Buyer Beware: Are Markets Set Up for a Pullback?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 9 April 2021

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Apr8,2021: Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to share his insights on the inflationary pressures and drawdown risks he’s observing. Boockvar discusses his take on why weekly jobless claims in the U.S. continue to be high while job openings are also at record highs, highlighting how enhanced unemployment benefits may be competing with wages and how this puts inflationary pressure on labor. He also analyzes Jamie Dimon’s statement of the economic boom running all the way into 2023 and points out that another leg up in rates, a potential tapering by the Fed, and the end of large-scale fiscal spending could all prove to upend that notion. Harrison and Boockvar also explore the potential influence that supply chain disruptions could have on earnings, a corporate tax grab under Biden, and the impact of high margin debt on markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:41.0	J-POW today at the IMF. When is the Fed going to taper?
0:46.0	More importantly, when the easy inflation comes over, what then?
0:50.0	And what does that mean for stocks?
0:52.0	To break that down, I have Peter Bookbar, CIO, a blickly advisory group and editor of the book report.
0:59.0	Peter, always a pleasure to talk to you.
1:01.0	I was just telling you before you came on how pumped up I am.
1:05.0	I make a viewer in that every two weeks I get the chance to talk to you, pick your brain.
1:10.0	And so I'm really interested in what you have to say.
1:14.0	Enjoy your conversations.
1:16.0	Yeah, you know, and let me tell you that one of the reasons I want to pick your brain is,
1:20.0	is I read your newsletter, the book report.
1:23.0	I don't know how familiar other people are with that.
1:27.0	And maybe you can give a little plug as to where they can find that.
1:31.0	The website's the OOCK report.
1:34.0	So I'll play in my last name.
1:37.0	Some people can trial it.
	...

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