DoubleLine Round Table Prime: Global Macroeconomy - Danielle DiMartino Booth of Quill Intelligence

[@NotPoliticallyCorrect407]

been waiting for this , the quality of discussion is unparalleled.. thank you for sharing.

[@VictoriaPorscheGuy]

Quality conversation. So much better than the 9 second hot-takes from CNBC

[@Bishman]

This panel discussion was awesome! Thank you, Danielle. ❤️

[@granttharby9123]

Excellent segment. Well worth the time. Need more of these round tables.

[@grilledxcheeze]

These are such amazing conversations. I loved it when Danielle came out swinging on Gundlach against his idea of lower interest keeping inflation in check. It doesn't feel like that from my perspective. Great show everyone, hoping to see part 2 soon!

[@Purnama1008]

Danielle is right on.

[@detectiveofmoneypolitics]

Still watching Frank G Melbourne Australia 🇦🇺❤Thanks to you Danielle cheers Frank

[@jbthecook]

So Soo good

[@geoffdaly3991]

what about millions of people who have savings and cant qualifiy for benefits but are in effect gone on strike from the labour force due to mandates?

[@tomminterbobby]

lots of interesting dara thamks

[@thomasb.9534]

From WaPo... [deere] agreement offered an immediate 10 percent raise and an $8,500 ratification bonus, plus 5 percent raises in 2023 and 2025

[@thomasb.9534]

Where did 40% come from?

[@leinad5243]

Fed has the back of the investor class period

[@gregcieply6916]

For context - Russell Small cap is up 30% since Apr 2020.

[@cabragooncabulous4082]

This was great but on the real estate, as a reator, Danielle is right 1st time individual buyers are being pushed out. Gundlachs chart What Gundlachs Chart Isnt showing the reality

[@gregcieply6916]

also, Velocity is still in the tank

[@MistVapor]

What global crises could allow the US to flip the switch toward immediate CBDC?

[@leinad5243]

Condos are the best scheme...buy the footprint....then sell units on the free space as you rise in the sky lol...make sure to offer amenities no one uses and ss appliances and plastic counter and cabinets to boot

[@leinad5243]

Housing is the greatest scheme.... privatize government debt( borrowed from China) by turning it into public debt as mortgages...perfect

[@lauriekline8655]

Which administration started this fiscal stimulus?

[@ganntradingsystemstimecycl2783]

Jeff and Jim only ones who seem to speak without some bias agenda..

[@user-qy1kq5xl9p]

what about the single ppl.....

[@leinad5243]

If everyone is basically gambling for free in real terms.. is that sustainable in the long run....?

[@leinad5243]

The economy right now is like a saturated solution because of QE world wide...but rapidly becoming supersaturated.....and then no more...approaching that point soon

[@jamespollard8090]

I started an active investment account, since October. I am almost back to even.

[@leinad5243]

Giant housing margin call is coming for housing as it has become a financialized commodity...low rates has filled markets with liquidity

[@leinad5243]

Seriously rent 2k per month....wages 15$ / hr :(

[@jamespollard8090]

Many stocks in the small caps are down hard.

[@leinad5243]

Inflation is purposeful as it makes the underclasses row faster...too tired to rebel as prices run wild the goal of fear sets in.....control..the goal

[@PatriceMorris.]

People have changed, especially, woman. Woman asked the question "does this make sense for my life to continue to work the way I do? There is going to be another wave, and the analyst will not understand what happened. It is not going back up. I am betting on the Human to get out of the Labor Market and see how they are being fed on for PROFIT... Everything is balanced on the Minds of ordinary people..

[@leinad5243]

They unleashed low rates to funnel debt even quicker to the top..perfect

[@Michael-qy1jz]

Yes, they have forced rates to zero which steals free market savings rates from savers and transfer it to asset bubble riders, speculators and debtors. Tens of trillions transfered upwards. Its forcing everyone way out the risk curve an turning everyone into speculators trying to get ahead and then they will pull the rug out.. lol

[@leinad5243]

@@Michael-qy1jz can they ever pull out? Seems like easing is pemanent..like Japan...

