RiskReversal Media, Released on 8/23/24

Peter Boockvar from Bleakley Financial Group, shares insights on recent market volatility, interest rates, economic indicators, and the role of AI investments by major tech firms. They also delve into geopolitical impacts on the market, particularly Japan’s monetary policies. The conversation covers the state of the U.S. consumer, debt issues, and potential for future QT and QE. They touch upon prospective stock picks in agriculture, energy, and the sports gambling sector.

0:00 – Intro
2:05 – Yen Unwind
9:30 – AI Trade
12:00 – Macro Outlook
19:30 – Oil/Energy
21:40 – Global Growth
24:00 – What Buffett Knows
26:30 – Bond Market
43:00 – Single Stocks

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

  AI, bond market, investing, oil, peter boockvar, stock market