift in Workplace Culture

15:09 • 17min

Interest Rates and Jay Powell's Goals

32:20 • 5min

Spooking Powell and the Consideration of Tapering

36:52 • 28min

The Impact of Bitcoin ETFs on Adoption and the Importance of Decentralized and Free Speech

01:04:44 • 3min

In this episode with macro strategists Danielle DiMartino Booth and Jim Bianco we discuss:

Latest inflation data vs. 'truflation'
Danielle says we're in recession, Jim says we're in a "no landing" scenario
Remote work, wage growth, and AI's impact on jobs
Extreme wealth concentration
Will the Fed cut rates?
Why are stocks booming when rates are still high?
Government spending and national debt
Powell's legacy, the election year economy
Bitcoin and the spot Bitcoin ETFs

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Danielle DiMartino Booth is CEO and Chief Strategist for QI Research, an independent research firm. She spent 9 years at the Federal Reserve Bank of Dallas as Advisor to President Richard W. Fisher throughout the financial crisis until he retired in 2015. She's the author of "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America." Danielle's research firm: https://quillintelligence.com Follow Danielle on X https://x.com/DiMartinoBooth

Jim Bianco is President and Macro Strategist at Bianco Research. His wide-ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy. Jim's firm: https://www.biancoresearch.com/visitor-home/ Follow Jim on X: https://twitter.com/biancoresearch

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