Money Supply is Falling Most Since Great Depression | DiMartino Booth with Jack Farley, Blockworks

Danielle DiMartino Booth, CEO and chief strategist of QI Research, returns to Forward Guidance to share her findings on the problems brewing in commercial real estate, the collapse in money supply (M2) growth, and her updated views on the auto and housing markets.

- the potential credit crunch
- "deathly silence" in private markets (VC + PE)
- money growth slowing to lowest level since 1930s
- Bernanke doctrine at risk
- housing, auto loans, & commercial real estate (CRE)
- new Fed program (BTFP) is NOT Quantitative Easing
- the huge drain on reserves from a Treasury refunding ("we can't draw parallels to 2011," -
@DiMartinoBooth

Follow Danielle DiMartino Booth Twitter: DiMartinoBooth
Follow Jack Farley on Twitter Twitter: JackFarley96
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Follow Blockworks on Twitter Twitter: Blockworks_
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Timestamps:
00:00 Intro
04:33 "Deathly Silence" In Private Equity World
16:13 "There Will Be A 'Mark-to-Market' Moment"
19:31 Issues In Commercial Real Estate (CRE)
21:47 Public ad
22:50 Auto Loans Are In Distress
30:36 The Residential Housing Market
36:39 ill Inflation Fall?
38:08 Fed Expects A Recession
41:12 Money Growth Is Lowest Since Great Depression
44:30 The Debt Ceiling
51:09 The Bernanke Doctrine In Jeopardy? (QE whil rates are above zero)
01:03:40 Quantitative Easing Is NOT Back, Says Danielle
01:09:28 Closing Thoughts On Credit Crunch
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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.
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