Shows
Mining Stock DailyPeter Boockvar on Massive Discrepancies Between the Real Economy and the Stock MarketTrevor Hall sits down with Peter Boockvar to delve into the complexities of the current market landscape. They explore the ongoing K-shape recovery, where certain sectors are thriving while others struggle. Peter shares insights on the disconnect between stock market performance and economic realities, highlighting the impact of tariffs and inflation on various industries. Tune in for a deep dive into the mixed messages of today's economy and what it means for investors.2025-07-2415 min
Maggie Lake Talking MarketsEpisode 72: Do Tech Earnings Trump Tariffs? With Peter Boockvar.Joining Maggie Lake on Talking Markets today is Peter Boockvar, CIO of Bleakley Financial Group and author of the Boock Report. With Europe and the US seemingly barreling towards a trade war, a busy earnings week ahead (including Alphabet and Tesla), and a far right election surge in Japan, there's lots to talk about. And of course, we'll be taking your questions, too. For more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x...2025-07-2134 min
The KE ReportWeekend Show - Peter Boockvar & Matt Geiger - From Wall Street to Gold Stocks: Markets and Resources in FocusThis weekend’s show dives into what’s really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks.
If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!
Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Show Segments
Segment 1 & 2 - Peter...2025-07-1954 minThe KE ReportWeekend Show - Peter Boockvar & Matt Geiger - From Wall Street to Gold Stocks: Markets and Resources in FocusThis weekend’s show dives into what’s really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks.
If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!
Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Show Segments
Segment 1 & 2 - Peter...2025-07-1954 min
Wealthion - Be Financially ResilientPeter Boockvar warns that while markets look great, economic growth doesn’tIn this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… he believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we're "knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and f...2025-07-0851 min
RiskReversal PodMud In The Gears Of Business with Peter BoockvarDan Nathan is joined by Peter Boockvar, CIO at Bleakly Financial Group, on the RiskReversal Podcast. The discussion covers recent market trends, the impact of tariffs, and the job report from the previous week. Peter provides insights on the gap between economic data and market performance, especially in light of recent trade deals and tariffs with countries like Vietnam and China. The conversation also includes an analysis of various sectors including tech, banking, and retail, as well as a detailed breakdown of potential tariff implications for US corporations. They also touch on the role of AI, central bank actions...2025-07-0854 min
WealthWise with Jeffrey HirschIs the US Economy Stronger Than It Looks? | Peter Boockvar Isn’t So SureIs the U.S. Economy Stronger Than It Looks? Peter Boockvar Isn’t So Sure
In this power-packed episode of WealthWise, host Jeffrey Hirsch (Editor-in-Chief, Stock Trader’s Almanac) welcomes Peter Boockvar, CIO at Bleakley Financial Group, for an unfiltered look at today's market dynamics.
💼 Peter’s Contrarian Investment Playbook
➡️ Why he's rotating out of big tech and into value stocks and international markets
➡️ How shifting foreign capital flows are changing the global investment game ➡️ What a VIX drop below 18 means for investors
🔍 Key Topics Covered:
📉 Seasonal Q3 weakness & potential pul...2025-06-2346 minRiskReversal PodFed Stays Steady & The "Sell America" Trade with Peter BoockvarDan Nathan and his co-host Guy Adami are joined by Peter Boockvar, CIO at Bleakly Financial Group. The discussion centers around recent statements from Fed Chair Jerome Powell, analyzing market reactions and economic forecasts, particularly in light of tariffs and inflation concerns. The hosts and guest delve into the Fed's stance on future rate cuts, the impact on GDP and inflation projections, and the broader implications for the labor market, housing sector, and global trade. Peter emphasizes the importance of unbiased risk management and offers a nuanced perspective on the potential economic repercussions of current fiscal policies. The episode...2025-06-1931 min
Discourse with ChristianThe Global Investing Playbook Has Changed — Peter Boockvar Warns What’s AheadIn this episode of Discourse with Christian, host Christian White sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack. Boockvar shares sharp insights on the current state of the global economy, market leadership shifts, and why the traditional investing playbook may no longer apply.He covers:Why the U.S. economy appears increasingly unevenThe weakening dollar and declining foreign demand for TreasuriesGlobal capital flow shifts toward Asia and international equitiesThe impact of tariffs, Fed policy, and slowing job growthWhat retail and institutional investors may be missingBoockvar also discusses...2025-06-1113 min
On The Tape with Danny MosesPeter Boockvar: The Canary Is Still SingingDanny Moses welcomes Peter Boockvar, Chief Investment Officer at Bleakley Financial Group. They discuss the accuracy of Peter's market predictions from February, touching on subjects like the 'Mag 7' tech stocks, global investment trends, and market valuations. The conversation expands to current financial dynamics involving the Federal Reserve, inflation, interest rates, and global bond markets. They also delve into sector-specific insights, including energy, housing, and retail. Danny highlights the significance of international investment flows and their impact on the US market. The episode wraps up with an analysis of the Belmont Stakes, discussing horse racing strategies and predictions.
--2025-06-0445 min
Buy Hold SellIs the US Economy Stronger Than It Looks? | Peter Boockvar Isn’t So SureIn this insightful episode of WealthWise, host Jeffrey Hirsch, Editor-in-Chief of the Stock Trader's Almanac, engages with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to delve into the evolving landscape of global investing.
Peter shares his contrarian approach, emphasizing a strategic shift from large-cap tech stocks to value-oriented companies and international markets. He discusses the implications of changing capital flows as foreign investors reassess U.S. allocations amid geopolitical tensions.
