David Lin | 20% Of U.S. On Welfare; Household Bankruptcies Surging | Danielle DiMartino Booth @TheDavidLinReport | Uploaded October 2024 | Updated October 2024, 1 hour ago.
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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: youtu.be/sVgvMJ8t9T4?si=3FqHaO8wq1i_NPIj
*This video was recorded on October 9, 2024
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FOLLOW DANIELLE DIMARTINO BOOTH:
QI Research Substack - Use this link to receive a 20% discount: dimartinobooth.substack.com/MEM24
Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth
FOLLOW DAVID LIN:
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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
Try InVideo for free at invideo.io/i/DavidLin, 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: youtu.be/sVgvMJ8t9T4?si=3FqHaO8wq1i_NPIj
*This video was recorded on October 9, 2024
Subscribe to my free newsletter: davidlinreport.substack.com
Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW DANIELLE DIMARTINO BOOTH:
QI Research Substack - Use this link to receive a 20% discount: dimartinobooth.substack.com/MEM24
Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): 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