All-Stars #34 Danielle DiMartino-Booth: The stock market can rally thru the 1st or 2nd rate cut

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 19 July 2019

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

All-Star Danielle DiMartino-Booth explains “Double Easing” (rate cuts and QE at the same time) and why it’s a possibility, and explains why the stock market can rally a bit longer despite the global growth slowdown. Link: http://bit.ly/2YfP1c2

Transcript

Click on a timestamp to play from that location

0:00.0	This is a special edition of Macro Voices with hedge fund manager Eric Townsend.
0:13.5	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.1	offices, and other sophisticated investors.
0:22.3	Now for this special edition of Macro Voices, here's hedge fund manager Eric Townsend.
0:29.4	Macro Voices All Stars Episode 34 was recorded on July 15, 2019.
0:35.2	I'm Eric Townsend.
0:36.9	All Star Danielle DiMartino Booth is back with us this week.
0:41.1	This episode of Macro Voices All Stars is brought to you by top traders on plug.com, the
0:46.3	leading podcast for systematic trading and investing.
0:50.0	They're even offering Macro Voices listeners a free book.
0:52.9	I'll tell you how to claim it at the end of this episode.
0:56.0	All Star Danielle DiMartino Booth is back with us today.
1:00.1	Danielle, last time on the program, you made an excellent argument describing all of
1:05.9	the many reasons that you think the US economy is not immune to a global slowdown that's
1:12.7	already underway.
1:13.7	And for any listeners who may have missed that episode, there's a couple of weeks ago,
1:18.6	Danielle's All Stars appearance.
1:20.1	I highly recommend that episode.
1:22.4	We've gotten quite a bit of feedback from both listeners and other guests about that
1:26.0	interview.
1:27.0	I want to specifically focus, though, on some of the other guests feedback.
1:31.1	And a question that Brent Johnson has indirectly posed is, you know, clearly Danielle's right
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Hedge Fund Manager Erik Townsend, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hedge Fund Manager Erik Townsend and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.