The conversation also explores:
~ The recent drop in the VIX below 18 and its significance for market recovery.
~ Seasonal market trends and potential Q3 weaknesses.
~ The role of gold and precious metals versus...2025-05-2047 min
Buy Hold SellIs the US Economy Stronger Than It Looks? | Peter Boockvar Isn’t So SureIn this insightful episode of WealthWise, host Jeffrey Hirsch, Editor-in-Chief of the Stock Trader's Almanac, engages with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to delve into the evolving landscape of global investing.
Peter shares his contrarian approach, emphasizing a strategic shift from large-cap tech stocks to value-oriented companies and international markets. He discusses the implications of changing capital flows as foreign investors reassess U.S. allocations amid geopolitical tensions.
The conversation also explores:
~ The recent drop in the VIX below 18 and its significance for market recovery.
~ Seasonal market trends and potential Q3 weaknesses.
~ The role of gold and preciou...2025-05-2047 min
The Weekly Money ClipIs the U.S. Economy Stronger Than It Looks? Peter Boockvar Isn’t So SureIn this insightful episode of WealthWise, host Jeffrey Hirsch, Editor-in-Chief of the Stock Trader's Almanac, engages with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to delve into the evolving landscape of global investing.
Peter shares his contrarian approach, emphasizing a strategic shift from large-cap tech stocks to value-oriented companies and international markets. He discusses the implications of changing capital flows as foreign investors reassess U.S. allocations amid geopolitical tensions.
The conversation also explores:
~ The recent drop in the VIX below 18 and its significance for market recovery.
~ Seasonal market trends and potential Q3 weaknesses.
~ The role of gold and preciou...2025-05-1948 min
The Weekly Money ClipIs the U.S. Economy Stronger Than It Looks? Peter Boockvar Isn’t So SureIn this insightful episode of WealthWise, host Jeffrey Hirsch, Editor-in-Chief of the Stock Trader's Almanac, engages with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to delve into the evolving landscape of global investing.
Peter shares his contrarian approach, emphasizing a strategic shift from large-cap tech stocks to value-oriented companies and international markets. He discusses the implications of changing capital flows as foreign investors reassess U.S. allocations amid geopolitical tensions.
The conversation also explores:
~ The recent drop in the VIX below 18 and its significance for market recovery.
~ Seasonal market trends and potential Q3 weaknesses.
~ The role of...2025-05-1847 minRiskReversal PodPanic to Policy: Peter Boockvar on the China Trade DealDan Nathan talks with Peter Boockvar from Bleakley Financial Group about the recent developments in the China-US trade deal and its implications on various markets, including stocks, currencies, and commodities. They delve into the impact of tariff rates, the economic strategies of both countries, and the potential scenarios that could play out over the next few months. Peter highlights China's advancements in technology and manufacturing, and how these changes affect global economic dynamics. They also discuss the potential effects on corporate tax rates, investment strategies, and the broader economic landscape, emphasizing the challenges businesses face in this uncertain environment...2025-05-1450 minMaggie Lake Talking MarketsEpisode 48: China Tariff Rollbacks Incoming? With Peter Boockvar."We're going to see a dramatic reduction in tariff rates on China," Peter Boockvar wrote May 5 in the Boock Report. The CIO of Bleakley Financial Group joins Maggie Lake on Talking Markets to discuss the future of tariffs on China, international stock outperformance, and the Fed's interest rate announcement later this week. Also up for discussion: a bond crisis, Peter's outlook for inflation, and where he sees opportunities. To get more from Peter, join him over on Substack at: https://peterboockvar.substack.com/ Looking to up your gold and silver holdings? Consider Hard Assets Alliance, a trusted platform holding...2025-05-0539 min
WTFinanceBond Warning as Tariffs Drive Inflation Higher with Peter BoockvarInterview recorded - 14th of April, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Peter Boockvar. Peter is a CNBC Contributor, Chief Investment Officer of Bleakley Financial Group & Editor of the Boock Report. During our conversation we spoke about what he is watching, Tariffs, DOGE, impact on the stock market, inflation, a bifurcating world, assets to perform and more. I hope you enjoy!0:00 - Introduction0:45 - What is Peter watching?1:26 - Tariffs3:53 - DOGE7:27 - MAG7 impacted9:01 - Inflation14:29 - Bonds2025-04-1825 minRiskReversal PodTariff Tantrum with Peter BoockvarDan Nathan is joined by Peter Boockvar, CIO at Bleakly Advisors, to discuss the market's response to recent tariff announcements by the president. They talk about bond market volatility, earnings estimates, and the reaction from risk assets like crude oil, gold, and the U.S. dollar. Peter provides an in-depth analysis of the tariffs on steel, aluminum, and auto imports, and the temporary 90-day respite on reciprocal tariffs excluding China. The discussion also covers potential long-term impacts on trade relations, market fragility, and the shift in global economic dynamics, especially concerning China. They emphasize the market's underlying issues preceding...2025-04-1055 minMaggie Lake Talking MarketsEpisode 35: Market Fallout From Tariffs. With Peter Boockvar & Dave Floyd.On this tariff episode, which we taped live while President Trump as annoucing the news, we had both Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of The Boock Report and Dave Floyd, Founder of Aspen Trading, break down the ramifications of the "Liberation Day" announcement. You may remember, Peter was sounding the alarm on tariffs back in December, when he warned that markets were "too complacent." Nailed it. After some initial confusion the markets melted down. Peter spells out why and Dave talks about levels that now bear watching. To join Dave's free newsletter, right...2025-04-0233 min
