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Peter Boockvar: The ‘Death by a Thousand Cuts’ Economy
Manage episode 434127422 series 2964597
Andrew 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 Global Economy
04:43 - What Is Driving The Markets?
10:45 - Shipping Rates, Inflation, And Global Unrest
16:35 - Are We Headed For A Recession?
18:59 - Peter's Expectations For Fed Rate Cuts Going Forward
23:30 - Thoughts On The U.S. Bond Market
25:45 - CPI Expectations
29:30 - Market Volatility And Why They AI Hype For Stocks Is Over
32:31 - Choppy Markets and Economy Ahead
Connect with us online:
Website: https://www.wealthion.com
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#GlobalEconomy #MarketVolatility #Inflation #InterestRates #FedRateCuts #Recession #AIHype #StockMarket #Investing #PeterBoockvar #FinancialInsights #Wealthion #EconomicOutlook #BondMarket #FinanceNews #Wealthion #Wealth #Finance #Money
Learn more about your ad choices. Visit megaphone.fm/adchoices
826 afleveringen
Manage episode 434127422 series 2964597
Andrew 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 Global Economy
04:43 - What Is Driving The Markets?
10:45 - Shipping Rates, Inflation, And Global Unrest
16:35 - Are We Headed For A Recession?
18:59 - Peter's Expectations For Fed Rate Cuts Going Forward
23:30 - Thoughts On The U.S. Bond Market
25:45 - CPI Expectations
29:30 - Market Volatility And Why They AI Hype For Stocks Is Over
32:31 - Choppy Markets and Economy Ahead
Connect with us online:
Website: https://www.wealthion.com
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#GlobalEconomy #MarketVolatility #Inflation #InterestRates #FedRateCuts #Recession #AIHype #StockMarket #Investing #PeterBoockvar #FinancialInsights #Wealthion #EconomicOutlook #BondMarket #FinanceNews #Wealthion #Wealth #Finance #Money
Learn more about your ad choices. Visit megaphone.fm/adchoices
826 afleveringen
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