Soar Financially, Released on 3/12/25 (Recorded on 3/11/25)

Is the U.S. economy on shaky ground? In this episode of Soar Financially, I sit down with top financial strategist Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to dissect the current economic landscape. We explore the three fragile pillars holding up the economy, government spending, upper-income consumer strength, and corporate investment, and why each is under pressure.
Boockvar also unpacks the risks of a looming recession, the impact of tariffs and trade wars, and why gold has emerged as a key hedge amid global uncertainty. Don’t miss this deep dive into market volatility, investment strategies, and what lies ahead for the U.S. economy.

0:00 – Intro & Guest Welcome
0:48 – Current Economic Outlook
2:10 – The Three Legs of the Economy
4:05 – Government Spending Cuts & Market Impact
6:28 – Stock Market Correction vs. Crash
8:50 – The End of the AI Tech Trade?
10:42 – Tariffs, Trade Wars & Economic Risks
14:05 – The Government Debt Problem
16:47 – Interest Rates & Inflation Outlook
19:38 – US Attractiveness for Foreign Investors
22:04 – The Gold Boom & Central Banks Role
24:55 – Recession Signals & What’s Next
26:30 – The Next 3 Months: What to Watch
28:15 – Portfolio Strategy & Investment Advice
29:40 – Closing Thoughts & Where to Follow Peter

Peter Boockvar is the Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report newsletter.

  economy, gold, investing, peter boockvar