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The Intrinsic Value Podcast - The Investor’s Podcast Network

MI240: What to Expect from the Fed w/ Danielle DiMartino Booth

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6592 Ratings

🗓️ 8 December 2022

⏱️ 49 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN: 10:06 - Will we see sustained higher interest rates and inflation for longer?  11:28 - How many more rate hikes Danielle expects from the Federal Reserve? 18:42 - Danielle’s thoughts on if the Fed will step in to save markets if things get worse.  18:46 - Does the Fed Put still exist, or is the Fed trying to break the put?  20:20 - What would cause the Fed to pivot?  25:16 - Danielle’s outlook for the stock market.  25:16 - Her advice on how Millennials should position their investments during this time.  29:40 - The biggest challenges she thinks Millennials face in today’s investing climate.  30:33 - Update on the housing sector, why this could present a great buying opportunity for millennials.  38:55 - What’s going on in the auto sector, consumer debt and loose lending practices? 46:11 - Why are central banks accumulating record amounts of gold in Q3 2022?  And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out: Quill Intelligence.  Check out Danielle’s Book: Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America.  Related Episode: Risk Management Techniques & Studying Warren Buffett w/ Max Rudolph - MI193.  NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Danielle: Twitter | LinkedIn Connect with Rebecca: Twitter | Instagram HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP.

0:02.7

If you're slowly but surely investing your money for the long haul in the stock market, so be it.

0:08.1

But be defensive in your posture.

0:10.1

Understand that cash actually pays in these kinds of environments.

0:13.6

Keep your powder dry is what I would have to say.

0:16.3

But we will go into an earnings recession.

0:18.4

We will have a global economic recession and pullback. We will

0:22.3

have multiple housing bubbles explode, implode. On today's episode, I'm joined by Danielle D. Martino

0:32.8

Booth, who is the CEO and chief strategist for Quill Intelligence. Prior to Quill, Danielle spent nine years at the Federal Reserve Bank of Dallas, where her

0:42.5

work focused on financial stability and the efficacy of unconventional monetary policy.

0:48.5

During this episode, Danielle helps us make sense of the Fed's actions, including her thoughts on what's the likely

0:55.3

trajectory of interest rates and inflation going forward, how many more rate hikes could we see,

1:00.7

and will inflation stay in this higher than normal range for longer than expected?

1:05.3

She also talks about why she thinks the Fed won't be quick to step in and save markets

1:09.8

if things get worse and gives her

1:12.0

outlook on the stock market and advice on how to think about investing during this time, along with

1:17.9

an update on the housing sector, what's going on in the auto sector, and so much more.

1:24.1

I really enjoyed this conversation with Danielle. I think it's a really timely discussion to help us think about what to expect going forward

1:32.0

and how things might play out in the upcoming meeting.

1:35.3

So with that all said, I really hope you enjoy today's episode.

1:39.9

You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, Robert Leonard and Rebecca Hotsko, interview successful entrepreneurs, business leaders and investors to help educate and inspire the millennial generation.

1:58.1

Welcome to the Millennial Investing Podcast. I'm going to the millennial investing podcast. I'm your host, Rebecca Hotsko, and on today's

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