Real Vision, Released on 3/19/24

Peter 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.

00:00 – Intro
01:30 – Tomorrow’s Fed Meeting
07:10 – What Does Powell Fear The Most?
08:40 – Nvidia & The Tech Sector
12:30 – The Bank of Japan
15:00 – The Mental Game of Investing
18:30 – Outlook on China
23:30 – Reshoring Semiconductors
25:50 – Materials and Housing
27:15 – What Could Trip Up The Market?

Peter Boockvar is the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report newsletter https://boockreport.com/.