Podcasts about bleakley advisory group

In discussing the price of gold, Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group, predicts, “I think $5,000 is becoming more realistic, and on a parabolic mania overshoot $10,000.” In an interview with Daniela Cambone, Boockvar explores factors driving the rally in precious metals, suggesting that the renewed interest in them “is payback of lack of investment with supply-demand balance happening now in commodities.” Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcast or Call 866-349-3310

Welcome to The KE Report Weekend Show! We split this Weekend's Show into two parts. The first half of the show is focused on how markets and interest rates are impacting a range of resource sectors. The back half of the show is all about an investment strategy for smaller exploration stocks.   We hope you all enjoy. Please share our segments through your podcast player (search "The KE Report"), YouTube and through email. And keep emailing us your questions and comments for all of our guests.   Segment 1 and 2 - Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group kicks off the show braking down all the recent economic data out of the US that matters for markets. Click here to follow along with Peter at The Boock Report on Substack. Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights wraps up the show with an extended segment discussing the difference between Australian and north American exploration companies. It leads into a much larger discussion on the state of the exploration industry and where Joe is investing his money. Click here to visit the Exploration Insights website to learn more about Joe's investment letter.

Peter Boockvar, CIO at Bleakley Advisory Group and Editor of The Boock Report, on Substack, joins us to filter through all the day to day noise for investors and focus on the key economic data and market moves. We discuss what to watch for the current earnings season, the theme of higher for longer for interest rates, recession fears being pushed back and the overall health of other countries compared to the US.   Click here to visit Peter's Substack to keep up to date on his daily market and economic commentary.

CNBC's Frank Holland has your post-CPI playbook. Bleakley Advisory Group's Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discusses the artificial intelligence arms race and companies that stand to benefit. Plus, Airbnb shares rose about 9% in extended trading after the company released fourth-quarter earnings that beat analysts' estimates on top and bottom lines. And - a crypto boost? Ken Griffin's Citadel taking a stake in crypto bank Silvergate.Mad Money Disclaimer

In a CNBC exclusive, our Julianna Tatelbaum sits down with JPMorgan Chase CEO Jamie Dimon to discuss the future of the global enconomy. Dimon warns that the U.S. economy is likely to fall into a recession due to several factors, including inflation, the effects of quantitative tightening by the Federal Reserve, and the War in Ukraine. Bleakley Advisory Group's Peter Boockvar and Hennessy Funds' Josh Wein discuss what this means for the markets today.

Markets are pricing in an 80% chance that the Fed will hike rates by 75 basis points for a third straight time. Bleakley Advisory Group's Peter Boockvar explains what to expect from tomorrow's meeting. Plus, amid the tech sell-off, are there any investment opportunities left in the sector? Neuberger Berman's Daniel Flax weighs in. And, world leaders are gathering for the Queen's funeral in Westminster Abbey. CNBC's Steve Sedgwick and Tania Bryer give the latest.

