Forward Guidance: Investor Concerns and Market Trends for 2019 | Peter Boockvar
Hidden Forces
Demetri Kofinas
4.8 • 1.6K Ratings
🗓️ 15 January 2019
⏱️ 52 minutes
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Summary
In Episode 74 of Hidden Forces, Demetri Kofinas speaks with Peter Boockvar. Peter is Chief Investment Officer for Bleakly Advisory Group and a regular on CNBC, where he provides market commentary about fed policy, market trends, economic data, stocks, bonds, etc.
Every now and again, Demetri brings people from the media onto Hidden Forces in order to get their take on the markets and to hear their interpretations about the latest data, news, and information. The purpose of this is to gain a better understanding of how the news media is constructing the very narratives that given reason to what we're seeing and what we can expect to see in the coming weeks and months.
There has been a significant shift in how the financial press has been talking about markets recently. Even the words that they have been using to describe developments that could otherwise be viewed in a positive light are being characterized in bearish terms. Demetri asks Peter for his interpretation of some of the recent economic data, including the latest manufacturing numbers out of Germany, as well as the recent anecdotal data provided by Apple in their 1,400-word letter to investors, which lead to a 10% drop in their stock price (their worst, one-day performance in five years). The two discuss recent comments by Fed chairman Powell, the prospect and performance of financial stocks, concerns about liquidity, the government shutdown, trade, China, marijuana stocks, Tesla, and what Demetri believes is the resurgence of democratic socialism as a powerful force that markets will need to contend with in 2020.
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Transcript
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| 0:00.0 | Today's episode of Hidden Forces is made possible by listeners like you. |
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| 0:38.0 | you can give us a review. |
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| 0:45.7 | And with that, please enjoy this week's episode. |
| 0:50.4 | What's up everybody? |
| 0:51.6 | I'm Demedric of Phoenix and you're listening to Hidden Forces where each week I speak with experts in the fields of technology science, finance and culture to help you gain the tools to better navigate an increasingly complex world |
| 1:07.0 | so that you're less surprised by tomorrow |
| 1:09.0 | and better able to predict what happens next. |
| 1:13.6 | My guest this week is Peter Bookbar, chief investment officer for Bleakley Advisory Group, |
| 1:19.6 | and a regular on CNBC where he provides market commentary about Fed policy, market trends, economic |
| 1:26.6 | data, stocks, bonds, you name it. Every now and again I like to bring people from the media onto this program to get their take |
| 1:35.5 | on the market and to hear what their colleagues are thinking about the latest economic data, |
| 1:40.8 | news and information, and how it's impacting the narratives being constructed |
| 1:46.1 | by the press to explain what we're seeing and what we can expect to see in the coming weeks |
| 1:51.8 | and months. |
| 1:53.2 | I've noticed a significant shift in how the media has been talking about markets recently, |
| 1:58.4 | even the words that they've been using to describe developments that in a different time and place would have elicited positive |
... |
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