Fed Stays Steady & The "Sell America" Trade with Peter Boockvar

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 June 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and his co-host Guy Adami are joined by Peter Boockvar, CIO at Bleakly Financial Group. The discussion centers around recent statements from Fed Chair Jerome Powell, analyzing market reactions and economic forecasts, particularly in light of tariffs and inflation concerns. The hosts and guest delve into the Fed's stance on future rate cuts, the impact on GDP and inflation projections, and the broader implications for the labor market, housing sector, and global trade. Peter emphasizes the importance of unbiased risk management and offers a nuanced perspective on the potential economic repercussions of current fiscal policies. The episode also explores the role of the Federal Reserve, questioning whether market mechanisms should independently set interest rates. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.4	To be invested with Betterment is to believe in better. Whether it's saving for today
0:31.8	or building wealth for tomorrow, they help people and small businesses put their money to work.
0:36.8	They automate to make savings simpler.
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0:52.3	Get started at betterment.com.
0:56.3	Welcome to the Risk Reversal Podcast.
0:58.6	I'm Dan Nathan.
0:59.7	I'm always joined by Guy.
1:00.9	Yes, you are.
1:01.6	How are you, Guy?
1:02.4	I'm strong to very strong.
1:04.0	Guys all fired up for two reasons.
1:06.2	One, we have one of our most favorite guests who's joining us today.
1:10.2	That would be Peter Bookvar. He is CIO
	...

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