Stocks are ripping higher today and yields are rising, as multiple Federal Reserve officials are telling the market that the central bank is still hawkish about inflation and talk of a “pivot” is premature. “You've had enough candy, no more for you,” is how Peter Boockvar puts it in his latest report. Peter, the chief investment officer at Bleakley Advisory Group, said of today's Institute for Supply Management's services index data for July that “the headline increase but the shrinking breadth of economic growth points to the growing mixed bag but slowing trend of the US economy.” He joins Andreas Steno Larsen for today's Daily Briefing to talk about weakening economic data and the Fed's path from here. We also hear from David Woo about the trajectory of U.S. growth and what it means for markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Russia defaulted on its external debt for the first time in more than a century, a technical breach brought about by historic sanctions on Vladimir Putin's war-making machine. Equity indexes turned lower in afternoon trade following last week's big rally but have basically shrugged off this development. Peter Boockvar, the chief investment officer at Bleakley Advisory Group, joins Real Vison's Andreas Steno Larsen to talk about broader implications of Russia's default on the global bond and energy markets. Boockvar and Larsen also discuss recent economic data and when we might expect to start seeing negative monthly prints in key indicators such as durable goods orders and retail sales. We also hear from Francis Gannon about why it may take a while for a market bottom to form. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3yns8V6. Watch the full interview featuring Francis Gannon here: ttps://rvtv.io/3QUWOnV. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bureau of Labor Statistics reported on Friday that the consumer price index increased 8.6% from a year ago and 1% from a month ago in May. Both readings exceeded expectations and re-centered for the Federal Reserve and the White House the problem of fixing 40-year-high inflation. According to Peter Boockvar, the CIO of Bleakley Advisory Group, "The odds of 50 basis points at the September meeting of the FOMC are back to 100%." Not coincidentally, the University of Michigan's consumer sentiment index plumbed an all-time low in May. Boockvar joins Real Vision's Andreas Steno Larsen to talk about today's CPI report, the market's reaction, and whether the Fed will be able to tame inflation and manage a “soft landing” for the economy at the same time. We also hear from Kyle Bass and Wil VanLoh about how money-printing and war have contributed to this historic inflation surge. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3O60H7h. Watch the full conversation featuring Kyle Bass and Wil VanLoh here: https://rvtv.io/3NEKq9v. Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Chief Investment Officer at Bleakley Advisory Group, Peter Boockvar, joins Maggie Lake to discuss his fascinating career journey. Boockvar explains how to strategically size a position and shares how he learned to manage risk. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chief Investment Officer at Bleakley Advisory Group, Peter Boockvar, joins Maggie Lake to discuss his fascinating career journey. Boockvar explains how to strategically size a position and shares how he learned to manage risk.

Do U.S. investors pay enough attention to what's happening in overseas markets? Real Vision's expert on the ground in Asia, Weston Nakamura, shares some data at the top of today's Daily Briefing that may open your eyes to underlying systemic cracks growing in China and Japan. Then, Maggie Lake is joined by Peter Boockvar, who's concerned about how a slowing world economy will impact companies. “I think the main story now is margin contraction and the direction of earnings,” says the CIO of Bleakley Advisory Group. “We now have P/E multiples compressing, profit margins rolling over, and the growing prospect that sales will slow in response to both supply issues and the growing prospect of an economic slowdown. It's a perfect storm.” Is there more pain to come? Peter thinks so. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3wvTE24. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed's dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.” Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation the number one enemy? To find out, you'll have to tune in! -- Follow Peter Boockvar: https://twitter.com/pboockvar Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Bretton Woods III. https://static.bullionstar.com/blogs/... "Russia, China new pipeline, to settle in euros": https://tinyurl.com/bd3hr69d Saudi Arabia Considers Accepting Yuan: https://tinyurl.com/pb6keeh2 Ben S. Bernanke Article: https://tinyurl.com/2p968u9m -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:43)・Peter's Macro Outlook (02:18)・The Bond Market Bubble (09:40)・Unintended Consequences of Government Intervention (15:57)・The Credit Cycle (18:01)・Lack of Credibility In The Fed (23:31)・Fireblocks Ad (24:49)・The U.S Dollar (29:40)・Zoltan Poszar: Bretton Woods III (32:41)・Is The World Shifting Away From The Dollar? (34:35)・The Role of Commodities Over The Next Decade (36:24)・Equity Market Outlook (40:56)・Will Powell Be Forced To Pivot? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

U.S. equity indexes were well in the green Thursday afternoon despite the fact that gross domestic product contracted at an annualized rate of 1.4% during the first quarter, according to the Bureau of Economic Analysis. Earnings reports continue to reflect consumer resilience in the face of historic inflation, even as the conflict in Eastern Europe metastasizes and the situation in Japan – with the central bank still trying to control the yield curve but the government pushing for a stronger yen – threatens a fiscal crisis. “The bottom line with the U.S. economy is where the breaking point is with respect to the consumer response to ever-rising prices,” notes Peter Boockvar. “We are moving closer to it, and there are signs here and there that we are hitting it. But, from what I've heard from company CEOs, we're not there yet.” Boockvar, the CIO of Bleakley Advisory Group, joins Ash Bennington for today's Real Vision Daily Briefing to talk about the economy, inflation, and today's price action. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3OCdmQu Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy and Danny discuss signs of a broken market (2:16), a tradable opportunity in oil (10:53), AMC taking a stake in a gold miner (16:29), and Danny “rips off the tape” on short selling (25:08). The co-hosts interview Peter Boockvar of Bleakley Advisory Group to unpack the Fed meeting and geopolitical risks to the markets (30:19). ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

