On today's episode of "On the Margin", Danielle DiMartino Booth CEO & Chief Strategist of Quill Intelligence joins the show for a discussion on the Fed and the policy decisions they face throughout 2022 & into 2023.
Last time Danielle joined the show, it was January, at the beginning of the year, as it had become clear the Fed stayed too loose, for too long. In that conversation, we discussed what Fed rate hikes would mean for the economy, markets, inflation & housing. Now, nine months later, it felt right to invite Danielle back to the show to reflect on the past year from a former Fed insider, and look forward for the rest of the year as Powell tries to reiterate his hawkish stance to the markets. Will they finally get the message? Is this the end of the Fed put? To find out, you'll have to tune in!
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(00:00) Introduction
(02:56) The "Fed Put"
(05:56) Jerome Powell's Paul Volcker Moment
(07:31) What To Expect Ahead of the Next FOMC Meeting
(09:22) Liz Truss's Energy Bailout Plan
(11:32) Which Leading Indicators Should You Follow?
(14:47) Housing IS The Business Cycle
(20:30) Quiet Quitting & Work From Home
(25:49) Circle Ad
(27:09) What Is Happening in the Labor Market?
(34:20) Looking Forward, What To Expect Throughout 2022?
(39:43) The Need For A Modern Day G.I. Bill
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Disclaimer: Nothing discussed on On The Margin 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.