The Julia La Roche Show#244 Peter Boockvar: Three Major Market Shifts Creating Recession RiskPeter Boockvar explains why investors must discard the playbook that has worked for the past few years due to three major shifts: the end of the MAG7 tech trade, potential cuts in government spending, and declining foreign flows into US assets. Boockvar notes that these seven stocks reached 35% of the S&P 500 - exceeding the concentration seen in March 2000 - while becoming a global "reserve currency" with central banks like Norway's Norges Bank and the Swiss National Bank owning billions in shares. He identifies emerging opportunities in international markets, with the German DAX up 17% and Hang Seng up 20% year-to-date...2025-03-2134 min
Market Misbehavior with David Keller, CMTPeter Boockvar on Fed Policy, the Ten Year, and What Inflation Means For Investors🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...In the 23rd episode of the Market Misbehavior podcast, I talk with CNBC Contributor and macroeconomic expert Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Editor of The Boock Report. We discuss expectations for Fed policy in 2025, how inflation and interest rate shifts could impact portfolios, the potential effects of President Trump's tariff policies, the outlook for big tech earnings, and the strength of the US Dollar.You can...2025-03-1833 min
Soar FinanciallyGOLD Sends Economy Towards Recession, Trillions Erased | Peter BoockvarIs the U.S. economy on shaky ground? In this episode of Soar Financially, I sit down with top financial strategist Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to dissect the current economic landscape. We explore the three fragile pillars holding up the economy, government spending, upper-income consumer strength, and corporate investment, and why each is under pressure.Boockvar also unpacks the risks of a looming recession, the impact of tariffs and trade wars, and why gold has emerged as a key hedge amid global uncertainty. Don’t miss this deep dive into market volatility, investment strategies, an...2025-03-1329 minRiskReversal PodPeter Boockvar on Global Crosswinds: Japan, Europe, and the US Treasury MarketGuy Adami is joined by Peter Boockvar, Chief Investment Officer at Bleakly Financial Group. They discuss the recent CPI report, inflation trends, and the implications for the Federal Reserve. Peter also examines how higher interest rates affect different sectors, the impact of tariffs, and the challenges faced by the AI and tech sectors. The conversation extends to global markets, including notable changes in Japan and Europe, and their potential influence on U.S. bond yields. Additionally, they explore the resilience of the gold market in a volatile economic landscape.—FOLLOW USYouTube: @RiskReversalMedia...2025-03-1329 min
The David Lin ReportMarket Reached 'Inflection Point': Where Is Money Rotating To Now? | Peter BoockvarSign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinPeter Boockvar, CIO of Bleakley Financial Group, discusses the possibility of a DOGE refund check, the tech trade, and outlook for stocks and interest rates. *This video was recorded on February 20, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER BOOCKVAR: Bleakley Financial Group: https://www.bleakley.com/Twitter (@pboockvar): https://twitter.com/pboockvarThe Boock REport: https://boockreport.com/FOLLOW DAVID LIN:X (@davidlin...2025-02-2527 minMaggie Lake Talking MarketsEpisode 19: Is the Mag 7 Trade Over? With Peter BoockvarThe dominance of the Mag 7 could be coming to end, says Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of The Boock Report. Peter joins Maggie Lake on Talking Markets to discuss the regime change in global stock markets, why the Hang Seng is "running away from" the S&P so far this year, and why European stock market performance may not be a flash in the pan. Also up for discussion: "stagflation" in Europe, what the latest economic data is telling us, and the outlook for bonds.For more of Peter's work, read The Boock...2025-02-2434 minOn The Tape with Danny MosesPeter Boockvar: Is DeepSeek the Canary in the Mag 7 Mine?Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Substack author, joins the pod. Peter shares his insights on the potential shift from the 'Magnificent Seven' tech stocks to emerging markets like China, the attractiveness of commodity trades, and various policy changes in Europe. The conversation covers gold revaluation and its impact on the U.S. Treasury, the Federal Reserve's influence on long-term rates, and the role of tariffs on global supply chains. The episode also explores where investors might allocate their money in a changing market environment, highlighting opportunities in European and Chinese markets, the energy sector...2025-02-1941 minMaggie Lake Talking MarketsEpisode 02: "The Unwinding Of The Largest Financial Bubble Ever". With Peter BoockvarBond yields are on the rise around the world, raising concerns of a sovereign debt crisis. What's driving rates higher and what will that mean for global equities? Maggie Lake sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to discuss the market action. Peter will also break down the latest economic data and talk about where he sees opportunity in these volatile markets.
