Danielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Forward Guidance to share her thoughts on May 3rd’s Federal Reserve’s meeting of the Federal Open Market Committee (FOMC) as well as the ongoing issues at several regional U.S. banks.
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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.
00:00 Intro
11:02 When Will The Fed Pivot (Cut Rates)?
15:40 Powell Wants To Get Rid Of The Fed Put
25:20 Calling Inflation "Transitory" Was "A Path To Hell"
29:11 "Powell Will Stand His Ground"
34:30 Permissionless
35:34 The Balance Sheet
40:17 Powell Won't Save The Banks
47:41 Blockworks Research
48:41 The Debt Ceiling
54:08 "This Is Going To Be A Really Ugly Recession"
58:03 Door To A June Hike Is Ajar
59:11 The Bernanke Doctrine
01:01:26 Danielle's Views On Private Credit Are Evolving