As the Russian invasion into Ukraine continues into its 3rd week, despite the world's hopes for resolution uncertainty continues to grow. What will the geopolitical situation look like after a cease-fire is declared? IF one is declared. How badly will the trade disruptions with Russia worsen inflation, given Russia's role as a top exporter for many key commodities? Are we weakening the US dollars' role as the global reserve currency by giving other nations cause to accelerate their efforts to de-dollarize? The cost of capital is increasing as interest rates are on the rise -- right as we anticipate the Federal Reserve to kick off a new era of Quantitative Tightening at its meeting this week. Are a further correction in the markets and possibly a recession now more likely as a result? To help us understand what is likely to emerge from all this swirling uncertainty, we welcome Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group and Editor of The Boock Report. See the YouTube Video for the charts and graphics: https://youtu.be/qlEpEVKZeAM

Peter Boockvar, Chief Investment Officer of Bleakley Advisory Group and Editor of The Boock Report, joined us for our Ask the Expert podcast. Peter and Craig discuss U.S. price inflation, Fed and crude oil prices, among other topics. Listen to the full podcast. Subscribe to our weekly newsletter https://www.sprottmoney.com/news-letter. Have questions for us? Send them to submissions@sprottmoney.com or simply leave a comment here.

DB-Jan 07,2022:Non-farm payrolls in the U.S. rose by 199,000 in December, which pales in comparison to the original estimate of 422,000. Despite the actual numbers landing below expectations, unemployment in the country fell to 3.9%, which was actually better than the estimated 4.1%. Wages increased 4.7% year-over-year according to the Bureau of Labor Statistics. The industries that reaped the benefits the most were leisure and hospitality. Peter Boockvar, CIO of Bleakley Advisory Group and author of The Boock Report, joins to examine the U.S labor force and inflation. Meanwhile, Bitcoin has been slipping all week and is now below $42,000, levels not seen since September last year. This too is the result of the Federal Reserve's December meeting minutes hinting at earlier- and faster-than-expected rate hikes. In Europe, inflation hit a record high of 5% in December, leaving people debating whether the European Central Bank should be more aggressive at combating price hikes. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3f3eIDe Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of MKT Call: Macro, Guy and Dan discuss unusual activity in the stock market, interest rates, gold, silver, and bitcoin in no man's land. They were joined by Peter Boockvar of Bleakley Advisory Group, who outlines his latest Boock Report: Conjoined fraternal triplets. See what adding futures can do for you at cmegroup.com.  Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward, and follow us @MKTCall. Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Subscribe to our YouTube page

Welcome to the podcast version of "Trading Spaces," a live Q&A with "On The Tape" co-hosts Dan Nathan and Guy Adami on Twitter Spaces every Monday and Wednesday at 1 pm eastern. On this episode, Dan and Guy are joined by Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group and Editor of The Boock Report to discuss bond volatility and the stock market. Be sure to follow Trading Spaces on Twitter so you can join us live every Monday and Wednesday at 1 pm. Register for our live event on December 8th at 12pm: MKT Call 2022 Outlook