For more of Peter's work, read The Boock Report here: https://peterboockvar.substack.com/
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with...2025-01-0830 minRiskReversal PodPeter Boockvar on The Fed, Volatility, Valuations and Market ShiftsDan Nathan and Danny Moses are joined by Peter Boockvar from the Bleakley Financial Group. The trio delves into recent market volatility following the Federal Reserve's latest meeting. Peter Boockvar shares his insights on market reactions in both the stock and bond markets, discussing key factors such as positioning and sentiment. They explore the Fed's influence on market expectations and the broader economic outlook, touching on subjects like inflation, debt ceilings, and the impact of AI on the tech sector. Boockvar also provides contrarian views and investment picks for 2025, emphasizing the importance of quality over speculative investments....2024-12-2047 min
3i Member Spotlight2025 Market Predictions: Insights and Strategies with CNBC Contributor & Bleakley Financial Group CIO Peter BoockvarPeter Boockvar is the Chief Investment Officer at The Bleakley Group and publisher of The Boock Report. He is a trusted voice in financial media, regularly contributing to CNBC. Prior to joining Bleakley, Peter was the Chief Market Analyst at The Lindsey Group, a macroeconomic and market research firm founded by former Federal Reserve Governor Larry Lindsey. Earlier in his career, he worked as a Macro Analyst and Portfolio Manager at Omega Advisors and served as an Equity Strategist and Portfolio Manager at Miller Tabak + Company. Peter has been a 3i Member since 2023. In This E...2024-12-1933 min
Pro to Pro Hosted by Darius DaleDecoding Market Signals with Peter Boockvar I Dec 11, 2024In this episode, 42 Macro's Darius Dale and Peter Boockvar of Bleakley Financial Group discuss the mixed signals within the U.S. and global economies, market bifurcations, and the challenges of positioning portfolios in a complex macro environment. Peter highlights divergences across consumer spending, manufacturing, and services, as well as the impact of tariffs, rising interest rates, and inflation on corporate earnings. They also explore the sustainability of elevated market valuations, the potential for the 10-year Treasury yield to revisit 5%, and the risks posed by sovereign debt dynamics and a strong dollar. The conversation emphasizes the importance of connecting macro...2024-12-1250 minMaggie Lake Talking MarketsEpisode 42: Is It Time To Exit Stocks? With Peter BoockvarThe labor market is showing some signs of softening but stocks continue to charge higher. Is the bull rally getting over-extended? Maggie Lake sat down with Peter Boockvar to talk about the two-lane highway that is the US economy and the dilemma facing the Federal Reserve. Peter also talks about the underappreciated risk around Trump tariff policies and why looking for value in this market requires an active approach. Recorded the morning of December 4.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Twitter: https://x.com/maggielake
...2024-12-0829 min
On the Balance Sheet®Post-Election Market Implications with Peter Boockvar, Bleakley Financial GroupIn this month’s episode, Peter Boockvar, Chief Investment Officer of Bleakley Financial Group, visits with Vin, Zach, and DCG’s Justin Bakst to discuss potential economic implications from the recent US Presidential election. The four dive into the key policy areas Peter thinks will be most impactful over the next few years, expectations for our “two-lane highway” economic system, why the Fed should be taking the recent bond market activity seriously, and prospects for deregulation as it pertains to the banking industry. For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.2024-11-2030 minThe David Lin ReportBond Market Warning: Interest Rates About To Surge | Peter BoockvarPeter Boockvar, CIO of Bleakley Financial Group, discusses the outlook for stocks, bonds, and economic growth under a Trump Presidency.
Watch Peter's last video with me: https://youtu.be/zMcCRo_IkzI?si=go-SyQ1mzaI5pJEn
*This video was recorded on November 8, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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FOLLOW PETER BOOCKVAR:
Bleakley Financial Group: https://www.bleakley.com/
Twitter (@pboockvar): https://twitter.com/pboockvar
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X...2024-11-1130 min
Lead-Lag LivePeter Boockvar on Market Volatility Drivers, CPI Implications, and Inflationary Investment StrategiesHow do economic trends shape market volatility? Join us for an engaging discussion with Peter Boockvar, an expert in corporate bond research and investment management, as we unpack the complex factors driving the recent swings in financial markets. Together, we explore the impacts of the unwinding yen carry trades, the sudden shifts in bullish sentiment, and the critical role of technical indicators. We'll dissect the latest earnings reports from major tech companies, analyze the market's reaction to key economic data such as jobless claims and payroll numbers, and provide insights into the challenges facing today's economy.What...2024-08-2149 minThe David Lin Report10-Year Yield Bottomed Says Economist, ‘Death By A Thousand Cuts’ Next | Peter BoockvarSign up for an IRA with iTrust today using this link: https://itrust.capital/David
Peter Boockvar, CIO of Bleakley Financial Group, discusses the most recent inflation report, outlook for interest rates, economic growth, and catalysts for a potential stock market correction.
*This video was recorded on August 14, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW PETER BOOCKVAR:
Bleakley Financial Group: https://www.bleakley.com/
Twitter (@pboockvar): / pboockvar
The Boock REport: https://boockreport.com/
FOLLOW DAVID LIN:
X (@david...2024-08-1528 min
Wealthion - Be Financially ResilientPeter Boockvar: The ‘Death by a Thousand Cuts’ EconomyAndrew Brill sits down with Peter Boockvar, CIO of Bleakley Financial Group and author of ‘The Boock Report’ on Substack, to gather his expert insights on what lies ahead for a global economy facing multiple challenges. Peter also explores recent market volatility, Fed rate cut expectations, the fading hype in AI stocks, and why inflation may be more persistent than many expect—plus much more.
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com
Timestamps:
00:46 - Peter's Overview Of The G...2024-08-1437 min
Sprott Money NewsAsk The Expert with Peter BoockvarPeter Boockvar answers questions that most of you have been wondering, such as:
Are we finally seeing the effects of a hard landing rather than a soft one?
Is this going to be the typical rate-cutting cycle, where the economy rolls over, and the Fed just slashes and burns rates?
