The David Lin Report, Released on 4/28/24 (Recorded on 4/25/24)

Peter Boockvar, CIO of Bleakley Financial Group, discusses the biggest risks to the economy right now, and the assets that are most likely to outperform this year.

0:00 – Intro
1:00 – GDP release
2:40 – Fed rate cut this year?
5:50 – Bonds and yields outlook
9:21 – Outlook on economic growth
13:14 – Risk of layoffs?
14:49 – What does well during stagflation?
15:15 – Will the Fed raise rates?
17:29 – Market outlook
18:51 – Tech stocks
24:05 – Geopolitical risks
25:35 – Investment implications

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

  economy, inflation, investing, peter boockvar, stagflation, stock market, stocks