The David Lin Report, Released on 11/10/24 (Recorded on 11/8/24)

Peter Boockvar, CIO of Bleakley Financial Group, discusses the outlook for stocks, bonds, and economic growth under a Trump Presidency.

0:00 – The Fed’s economic outlook
4:08 – Industrial activity
5:30 – Impact of tariffs
6:20 – Risks under Trump
8:34 – Bond market outlook
17:15 – Inflation rate expectations
18:15 – Stock market outlook
20:00 – Trump trade?
23:35 – Trump tax policies
24:30 – Gold and U.S. dollar
27:00 – Oil and energy
28:10 – Big tech stocks
29:28 – Asian markets

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

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