Is the still-elevated level of inflation going to limit the Fed's ability to counteract any economic downturns?2024-07-1718 min
Forward GuidancePeter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit BezzleForward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Peter Boockvar on Twitter https://twitter.com/pboockvarFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks___Timestamps:(00:00) Introduction(00:48) Peter's Economic Worries: That Lower-End Consumers Are Already In A Recession(12:26) VanEck Ad(13:06) Interview Continues(21:12) Is...2024-07-151h 25
MoneyShow MoneyMasters PodcastPeter Boockvar: Smarter Investing Strategies & Sectors for a Two Economies, Two Markets WorldPeter Boockvar is Chief Investment Officer at Bleakley Financial Group, as well as editor of The Boock Report markets newsletter. In this MoneyShow MoneyMasters Podcast episode, we take a 360-degree tour of the markets, the economy, Federal Reserve policy, and the most (and least) promising strategies, sectors, and asset classes for 2024-2025.
We start with a discussion of the “two different economies, two different stock markets” problem – why that’s the case, who’s winning, who’s losing, and how and when this “glaring gap of historic proportions” could get closed. Peter then shifts to a discussion of th...2024-07-1115 min
MoneyShow MoneyMasters PodcastPeter Boockvar: Smarter Investing Strategies & Sectors for a Two Economies, Two Markets WorldPeter Boockvar is Chief Investment Officer at Bleakley Financial Group, as well as editor of The Boock Report markets newsletter. In this MoneyShow MoneyMasters Podcast episode, we take a 360-degree tour of the markets, the economy, Federal Reserve policy, and the most (and least) promising strategies, sectors, and asset classes for 2024-2025.We start with a discussion of the “two different economies, two different stock markets” problem – why that’s the case, who’s winning, who’s losing, and how and when this “glaring gap of historic proportions” could get closed. Peter then shifts to a discussion of th...2024-07-1115 min
Wealthion - Be Financially Resilient'A Recession Is Inevitable' | Peter BoockvarPeter Boockvar discusses the inevitability of a recession and essential strategies to protect your wealth.
In this episode of Wealthion, host James Connor speaks with Peter Boockvar, Chief Investment Officer of Bleakly Financial Group and editor of The Boock Report. Boockvar provides a deep dive into the economic landscape, highlighting the inevitability of a recession, the potential for a massive market correction, and shocking insights on inflation.
TIMESTAMPS:
00:00 - Introduction
01:36 - Discussion on Q1 GDP and consumer behavior
04:40 - Disparity in consumer spending and economic conditions2024-07-0229 minThe Julia La Roche Show#178 Peter Boockvar: The Is The Most Mixed And Uneven Economy That I’ve Ever Seen And It Feels More Like A 1.5% GDP Growth Rate Economy Rather Than 3%Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and a CNBC contributor, discusses the mixed and uneven state of the economy. He highlights the contrasting trends in different sectors, such as housing, consumer spending, and manufacturing. Boockvar also discusses the impact of government spending and the labor market on the overall economy. He emphasizes the confusion and challenges faced by the Federal Reserve in managing inflation and interest rates. Boockvar shares his outlook on the future, including the potential for slower US growth, the importance of Asia in driving economic growth, and his investment preferences in commodities and...2024-06-2535 min
Wealthion - Be Financially ResilientAre Central Banks Pointing to Disaster? | Peter Boockvar | Speak Up with Anthony ScaramucciAre we on the brink of the next financial crisis? Peter Boockvar joins Anthony Scaramucci to explain central bank policies that could trigger economic turmoil and his outlook on the state of the economy.
Join Anthony Scaramucci in this episode of Speak Up, as he sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and CNBC contributor. Boockvar shares his insights on the impact of central bank policies, the challenges posed by rising interest rates, and the potential for a financial crisis. During their discussion, Peter and Anthony also touch on the...2024-06-0733 min
Real Vision: Finance & Investing#1034 - Buy in May and Go Away? Ft. Peter Boockvar🔥 ENDS TODAY: Get 30% OFF RV Crypto https://rvtv.io/3WaWTsVPeter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, joins Maggie Lake to analyze this week’s economic data, look ahead to next week's inflation print, and discuss the other key factors that he sees driving global markets.If you want access to the type of research that Peter sends institutional trading desks each morning — including real-time data analysis, risk asset positioning, and coverage of equities, bonds, commodities, and currencies — now’s your chance. Real Vision members get an exclusive discount on The Boock Repor...2024-05-1036 min
Wealthion - Be Financially ResilientStubborn Inflation & Debt Crisis: Warns of Economic 'Death by 1,000 Cuts’ | Peter BoockvarWe are partnering with SALT to offer our Wealthion community an exclusive opportunity to access a full day of top-tier financial insights and networking opportunities — all from the comfort of your own home and at a fraction of the cost of attending in person. Learn more here: https://wealthion.com/lp/salt24conference/
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In this episode, host Andrew Brill sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of the Boock Report.
Together, they tackle the stubborn inflation gripping the economy, the looming crisis in co...2024-05-0937 minThe David Lin ReportStagflation, Higher Rates For Longer; Will Markets Survive? Peter BoockvarPeter Boockvar, CIO of Bleakley Financial Group, discusses the biggest risks to the economy right now, and the assets that are most likely to outperform this year.