[@Michael-qy1jz]

@@leinad5243 My Understanding is No. Luke Gromen states that they either need to start defaulting or start printing until Dept to GDP gets under 80% from its current 122%, which he states is a national security threat. Gromen stated they need a 15% real inflation rates, which about what we have today, for the next 5 years to inflate debt to GDP down. Either way, something will break this year, the debt and money printing have been rediculous and something has to give in my opinion. I have lots of rentals in SW Florida here and prices and rents are up 30% this last 18 months. My kids can not out earn that and most can't. It's a bubble riders paradise that should correct to half, but I doubt they would let it. My feeling is we will get 1 more deflationary correction & scare until they change the Fed laws and turn thier 8.8 trillion balance sheet liability into cash and then they start buying assets directly. It's horrible. Pensions are 5.5 trillion underfunded and Stephanie Pomboy states that will doubly this next recession. Gundlach & Dimartino both state zombie corps are at 22% that cant pay the interest on thier debt. Lol. As Robert Kiyosaki states- Savers are loser.

[@leinad5243]

@@Michael-qy1jz Well I am in Ontario Property prices here are completely out of control...the liquidity provided through low interest rates is basically free money as all assests rise and the dollar becomes worthless...sadly savers have been punished as Dalio says cash is trash...in 2019 unloaded my rentals because I thought the repo crisis was the fall...even with covid real estate continued to rise...in the good old days of subprime...no one got bailed out that all changed with covid...now everyone gets bailed out...to me it 's a moral hazard when you make more from speculating than hard work..this can not last..but I have a feeling rates will go more negative in real terms as they attempt to save the system...in Ontario 25% of homes bought now are by speculators.....its like a ponzi scheme now....all betting on more gains ...biggest bubble ever

[@Michael-qy1jz]

@@leinad5243 yes, this whole thing will roll over at some point. SW Florida has been a mania. I've kept all mine because I refuse to give Govt capital gains from my paid off rentals. Lol. And besides, I have no idea what to do with the cash if I did cash out. I have large credit lines ready in Hope's we take a nice 50% correction and I will buy more. Its criminal what they have done if you ask me. It's been tens of trillions of wealth transfers by forcing rates to zero and keeping them there. The only way they will get a great reset agenda is if they dump the whole system.

[@leinad5243]

Internet has enlightened people to the game...we all can read the rules now and people are fed up...people do not want to play the game when it has been fixed..to benefit only a few...the solution would be share equity with the workers...not just investor class..level the playing field...

[@leinad5243]

Pay me 50/ hr and Ill clean your house and press your shirts..with a smile

[@leinad5243]

No this time they will print unlimited to stop the crash....a crash would be like the movie Don't look up......total devestation

[@lauriekline8655]

The fiscal stimulus began with the prior administration.

[@leinad5243]

Why would anyone want to serve the bougeouis for 15/ hr plus tips...serve yourself....you make a dollar I make a dime

[@leinad5243]

Example Afganistan....start a war...ramp up the machone...justify it..weapons of mass destruction...get tax payers to pay for it...then close business operation...leave billions of equipment..find new war rinse and repeat

[@geoffdaly3991]

having listeed to both round tables.. with comments blocked on the other one.. i have to say theer is a lot of ivory tower economic analysis going on. as mark twain would have put it, lies damn lies and statistics, there is a lot of reality being ignored or overlooked and as a consequence poor assuptions

[@leinad5243]

Cities will fall as peoplie move back to the land and free themselves from the machine and start living...for real

[@spicole2937]

8 million guys low wage not working no families no kids no society

[@leinad5243]

5 stocks up..monopoly....remember the game....liquidity flows into the monsters...like the robber barons...capitalism....? Sounds like state plannig...communism

[@leinad5243]

Yah oil goin back to 40 lol

[@dkvikingkd233]

If it wasn't for the change in definition by WHO in 2009 we would never have been in a "pandemic". It is and always was a political choice! (and I must say that I find David Rosenberg's infatuation with the authoritarian collectivist corona measures deeply repulsive..)

[@leinad5243]

Inflate the national debt away...lol...cash is trash Dalio...people know it

[@user-zg5ps3im3l]

Are we about to experience communism?

[@traviswall1982]

About to?