Market’s Fair Warning with Peter Boockvar

August 23, 2024

Peter Boockvar from Bleakley Financial Group, shares insights on recent market volatility, interest rates, economic indicators, and the role of AI investments by major tech firms. They also delve into geopolitical impacts on the market, particularly Japan's monetary policies. The conversation covers the state of the U.S. consumer, debt issues, and potential for future QT and QE. They touch upon prospective stock picks in agriculture, energy, and the sports gambling sector.

Checkout the 'Boock Report' on Substack


Previous
Previous

Is This As Good As It Gets For The Stock Market?

Next
Next

What Markets Want To Hear Out Of Jackson Hole