DB-Oct27,2021: Orders for durable goods, big-ticket items that are meant to last over three years, have fallen 0.4% in September, the first decline since April of this year. This comes amid continuing labor shortages and increased material costs. General Motors and Boeing Co. specifically have felt the brunt of the supply chain issues with the releases of their quarterly earnings today, demonstrating less than stellar reports. The U.S. trade deficit also widened another 9.2%, equating to an additional $8.2 billion deficit. Real Vision Daily Briefing viewers are in for a treat as both Darius Dale, founder and CEO of 42 Macro, and Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, come together to discuss the macro variables impacting the economy. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3mjYv0X Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep29,2021: The DXY is extending its rally from Tuesday, breaking the 94 level for the first time since the end of October last year. With yields now falling today and Senator Warren's strong opposition toward Powell's renomination as the Federal Reserve chair, calling him a “dangerous man,” Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins us to discuss what might be the course for tapering, rate policy, and fiscal stimulus and their consequences on markets and the economy. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2YcT0Ij Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Sep20,2021: Equities globally are in tumult, and volatility is rising sharply—Peter Boockvar, editor of the Boock Report and CIO of Bleakley Advisory Group, joins financial reporter Dion Rabouin to provide his perspective on further market action this week as investors' fears surrounding Chinese property developer Evergrande intensify. Boockvar also discusses weakening sentiment among home builders and what that says about ongoing inflationary pressure on the economy. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2ZabcSV Learn more about your ad choices. Visit megaphone.fm/adchoices

CMG's Steve Blumenthal discusses inflation/deflation, Fed policy, market observations, and investment strategies with Peter Boockvar, CIO of Bleakley Advisory Group. Interview date: August 19, 2021

DB-Aug11,2021: Real Vision editor Jack Farley and markets reporter Dion Rabouin welcome Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to unpack the U.S. CPI released today, showing a rise of 0.5% in July. Boockvar examines the July's CPI data and discusses how it is driving today's price action in equities and bonds and what it means for inflation, monetary and fiscal stimulus, and various asset classes such as stocks, bonds, and commodities going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Jul21,2021: Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision's Ash Bennington and Jack Farley on the Daily Briefing to share his insights into market expectations of economic growth as stocks continue to move higher and inflation fears wane. The trio takes a look at Bitcoin's price actions as it struggles to meaningfully move higher. Boockvar also dives into the recent bond rally to determine investor expectations of inflation and examines the future of oil prices as supply increases are imminent. Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy, Dan and Danny discuss inflation running red hot (5:02), bank earnings (11:45), the meme stock meltdown (17:33), a “scary” crypto chart (20:42), and cannabis (29:48). The co-hosts interview Peter Boockvar (32:42), CIO of Bleakley Advisory Group and talk about Powell's testimony (33:22), Jeffrey Gundlach's dollar comments (39:50 ), gold, silver and bitcoin (51:09).  ---- See what adding futures can do for you at cmegroup.com/onthetape.  ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia

With Craig taking a much-needed break, Sprott Money's Kam Hesari welcomes first time guest Peter Boockvar, Chief Investment Officer of Bleakley Advisory Group and Editor of The Boock Report. Listen in as they chat about what to expect in the coming months and how handcuffed the FED is to control it. You can submit your questions to submissions@sprottmoney.com Visit our website https://www.sprottmoney.com​​​​​ for more news.

DB-Jul08,2021: Peter Boockvar, chief investment officer of Bleakley Advisory Group, joins Real Vision's Samuel Burke and Jack Farley to make sense of the risk-off sentiment that dragged down almost every stock index worldwide deep in the red. Boockvar scrutinizes the U.S. bond market and attributes the violent flattening of the yield curve to the FOMC meeting earlier this month that rocked market participants. He tells Burke and Farley how the churning of certain reflation trades in light of the Delta Variant is affecting his perspective on energy, copper, precious metals, as well as equity markets in Developed Asia. Learn more about your ad choices. Visit megaphone.fm/adchoices

We have a 3-segment episode this Friday. We kick things off with Peter Boockvar, author of the Boock Report and Chief Investment Officer of Bleakley Advisory Group. Peter discusses the single sentence from the Fed minutes which much of the market was expecting. We then turn to Mark Ashcroft, CEO of Aurelius Minerals, for some corporate commentary on this week's drill results from the Aureus West project in Nova Scotia. Finally, Duncan Middlemiss, CEO of Wesdome Gold Mines, joins the podcast for commentary on their recent drill results form Kiena and updates into the latest developments from the project and Eagle River. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada. The Company holds a commanding land position within the Bullfrog Mining District. Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District. The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR. Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.

