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Show Notes
Episode 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 Symptom of Free Money & Negative Rates
• Less Banks, More Branches
• Sovereign Bond Bubble
• Inflation Persistently Elevated with RISING CORE M/M
• Recession, Stagflation
• Corporate Earnings - Margins Compressed
• Rise in Cost of Debt & Capital
• Tight Labor Market
• Housing Market & Locked In Low Rates
• What Will & Should FED Do?
• Yields - 10Y Over 4%?!
• Massive Debt & Will CB Print Again?
• Credit Crunch
• Markets
• Challenges & Opportunities in Various Asset Classes
• GOLD
• Global MACRO & Alternative Investments
➡️Check Out Peter Boockvar on Twitter: https://twitter.com/pboockvar
➡️Visit Peter's Boock Report: https://boockreport.com/
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