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*This video was recorded on April 25, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spot...2024-04-2828 min
MRKT MatrixWhat Moves in Gold, Yields and the Dollar Means for Stocks with Peter BoockvarDan Nathan and Peter Boockvar break down the top market headlines and bring you stock market trade ideas for Monday, April 15th.About the Show:MRKT Call is a daily video series with CNBC Fast Money’s Guy Adami and Dan Nathan. They’re offering their sound takes on the biggest market-moving headlines of the week, trade ideas, in-depth technical analysis, trading tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to...2024-04-151h 04
Real Vision: Finance & InvestingAre the Fed's hands tied? | With Peter Boockvar🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superaiPeter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, joins Maggie Lake to review the latest market action ahead of tomorrow’s Fed interest rate decision. They analyze the implications of the BOJ's unprecedented rate hike, discuss potential developments in the semiconductor sector, and more.For investors who want to get the same proprietary analysis that Peter sends institutional trading desks every morning, consider a subscription to The Boock Report...2024-03-1938 min
Real Vision: Finance & InvestingResearch: How the Pros Do It - Peter Boockvar and Brent Donnelly🔥 Get 14 days of RV Plus for just $1 https://rvtv.io/3wUYmZO🔥 SuperAI Singapore: Get 20% OFF tickets https://realvision.com/superaiFor the second day of our week-long series, Research: How the Pros Do It, Peter Boockvar, CIO of Bleakley Financial Group, and Brent Donnelly, president of Spectra Markets, join Maggie Lake to explore their research frameworks in this period of rapid market change and increased volatility. Right now, Real Vision members can save $100 on an annual subscription to Brent’s am/FX newsletter. Use code RV100 right here: http://realvision.com/brent And at The Boo...2024-03-1644 min
Real Vision: Finance & InvestingDoes the Jobs Data Paint the Real Picture? with Peter Boockvar🔥 Get 10% OFF in NGRAVE's shop with the code "REALVISION" http://realvision.com/ngrave Peter Boockvar, CIO of Bleakley Financial Group and author of The Boock Report, joins Maggie Lake to discuss this week's price action, the Fed rate decision, and what the latest jobs report means for the broader economic landscape.For investors who want to get what the pros get — The Boock Report provides access to the same analysis Peter sends to institutional trading desks each day — including real-time data analysis, risk asset positioning, and coverage of equities, bonds, commodities, and currencies. Real Vision members...2024-02-0237 min
The Market HuddleUnwind of The Sovereign Bond Bubble (guest: Peter Boockvar)This week Patrick and Kevin welcome to the show, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, Peter Boockvar. Kev and Peter have an in-depth discussion about how the current environment resembles the DotCom bubble and the 2008 crisis. They also announce the winners of dinner & drinks with Kev…
Click to find out more about The Boock Report : boockreport.com
Check out Bleakley Financial Group: bleakley.com
Follow Peter on X: @pboockvar
*Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com
Vi...2023-11-182h 07Soar FinanciallyUS Economy in Major Trouble, Strong Bid For GOLD | Peter BoockvarKai Hoffmann sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to discuss the current economic landscape. They delve into the implications of recent GDP figures, consumer behavior patterns, and the impact of rising interest rates. The US economy is in major trouble and gold - despite high-interest rates - is seeing a strong bid.
#gold #inflation #soarfinancially
⚠️ Please consider subscribing to our channel! 🙏
Special Coverage of the New Orleans Investment Conference is brought to you by VICTORIA GOLD CORP (TSX: VGCX) 2023-11-1415 min
The RO ShowPeter Boockvar Exposes Bear Steepening of the Yield Curve & BOJ Ep.104Episode 104: Peter Boockvar, CIO of Bleakley Financial Group & Editor of The Boock Report, talks the true meaning of higher yields and the hidden REAL effects on all of us. We explore possible catalysts for the long term rates rising such as the Bank of Japan, the top foreign holder of US debt, selling treasuries to repatriate their own bonds. Recession is imminent but what about stagflation? With markets, we discuss why US Dollar and GOLD are both UP and where there are some interesting investing opportunities. They are out there! Find out now! ➡️Check...2023-10-3150 min
Elevate with Tyler Chesser - The Real Estate Podcast for Investing, Mindset and Personal DevelopmentE320 Peter Boockvar – Insights for Investor Action: Assessment of the Current Economic Landscape and Market Conditions from a Leading Voice in FinanceElevate welcomes a special guest, Peter Boockvar, one of the greatest minds in finance. Get ready to gain insights into how you can read the current economic landscape, identify opportunities, and mitigate risks as an investor. This discussion is filled with actionable wisdom that will elevate your mindset and boost your performance.
✅KEY POINTS✅
✅ The current economic landscape is being heavily influenced by the sharp rise in interest rates.
✅ There are headwinds across all asset classes in terms of interest rates and insurance costs impacting net operating income.
