Danielle DiMartino Booth, CEO and chief strategist of QI Research, returns to Forward Guidance to share her findings on the problems brewing in commercial real estate, the collapse in money supply (M2) growth, and her updated views on the auto and housing markets. -- Today's show is sponsored by Public.com: Get a 5.1% yield when you open a government-backed Treasury Account by going to https://public.com/forwardguidance -- Follow Danielle DiMartino Booth https://twitter.com/DiMartinoBooth Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Timestamps: (00:00) Intro (04:33) "Deathly Silence" In Private Equity World (16:13) "There Will Be A 'Mark-to-Market' Moment" (19:31) Issues In Commercial Real Estate (CRE) (21:47) Public ad (22:50) Auto Loans Are In Distress (30:36) The Residential Housing Market (36:39) ill Inflation Fall? (38:08) Fed Expects A Recession (41:12) Money Growth Is Lowest Since Great Depression (44:30) The Debt Ceiling (51:09) The Bernanke Doctrine In Jeopardy? (QE whil rates are above zero) (01:03:40) Quantitative Easing Is NOT Back, Says Danielle (01:09:28) Closing Thoughts On Credit Crunch -- 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.