Meshing The Macro & The Micro with Peter Boockvar

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 August 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Peter Boockvar discuss the impact of tariffs on earnings and market performance, stressing the need to remain unbiased about their benefits or drawbacks. The discussion shifts to declining rig counts and their potential influence on crude oil prices, highlighting U.S. shale production's response to OPEC's quota adjustments. The panel addresses the geopolitical ramifications of U.S. threats to tariff countries buying Russian oil, particularly China and India, noting how these actions could lead to oil price volatility. The dialogue also explores China's leverage over the U.S. due to their control of rare earth magnets, which are critical for both commercial and military applications. The episode concludes with an overview of the current market sentiment, driven by AI tech trades and a buy-the-dip mentality, contrasting it with the fragmented performance of smaller market segments. —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.
0:27.7	Guy, I'm sure you're already up to speed on all things current.
0:31.1	Of course I am.
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0:50.8	started just go to current dot com slash okay that's okay a why go to current.com slash okay. That's okay-a-y. That's current.
0:55.9	com slash okay. Current is a financial technology company, not a bank. Banking services provided by
1:02.7	Choice Financial Group member FDIC and Cross River Bank member FDIC. Paycheck Advance is offered by
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1:12.2	not a bank. Eligibility and available amounts may vary and are subject to change at any time.
1:17.4	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:26.8	A very warm welcome to a very special risk reversal podcast.
1:31.7	Anytime I get the opportunity to speak to Peter Bookbar, it's a great time.
1:37.8	Now, help me with the new name because I believe it's one point BFG partners, but correct me if I'm wrong.
1:45.9	Yeah, wealth partners.
1:46.8	Yeah.
	...

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