✅ Insurance costs for real...2023-10-1048 min
Real Vision: Finance & InvestingWhat Does the Fed Do Now? With Peter Boockvar🔥 Ledger x RV: The Next Digital Assets Wave. Get Your FREE Ticket https://rvtv.io/3rPaoBzPeter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to help us understand the market's reaction to this morning's jobs report, the key factors driving investor sentiment, and the action in bond markets. Peter will explain what caused a spike in the U.S. 10-year Treasury yield and why yields are so pivotal in forecasting future economic growth. You can find more of Peter's work here: https://t.co/F4bYnWoq3xThi...2023-10-0637 minRiskReversal PodPavlov’s Bears with Peter BoockvarPeter Boockvar of the Boock Report joins Dan, Danny, and Guy to discuss the Fed raising rates (6:00), the most bullish things Peter is seeing (12:00), recession tipping points (16:30), what’s happening in Japan (28:30), financials (32:00), China (36:30), the election cycle (45:00), trends from recent earnings calls (48:00), Danny rants on trading around clickbait headlines (51:00), and Peter’s vibe check on the S&P 500 and Yields (56:00)About the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week...2023-08-181h 00
Behind the Markets PodcastBehind the Markets Podcast: Julia Pollak & Peter BoockvarShow from 8/18/23
Prof. Siegel and Jeremy Schwartz begin by highlighting the significant surge in 10-year and TIPS (Treasury Inflation-Protected Securities) yields to their highest levels in decades. They discuss the remarkable increase from negative rates a few years ago, along with the equity premium's alignment with historical averages, reflecting overall strength in the economy. With upcoming talks from Powell, no significant changes are anticipated, emphasizing a continued commitment to data dependency. (10:24) Peter and Julia then join the discussion to examine the nuanced economy and the current state of the labor market. The conversation shifts to the impact of rising interest...2023-08-1752 minReal Vision: Finance & InvestingIs the Tech Rally Showing Cracks? With Peter BoockvarSAVE 60% on 3 months of Real Vision Essential 👉 https://realvision.com/last-chancePeter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Maggie Lake to discuss this week's economic data, potential challenges facing the tech sector, and the implications of bond market volatility.You can find more of Peter's work here: https://peterboockvar.substack.comAlso, we've just launched Season 2 of the Real Vision Collective! Check it out here: https://www.realvision.com/collective Learn more about your ad choices. Visit podcastchoices.com/adchoices2023-08-1137 min
Junior Resource InvestingJRI 33: How to succeed investing in the mining sector with Peter BoockvarPlease subscribe to my substack: https://juniorresourceinvesting.subst...
Time Stamps Below
Peter Boockvar is the Chief Investment Office of Bleakley Financial Group, a $9B wealth management firm. Prior to Blea ley, Peter spent multiple decades working within various funds and firms and possesses a lifetime of relevant experience and expertise. He is a regular contributor to CNBC and other news outlets and is the editor and founder of "The Boock Report". https://boockreport.com/ Peter joins me for a ranging conversation that covers topics such as his firm and his investing philosophy, macro conditions impacting...2023-07-1440 minJunior Resource InvestingJRI 33: How to succeed investing in the mining sector with Peter BoockvarPlease subscribe to my substack: https://juniorresourceinvesting.subst...
Time Stamps Below
Peter Boockvar is the Chief Investment Office of Bleakley Financial Group, a $9B wealth management firm. Prior to Blea ley, Peter spent multiple decades working within various funds and firms and possesses a lifetime of relevant experience and expertise. He is a regular contributor to CNBC and other news outlets and is the editor and founder of "The Boock Report". https://boockreport.com/ Peter joins me for a ranging conversation that covers topics such as his firm and his investing philosophy, macro conditions impacting...2023-07-1440 min
The RO ShowWorse Before Better? | Peter Boockvar Ep.68Episode 68: On today's show I speak with Peter Boockvar, CIO of Bleakley Financial Group and Editor of Boock Report, about the confusing MACRO landscape and it effects on the Markets. Let's remove our "beer goggles" and take a deep dive into the banking crisis, FED, Credit Crunch, Yields, Rate Hikes and more! Get ready to change your perception of risk and asset prices! • QE put "beer goggles" on investors' attitudes towards asset prices and risk. Everything looked good! • Disconnect between MACRO & Fundamentals & Equities • Confusing MACRO Environment • Banking Crisis is a Sympto...2023-07-0954 min
Real Vision: Finance & InvestingThe U.S. Labor Market Throws Another Curveball with Peter BoockvarThis episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO).Yesterday's ADP private jobs report smashed expectations while today's nonfarm payrolls report fell short for the first time in over a year. Peter Boockvar, CIO of Bleakley Financial Group, joins Ash Bennington to help investors make sense of this divergence and analyze the price action in yields, the U.S...2023-07-0732 min
Nucleus Investment Insights6.23 Is A Recession Inevitable? With Peter Boockvar, C.I.O. of Bleakley Financial Group | Nucleus Investment InsightsJoin Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr for an insightful podcast episode as we delve into macroeconomic themes and strategies with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group.
From recessions and US interest rates to company profits and credit crunches, we navigate through the key factors shaping the financial landscape.
Gain valuable insights into the current state of the economy and the potential impact on various sectors. Peter Boockvar shares his expertise and perspectives on these critical issues, providing analysis and actionable strategies for investors and individuals navigating the complex...2023-05-2842 min
Real Vision: Finance & InvestingThe Debt Ceiling, Are You Ready For It? w/ Peter BoockvarPeter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Maggie Lake to break down recent remarks from the Federal Reserve, provide valuable insight into retail earnings, and identify potential areas of strength in the economy. More of Peter’s work at https://t.co/x9RdjtPQus Learn more about your ad choices. Visit podcastchoices.com/adchoices2023-05-2332 min
Sprott Money NewsAsk the Expert with Peter Boockvar- May 2023On this month's episode of "Ask the Expert" hosted by Craig Hemke, we have special guest Peter Boockvar! Peter is the chief investment officer of the Bleakley Financial Group, and author of "The Boock Report". He's also been featured in many financial magazines and financial television, such as CNBC, Investing News Network, Markets Insider and more.
Craig Hemke asks many questions that most of you have been wondering, such as:
-Is a hike of the debt ceiling inevitable?