Peter Boockvar, Chief Investment Officer of Bleakley Advisory Group, visits for the first time and Chris Taylor of Great Bear Resources will update us on the growth of that company's tier-one gold discovery in Ontario. Quinton Hennigh will also provide an update on the production progress being made by Novo Resources' Beatons Creek project. After acknowledging that “indicators of economic activity and employment have strengthened” because of “progress on vaccinations and strong policy support,” the Fed remains firmly committed to the belief that while “inflation has risen,” it is “largely reflecting transitory factors.” During the 1970s the Fed uttered similar comforting words only to watch the CPI soar well above 10%, leading to draconian 17% interest rates to avoid the American economy shooting off into double-digit rates of inflation. We will ask Peter whether he thinks dollar inflation is transitory and if not what that might mean for our markets. Your host expects to pass along at least one and possibly more junior exploration stories that he believes are likely to enrich investors in the next several months.

Peter Boockvar, Chief Investment Officer of Bleakley Advisory Group, visits for the first time and Chris Taylor of Great Bear Resources will update us on the growth of that company’s tier-one gold discovery in Ontario. Quinton Hennigh will also provide an update on the production progress being made by Novo Resources’ Beatons Creek project. After acknowledging that “indicators of economic activity and employment have strengthened” because of “progress on vaccinations and strong policy support,” the Fed remains firmly committed to the belief that while “inflation has risen,” it is “largely reflecting transitory factors.” During the 1970s the Fed uttered similar comforting words only to watch the CPI soar well above 10%, leading to draconian 17% interest rates to avoid the American economy shooting off into double-digit rates of inflation. We will ask Peter whether he thinks dollar inflation is transitory and if not what that might mean for our markets. Your host expects to pass along at least one and possibly more junior exploration stories that he believes are likely to enrich investors in the next several months.

DB-Apr28,2021:Real Vision managing editor Ed Harrison welcomes back Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to discuss his takeaways from today’s FOMC meeting. He expresses his concerns about Powell’s assessment of intensifying inflationary pressures as being only transitory and anticipates the bond market continuing to tighten over the next few months. Harrison and Boockvar then analyze the possibility of a fiscal cliff to come in the next year and the potential impact of tax increases on the economy as well as Boockvar’s perspective on the global economic recovery, the dollar, and how he’s positioning his trades. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Apr8,2021: Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to share his insights on the inflationary pressures and drawdown risks he’s observing. Boockvar discusses his take on why weekly jobless claims in the U.S. continue to be high while job openings are also at record highs, highlighting how enhanced unemployment benefits may be competing with wages and how this puts inflationary pressure on labor. He also analyzes Jamie Dimon’s statement of the economic boom running all the way into 2023 and points out that another leg up in rates, a potential tapering by the Fed, and the end of large-scale fiscal spending could all prove to upend that notion. Harrison and Boockvar also explore the potential influence that supply chain disruptions could have on earnings, a corporate tax grab under Biden, and the impact of high margin debt on markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Mar29,2021: Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to discuss how the next few months will be critical in determining how sticky rising inflation expectations will be. As the vaccination rollout progresses, albeit slowly in many countries, Boockvar explains that markets are continuing to look ahead to the reopening of the economy with fears of inflation constantly present. He sees that the pressures coming from increasing commodity, labor, and services costs could prove to have a lasting effect on inflation expectations in the months to come, and he says this could bolster the 10-year Treasury yield rising north of 2%. They also talk about how this may impact the U.S. dollar. In the second half of the Daily Briefing, Harrison welcomes Trevor Hall, host of the Mining Stock Daily Podcast, to discuss rising input and commodity costs and its overall effect on precious metals, industrials, and miners. For our Listeners : Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Mar11,2021: Real Vision managing editor Ed Harrison welcomes James Bianco, president of Bianco Research, and Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report, to the Daily Briefing to analyze the ongoing gyrations in the U.S Treasurys market and how their future path will impact almost every asset class. Harrison notes the Dow Jones Industrial Average reached an all-time high, and Boockvar and Bianco consider the halting of the rotation trade. Boockvar explains that inflation expectations will continue to vex the bond market while Bianco argues that a 10 year rate above 3% would be a serious problem for leveraged institutions. They investigate the effect of yields on the U.S. dollar, and Boockvar and Bianco share their ideal asset allocation in this unique investment environment. Learn more about your ad choices. Visit megaphone.fm/adchoices

