Panic to Policy: Peter Boockvar on the China Trade Deal

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 14 May 2025

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan talks with Peter Boockvar from Bleakley Financial Group about the recent developments in the China-US trade deal and its implications on various markets, including stocks, currencies, and commodities. They delve into the impact of tariff rates, the economic strategies of both countries, and the potential scenarios that could play out over the next few months. Peter highlights China's advancements in technology and manufacturing, and how these changes affect global economic dynamics. They also discuss the potential effects on corporate tax rates, investment strategies, and the broader economic landscape, emphasizing the challenges businesses face in this uncertain environment. The episode concludes with thoughts on the future of the financial markets, the importance of international investments, and perspectives on gold and other assets. Get Peter's Newsletter: https://peterboockvar.substack.com/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	To be invested with Betterment is to believe in better.
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0:19.8	So be invested in yourself. Be invested in your business, be invested in better with betterment.
0:24.7	Get started at betterment.com.
0:28.5	Welcome to the Risk Reversal Podcast.
0:30.5	I'm Dan Nathan.
0:31.5	We are putting in the feed today a conversation that I had with Peter Bookvar from Bleakley Advisors on Monday.
0:38.3	We went through all things China trade deal, what we think is going to happen over the next few months, how this affects markets, all different markets, stock market, currency markets,
0:49.3	treasury yields and the like here, commodities obviously too. And really though, also the impact on the economy.
0:55.0	So Peter was armed with a lot of data here.
0:57.0	I hope you enjoy this conversation.
0:59.0	We think it's something that will resonate over the next few weeks or so
1:03.0	as we get our arms around what this deal might look like.
1:06.0	So thanks a lot, enjoy the conversation.
1:08.0	That's Peter Bookvar, obliquely advisor. He also runs the book report every day
1:14.0	in your email box. We're going to get into that. You can have that, subscribe to that.
1:18.3	It's one of those reads that you must do. Peter, welcome to market call. Thanks, Dan. Great
	...

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