Macro Voices Podcast

MacroVoices #181 Summer Special Part 1: Danielle DiMartino-Booth and Peter Boockvar on the Future of Monetary Policy

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Macro Voices Podcast

male silhouette.Erik Townsend and Patrick Ceresna welcome Danielle DiMartino-Booth and Peter Boockvar to MacroVoices. They discuss:

  • FOMC statement and historic rate cut
  • Are we in a currency war?
  • Risks of a recession in the U.S.
  • Main Street vs. Wall Street
  • How do risk assets react to a new QE?
  • Inflation risks moving forward
  • Modern Monetary Theory

Coming in Part 2:

  • Financial Repression
  • China and Trade War
  • Europe, the ECB and Christine Lagarde 
  • Outlook on Gold
  • What happens next?

 


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Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm celebrating its one-year anniversary of launching The Daily Feather and the four-year anniversary of the Weekly Quill.  

DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

 
Since inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.
 
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.  She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. 
 
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from The University of Texas at Austin and an MS in Journalism from Columbia University.

To sign up for her daily newsletter, The Daily Feather, please go to quillintelligence.com.

 

PETER BOOCKVAR  is the Chief Investment Officer of Bleakley Advisory Group.

He is also the Editor of The Boock Report, a global macro newsletter. Before this he was the Chief Market Analyst with The Lindsey Group, a macro economic and market research firm founded by Larry Lindsey. Prior to joining The Lindsey Group, Peter worked at Omega Advisors, a New York based hedge fund, as a macro analyst and portfolio manager. He was an employee and partner at Miller Tabak & Company for 18 years and became the equity strategist and a portfolio manager with Miller Tabak Advisors. He joined Donaldson, Lufkin and Jenrette in 1992 in their corporate bond research department as a junior analyst. Peter is a CNBC contributor and appears regularly on their network. Peter graduated Magna Cum Laude with a B.B.A. in Finance from George Washington University.

 


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