DB-Mar4,2021. Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to break down today’s volatile price action in bonds and high beta stocks. Boockvar explains that Fed Chairman Powell’s dovish comments earlier in the day triggered another sell-off in bonds as the market, emphasizing their fear of inflationary pressures to come in 2021, pushed back on the Fed for staying the course. Harrison and Boockvar explore a few different scenarios where the Fed could begin to move against the rise in rates including ramping up their bond buying programs and implementing yield curve control. They also examine the consequences of these actions and the possibility that the Fed will refrain from intervening until markets begin to break. Finally, Boockvar discusses equities, considering the potential winners and losers in this environment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Boockvar, Chief Investment Officer of Bleakley Advisory Group, joins the podcast for the first time to discuss today's events from Jerome Powell and the sell-off in the general equity markets. Peter talks about the struggle between the Fed and the Market and what options the Fed has to answer.

DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the last of the major commodities to join the rally as demand starts to catch up and the supply is demonstrating greater discipline, bringing markets into a full commodity rally. Boockvar then zooms out and breaks down the inflationary signals he’s witnessing and expresses his concern about whether an increase in consumer services will contribute to or relieve inflationary pressure. With junk bond yields dropping, Boockvar also explains how this may be due to more investors being pushed out onto the risk spectrum as investment-grade bonds are being perceived to have a Fed backstop. He points out the ever-growing bubble in bond markets and speculates that now is the first time in years where the true triggers for that bubble popping are in motion. He shares what retail investors should be watching out for, how QE has batted away the worst effects of bear markets, what drives the capital flight into the U.S., why the ECB's and BOJ's policies have in reality been more restrictive, and whether the Fed will ultimately have to implement yield curve control. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision managing editor Ed Harrison to discuss how the full force of inflation that could emerge in 2021 could pose a significant risk to the Fed’s ability to execute. With Treasury yields rising, Boockvar anticipates the scrutiny of stocks with high price-to-earnings ratios to continue expanding, and once the distribution of the COVID-19 vaccine becomes more extensive in the coming months, he explains that the shift in spending toward services-oriented consumption could trigger a rise in nominal rates, but not necessarily in real rates. With the potential risk of inflation accelerating in the coming months and a yield curve that could steepen too quickly, he argues that these circumstances will restrict the Fed’s ability to act in the case of a market event. In the intro, Real Vision’s Haley Draznin examines the continued rise in treasury yields and the macro economic impact of all the debt that has been printed by the U.S. government. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision editor Jack Farley to break down his market outlook as stimulus talks draw to a close and an alarming new strain of COVID-19 spreads throughout the United Kingdom. Boockvar makes his case for why inflation will continue to rise alongside nominal yields in 2021, and he explains why this macro outlook leads him to look favorably upon commodities and value stocks that trade at significantly low price/earnings multiples since he expects multiples to compress across the equity landscape as nominal yields rise. Boockvar gives a strategic update on the state of the Fed's QE programs and argues that the expiration of the Fed's emergency lending programs is not unwelcome and, in fact, is overdue. Lastly, Boockvar shares with Farley several stocks on his radar, such as CVS Health Corp ($CVS) and Walgreens Boots Alliance Inc ($WBA) as well as evaluates their future business prospect. In the intro, Real Vision’s Haley Draznin monitors the markets as stimulus relief package passes in the US and a new strain of the coronavirus emerged in England, prompting fresh travel restrictions across Europe. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Federal Reserve has announced it is opening the floodgates of inflation to hold back unemployment. The pandemic was the last straw, and the economy is already seeing rising asset prices. For Peter Boockvar, chief investment officer at Bleakley Advisory Group, even when the health crisis is over, demand will push consumer prices higher, given disrupted supply chains. This week in our Discovery Group segment, we interview the head of Corporate Development with K2 Gold (TSX-V: KTO), Alex Heath, who walks us through how the firm is fast-tracking the Mojave Project in California. Show notes: https://goldnewsletter.com/podcast/how-inflation-finally-caught-up-fed/

