
The Fed Is Looking at the Wrong Numbers Ft. Danielle DiMartino Booth - LFTV Ep 292
Get every episode summarized
Each time Kinesis Money publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
In this week’s Live from the Vault, Andrew Maguire is joined by Danielle DiMartino Booth of QI Research to examine what lies beneath an economy the Fed calls stable — from small business bankruptcies to credit markets pricing risk not seen in decades.
The two experts discuss why gold has broken from its historical relationship with interest rates, what the Xi-Trump meeting signals for the dollar, and why Danielle believes the biggest risk investors face right now is not the one they are watching.
Check out Danielle:
https://quillintelligence.com
https://x.com/DiMartinoBooth
Send your questions to Andy here: https://www.speakpipe.com/LFTV
Timestamps:
00:00 Start
01:45 Why gold has decisively broken its relationship with interest rates
05:12 Xi meets Trump - what is really being discussed behind closed doors
09:50 Weimar Republic echoes and the stock market bubble nobody wants to talk about
14:32 Why political polarisation is the biggest risk nobody is pricing in
20:07 The Fed is looking at the wrong data- what it is missing beneath the surface
25:18 Stagflation is already here - small businesses and farmers are being hit hardest
30:44 Commercial real estate is cracking wider than markets realise
38:02 The margin debt risk most investors are completely underestimating
43:16 Why stacking physical gold and silver remains the only long-term strategy
Sign up for Kinesis on desktop:
https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_292
Download the Kinesis Mobile app - available App Store and Google Play:
Apple: https://kms.kinesis.money/signup
Google: https://play.google.com/store/apps/details?id=com.kinesis.kinesisapp
Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.
X: https://twitter.com/KinesisMonetary
Facebook: https://www.facebook.com/kinesismoney/
Instagram: https://www.instagram.com/kinesismoney/
Telegram: https://t.me/kinesismoney
TikTok: https://www.tiktok.com/@kinesismoney
The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.
Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.
Get every episode summarized
Each time Kinesis Money publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Kinesis Money

Historic Gold Rush Reprices Global Debt - LFTV Ep 293
Kinesis Money

Hong Kong's 30,000 Tonnes Trumps Paper Gold - LFTV Ep 291
Kinesis Money

Gold’s Biggest Shift in Decades? Ft. Craig Hemke - LFTV Ep 290
Kinesis Money

The Battle of the Gold Whales - LFTV Ep 289
Kinesis Money