Pavlov’s Bears with Peter Boockvar

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 18 August 2023

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Peter Boockvar of the Boock Report joins Dan, Danny, and Guy to discuss the Fed raising rates (6:00), the most bullish things Peter is seeing (12:00), recession tipping points (16:30), what’s happening in Japan (28:30), financials (32:00), China (36:30), the election cycle (45:00), trends from recent earnings calls (48:00), Danny rants on trading around clickbait headlines (51:00), and Peter’s vibe check on the S&P 500 and Yields (56:00) 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 Learn more about Ro body: ro.co/tape 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	So typically I'd start this podcast by referencing some 1960s, 1970s song.
0:09.0	But as I walked in today, Danny said, let's not do the music thing today, I got the title.
0:14.0	So I'm like, fine.
0:15.0	Nope.
0:16.0	But if I were to do that, in 1975, Danny and Dan, and by the way, Peter, Paul Simon released an album still
0:25.1	crazy after all these years. The song Slips Liding Away was supposed to be on it, but he didn't
0:30.4	put it on, and it was released as a single in 1977. By the way, you are listening to the On the Tape
0:36.5	podcast. I'm Guy Adami, always joined by Dan Nathan and Danny Moses. And today we're joined for the entire podcast, Peter Bookvar, Chief Investment Officer, Bleakley Financial Group, and the editor of the book report. And if you don't read the book report, you're doing it wrong. Anyway, the lyrics of slip sliding away. And think about this for a second.
0:57.2	Sip sliding away. They do that, right? It's like a little... They do. Okay.
1:02.0	Slip sliding away. But here's the important part. You know the nearer to destination, the more you slip slide away. So here we are. We're near the destination. We've gotten
1:13.2	rates where we wanted them to go. But we continue to slip slide away, Danny Moses. We're slip
1:18.7	sliding away. And that's not going to be the title of the show, because apparently you have
1:22.3	something better. The reason that I was singing another song when I came in, which I don't know why I was singing, was Elton John, I'm still standing, which now I remember why, because an hour ago, I asked Dan if he
1:31.3	had ever seen the movie Tommy, to which he said no, to which I said, how is that possible? And I said,
1:35.6	you got Jack Nicholson and Margaret. And I go, and you through all of this, and I said this two weeks ago, right,
1:44.2	I think we would not see the market make new highs. But I have something else to talk about
1:48.1	that may lead to the title of the show. Okay. And before you do that, we have some
1:52.0	housekeeping items, Dan, Nathan. First and foremost, welcome Peter Book Bar to the pod. I said
1:56.6	hi to Peter. I know we welcomed them here. And I want to say one thing. I want to say one thing.
2:01.1	Guy and I have said this, I think, on the pod.
2:02.8	We've been doing it now for almost three years, okay?
2:05.1	One of the consistent themes about a lot of our guests is like how fortunate you and I have
	...

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