Corporate Defaults are Spiraling Out of Control as Tariffs & Energy Crisis Hits | Danielle DiMartino Booth

Corporate Defaults are Spiraling Out of Control as Tariffs & Energy Crisis Hits | Danielle DiMartino Booth

From WTFinance by Anthony Fatseas

April 3, 2026 · 29 min

About this episode

Danielle DiMartino Booth discusses the spiraling corporate defaults due to the energy crisis and tariffs in this episode of WTFinance.

Interview recorded - 30th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Danielle DiMartino Booth. Danielle is the CEO & Chief Strategist for QI Research. She is the author of Fed Up and a global thought leader in monetary policy, economics and finance with 9 years experience at the Federal Reserve Bank of Dallas.During our conversation we spoke about the current issues in the economy, energy crisis, how businesses can't catch a break with tariffs, energy costs and higher rates, FED reaction, liquidity shift, Private Credit and impact on markets. I hope you enjoy!0:00 - Introduction2:46 - Overview of economy4:49 - Comparing to prior energy crisis?6:29 - Where is the leverage?7:15 - Companies struggling8:56 - Unemployment11:26 - FED reaction14:53- What should FED do?18:13 - Kevin Warsh nomination19:26 - Liquidity shift22:15 - Private Credit Concerns25:20 - Impact on markets27:06 - One message to takeaway?DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of…

People in this episode

Host: Anthony Fatseas

Guest: Danielle DiMartino Booth

Topics covered

  • corporate defaults
  • energy crisis
  • tariffs
  • monetary policy
  • market impact
  • liquidity shift

Keywords

  • corporate defaults
  • energy crisis
  • tariffs
  • monetary policy
  • liquidity
  • private credit
  • market analysis

Mentioned in this episode

Organizations: QI Research, Federal Reserve Bank of Dallas

Books & works: Fed Up

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