Market’s Fair Warning with Peter Boockvar

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 23 August 2024

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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. Checkout the 'Boock Report' on Substack Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

Click on a timestamp to play from that location

0:00.0	A warm welcome to the On the Tape podcast. I am Guy Adama. I'm always joined by Danny Moses. Danny, how are you?
0:07.1	Autumn in the air, guy. It feels like...
0:08.7	Autumn is in the air.
0:09.9	It is somewhat autumnal out there. I'm glad you brought that up.
0:13.3	Yes. Anyway.
0:14.1	And Dan, Nathan, Dan, how are you?
0:15.7	Fine.
0:16.7	Every once in a while, you're excited. I can see both of you are excited. Why are you excited?
0:21.1	Because we have a great friend of the pod joining us. That would be Peter Booker of Bleakley
0:25.8	advisors in the house. There's certain people, and I've said this, I don't say it about everybody.
0:30.8	I say it about very few people. When you turn CNBC on, a lot of times you'll have the network
0:35.4	on without sound, it's sort of background. There's certain people that when they appear on the network, you turn the volume up because
0:41.4	you want to hear what he or she has to say. Peter Bookvar is one of those people. I ran into Peter
0:46.9	recently in a restaurant in Morristown, New Jersey, Gary Eros. I don't know if I'm doxing him, but he was out with some of his friends. Kind of yourself there, too. But he's a fan of the classic rock music. Yeah, yes. And I'm thinking about
0:59.5	classic rock. And recently, I saw one of these Twitter handles. I think it's like rock and roll.
1:06.0	Big following. They put out the 10 greatest guitarists of all time. If you don't have Eddie Van Halen on the list of the 10, it's not a list. And it got me thinking about Van Halen. Now, for me, it's just Van Halen. Anything after sort of 1985 is not Van Halen. But their fourth studio album, as you know, Dan, is called Fair Warning. So I'm here to tell you people now, we're giving you fair warning.
1:30.3	Peter is here, and we want to dissect a lot of different things.
1:33.1	So, Peter, how are you?
1:34.4	It's great to be here.
1:35.3	It's one of my favorite albums.
1:37.2	100%.
1:38.2	I mean, the early Van Halen stuff.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.