TDI Podcast: Reality Bites (#962)

TDI Podcast: Reality Bites (#962)

From The Disciplined Investor by Andrew Horowitz - Host

March 1, 2026 · 57 min · Episode 962

About this episode

The episode discusses market reactions, mortgage rates, and features an interview with Danielle DiMartino Booth on monetary policy.

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) As Founder & CEO of Quill Intelligence , Danielle DiMartino Booth set out to launch a # ResearchRevolution , redefining how markets intelligence is conceived and delivered. 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. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (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. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to…

People in this episode

Host: Andrew Horowitz

Guest: Danielle DiMartino Booth

Topics covered

  • markets
  • monetary policy
  • technology
  • investing
  • economics

Keywords

  • markets
  • tech
  • mortgage rates
  • Federal Reserve
  • Danielle DiMartino Booth

Mentioned in this episode

Organizations: Quill Intelligence, Federal Reserve Bank of Dallas, Bloomberg, CNBC, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance

Books & works: FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America

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