Danielle DiMartino Booth CEO & Chief Strategist, QI Research joins Forward Guidance for a special episode from Camp Kotok.
We discuss the past 3 years in both the economy and markets, Fitch's recent AAA downgrade on U.S debt & the lingering stress in commercial real estate. To hear all this & more, you'll have to tune in!
--
Today’s interview is brought to you by YCharts. For a free trial and 15% discount on new memberships, visit https://go.ycharts.com/forward-guidance
--
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Danielle on Twitter https://twitter.com/DiMartinoBooth
Follow Cumberland Advisors on Twitter https://twitter.com/CumberlandADV
Follow Global Interdependence Center on Twitter https://twitter.com/Interdependence
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
--
Timecodes:
(00:00) Introduction
(00:51) Fitch's AAA Debt Downgrade
(07:00) S&P's Debt Downgrade vs Fitch's Debt Downgrade
(11:41) We Took MMT On A Test Drive & It Crashed Into The Wall
(15:06) The Path Ahead For U.S Debt Issuance
(19:58) Commercial Real Estate
(23:19) Where Are We In The Cycle?
(26:25) Oppenheimer Or Barbie?
--
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.