Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Danielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today. Watch the last video with Danielle: https://youtu.be/sVgvMJ8t9T4?si=3FqHaO8wq1i_NPIj *This video was recorded on October 9, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DANIELLE DIMARTINO BOOTH: QI Research Substack - Use this link to receive a 20% discount: https://dimartinobooth.substack.com/MEM24 Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - Geopolitical risks 2:45 - Reaction to Fed’s 50 bps cut 5:20 - Labor market cooling 10:31 - Foreign workers 11:33 - Bankruptcy cycle 12:50 - Fed monetary policy outlook 14:40 - Welfare 17:30 - Widening deficit 20:35 - Banks’ unrealized losses 22:30 - Declining liquidity 26:00 - Soft vs. Hard landings 28:30 - Stocks vs. Yields 31:00 - Homes and natural disasters 32:10 - Major risks and asset allocation 35:47 - QI Research #economy #investing #stocks