To get $1,000 off an annual subscription to QI Pro, Danielle DiMartino Booth’s institutional-grade research service, go to https://quillintelligence.com/register/qi-pro-friends-of-farley/.
$3,000 instead of $4,000 for the first year, offer ends in July. Interested parties may request a sample report of QI Pro by emailing Danielle DiMartino Booth at danielle ... Show More
Yesterday
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjo ... Show More
47m 31s
Jan 30
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are fi ... Show More
1h 1m
Jan 28
Finding The Next Perfect Trade | Alex Gurevich
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, pr ... Show More
53m 1s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
<p>Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with th ... Show More
11m 43s
Jan 2025
2025 kicks off with market optimism vs geopolitical jitters
<p>US equities began 2025 with a brief sell-off followed by a rebound, while Chinese shares are having their worst start to a year since 2016. Microsoft said that it will spend USD 80 billion on data centres this year. This week, investors will be watching economic data releases, ... Show More
11m 7s
Aug 2025
Fed independence in the spotlight as markets await key inflation gauge
Yesterday saw a flurry of economic data releases, accompanied by significant political developments. The US economy demonstrated stronger-than-expected resilience in the second quarter, expanding at a revised annualised rate of 3.3%, while recent labour market figures suggest a s ... Show More
16m 25s
Aug 2025
Inflation steady, Fed cut odds, AI chips slide
US stock futures dip after the Fed’s preferred inflation gauge, core PCE, rose 2.9% year over year — in line with estimates but still above the central bank’s 2% target. Fed Governor Christopher Waller backed a September rate cut and signaled more easing ahead. Fed Governor Lisa ... Show More
21m 14s