-What are your thoughts on the FED’s rush to catch up with all the rate hikes, at a pace they’ve neve...2023-05-1918 min
Supply ShockInterest Rates Will Remain Higher For Longer In 2023 | Peter BoockvarOn today's episode of On the Margin, Peter Boockvar Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report joins the show for a discussion on the path ahead for the U.S economy.As markets have rallied to start the year, Peter walks through the state of the U.S economy. With inflation having seemingly peaked, Powell seems confident that disinflation will be the path ahead for 2023. Peter breaks down Powell's recent comments at the press conference last week before discussing how interest rates being "higher for longer" will effect...2023-02-0851 minThe Julia La Roche Show#051 Peter Boockvar On The 'Death By A Thousand Cuts' EconomyPeter Boockvar (@pboockvar), Chief Investment Officer of Bleakley Financial Group and author of macro newsletter The Boock Report, joins Julia on episode 51 for a wide-ranging conversation on macroeconomics.
In this episode, Boockvar makes a case that investors need to get accustomed to a slower rate of growth in this new interest rate environment where rates will stay higher for longer. As Boockvar puts it, it’s a “death by a thousand cuts” economy.
The conversation touched on the housing market, the Federal Reserve, earnings, layoffs, China’s reopening, inflation, and much more.
0:00 Intro
0...2023-01-3156 min
Global Macro UpdateThe Inflation Dip: Why it Matters and How to Shield Your Wallet & Portfolio, with Peter BoockvarWhat will 2023 bring? Will it be a banner year for stocks, or will the economy crash and burn? Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, gives Global Macro Update listeners his take on what’s in store. Will inflation drop to pre-pandemic levels? What are the investment implications now that the $16 trillion Chinese economy is reopening? Why we’re in a “death by a thousand cuts” environment... Why a “mild and shallow recession” isn’t necessarily a good thing... And are tech stocks a buy yet? For more of Peter’s keen insights on the economy a...2023-01-2723 minRiskReversal PodAll That Glitters With Dan Nathan, Peter Boockvar and Rudi FronkDan Nathan is joined by Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report. How do recession fears dominate commodity trades in 2023 (14:00)? Peter makes a call that 70-75% of companies reporting earnings will beat the EPS consensus estimate (24:00). After the break, Peter interviews Rudi Fronk, CEO of Seabridge Gold. Rudi details how he got started in the gold mining industry as well as Seabridge’s KSM Project and taking a long-term view on mining investment (26:00). As the green energy movement takes over the world, copper will become the most important mineral and how Ru...2023-01-1653 minRiskReversal PodNot a Time for Index Hugging with Peter Boockvar and Jonathan Steinberg of WisdomTreeGuy, Dan, and Peter Boockvar discuss what protests in China mean for Central Banks around the world (1:00), crude oil under pressure (5:00), S&P 500 earnings (7:30), and the yield curve inversion (11:00). Later, Peter interviews Jonathan Steinberg, CEO of WisdomTree (WT), and talk about how WisdomTree created and marketed their funds in the past and some of their current funds in a world of higher interest rates (16:00), currency swings (22:00) and whether this a time for more finesse in the ETF space given all the macro-economic cross currents (40:00).Check out our show notes and transcript here2022-11-2847 minRiskReversal PodLabor Pains and Opportunities with Peter Boockvar and an Interview with ZipRecruiter CEO Ian SiegelGuy and Dan are joined by Peter Boockvar of Bleakley Advisors to discuss to the Jobs Report (1:05), risks to the stock market (7:13), and earnings season (11:55). Later, Peter talks to Ian Siegel, co-founder and CEO of ZipRecruiter about the founding of ZipRecruiter (19:10), the rapid growth of the company (25:30), the journey to a direct listing IPO (36:50) and some predictions on where his industry goes next (42:35).With ZipRecruiter having a front-row seat of the push and pull between employers, employees and wages, Peter and Ian also discuss the changes brought on by the pandemic, what changes could be permanent, and...2022-10-1052 minRiskReversal PodFed’s Bitter Hands with Peter Boockvar, and a Conversation with Conor Flynn of Kimco RealtyGuy, Dan, and Bleakley Financial Group CIO Peter Boockvar discuss central banks around the world hiking rates (1:50), Wall Street participants with diverging views on the stock market (6:18), moats around big tech (8:29) and how the market could get out of this period unscathed (14:33). Later, Peter talks with Kimco Realty CEO Conor Flynn about his journey into the real estate industry (17:00), transforming Kimco’s portfolio of shopping centers to become more competitive (19:39), why grocery stores are a critical anchor for their properties (20:32), the cities and markets Peter is most bullish on () Kimco’s successful investment in Albertsons (34:28), and how infla...2022-09-1250 minBehind the Markets PodcastBehind The Markets Podcast: Peter BoockvarShow from 9/9/22
Wharton Finance Professor Jeremy Siegel and Host Jeremy Schwartz discuss the slowing rate of inflation combined with rising
interest rates with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report.
They get into the questionable decisions being made by the fed, the economy in Europe, and readjustments of the labor market.
Peter discusses the possible end of interest rate hikes as the economy cools. Plus a discussion on the longterm outlook
of the Asian economy.
Guest:
Peter Boockvar - Chief Investment Officer of Bleakley Financial Group
and Editor of The Boock Report...2022-09-0852 min
Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob IaccinoMonetary Policy Played by Ear; Futures Edge Podcast with Peter BoockvarPeter Boockvar, the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Jim and Bob to discuss the Fed's Failures on inflation and his views on investing moving forward (which may not be what you think). Peter also digs into what's wrong with the labor market right now. 2022-08-2252 min