Summary: Rate direction – bets are for cuts later this year!<br> <br> Ending the quarter on a more positive note - market happy nothing else is breaking.<br> <br> Nailing 1st place in the Chili Cook off - secret ingredient.<br> <br> This week's guest - Danielle DiMartino Booth.<br> <br> <a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a><br> <br> <br> <br> <br> <br> <br> <br> As Founder & CEO of <a href="https://quillintelligence.com/">Quill Intelligence</a>, <a href="http://dimartinobooth.com/">Danielle DiMartino Booth</a> set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.<br> <br> To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.<br> <br> A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.<br> <br> <br> <br> She is the author of <a href="https://quillintelligence.com/">FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America </a>(Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.<br> <br> Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.<br> <br> Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.<br> <br> DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.<br> <br> DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.<br> <a class="twitter-follow-button" href="https://twitter.com/DiMartinoBooth" data-size="large" data-show-count="false">Follow @DiMartinoBooth</a><br> <br> <br> <br> Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a><br> <br> <br> <br> <a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><br> <br> <br> <br> Looking for style diversification? More information on the TDI Managed Growth Strategy - <a href="http://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a><br> <br> <br> <br> Stocks mentioned in this episode: (CS), (BAC), (SPY), (GLD)