?Download my NEW e-book!  Topics: Lessons learned from Mentors Larry Lindsey & Leon Cooperman Thoughts on the Fed & Negative Rates Equities Reactions to the Fed & Data U.S. Dollar in a Push & Pull Environment Reasons to be Bullish Silver & Gold Guest: Peter BoockvarChief Investment Officer at Bleakley Advisory Group, Editor of The […]

?Download my NEW e-book!  Topics: Lessons learned from Mentors Larry Lindsey & Leon Cooperman Thoughts on the Fed & Negative Rates Equities Reactions to the Fed & Data U.S. Dollar in a Push & Pull Environment Reasons to be Bullish Silver & Gold Guest: Peter BoockvarChief Investment Officer at Bleakley Advisory Group, Editor of The […]

Show from 9/6/19In this episode of Behind the Markets hosts Jeremy Schawrtz talks with guests Peter Boockvar & Jim Bianco about global monetary policy, investment strategy, and the stock outlook.Guest:Peter Boockvar, is the Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a $4.5b wealth management firm. He is also the Editor of The Boock Report, a macro economic and market newsletter, as well as a CNBC contributor. Follow him on Twitter: @pboockvarCheck out his website here: https://boockreport.comGuest:Jim Bianco, President and CEO of Bianco Research. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of markets and politics, the role of government in the economy, fund flows and positioning in financial markets.Follow him on Twitter: @biancoresearchCheck out his website here: https://www.biancoresearch.com/free-trial/?source=TWTR See acast.com/privacy for privacy and opt-out information.

Chief Investment Officer of Bleakley Advisory Group and CNBC Contributor Peter Boockvar joins the show.

The full interview with Chief Investment Officer of Bleakley Advisory Group and CNBC Contributor Peter Boockvar

Show from 3/1/19 On today's show hosts Jeremy Schwartz and Liqian Ren discuss sector based research, the oil industry, and foreign exchange currencies with the CIO and portfolio manager for Bleakley Advisory Group. Then they talk US Dollar, Retail, Global Economies, & China trade with Peter Boockvar, a bearish CIO and portfolio manager for Bleakley Advisory Group. He will explain why he's holding a lot of cash and favors cheap international markets over the US. All that and more!Guests:Kelvin Zhang - He is a Partner at AlphaLetters LLC, a quantitative research company serving fund investors worldwide. Kelvin joined AlphaLetters in 2014 and leads its research, and product development—and has an MBA from the Wharton School, class of 2003.For more info visit: http://www.alphaletters.com/Peter Boockvar - Chief Investment Officer and portfolio manager for Bleakley Advisory Group, a 4-point 5 billion dollar wealth management firm. Peter is also the Editor of The Boock Report, a macro economic and market newsletter, and a CNBC contributor. For more info visit: https://www.bleakley.com/ See acast.com/privacy for privacy and opt-out information.

After 10 years of easy credit in the wake of the Great Recession, the party is over. Interest rates are going up, as are labor costs. "Buckle up," warns Peter Boockvar, chief investment officer with the Bleakley Advisory Group and editor of the Boock Report. Speaking at the New Orleans Investment Conference, he argued that we're on the cusp of a bear market and that profit margins have already probably peaked, despite the corporate tax cut and deregulation. Show notes: http://goldnewsletter.com/podcast/brace-yourself-for-macro-turbulence/