Peter Boockvar: Are Central Banks Losing Grip?

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 19 August 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode of the Risk Reversal Podcast, Gu Adami converses with Peter Boockvar, CIO of OnePoint BFG Wealth Partners, about the implications of the upcoming Jackson Hole Fed Gala and the rhetoric surrounding the Fed's policies. They discuss the market-moving potential of Fed commentary and the impact of tariffs on inflation, focusing on the long-term effects on supply chains and prices, particularly in the auto and real estate sectors. Additionally, they delve into the global rise in interest rates, particularly in Japan and Europe, and how it impacts US markets. The conversation also touches on the evolving AI landscape, including the implications for corporate spending on AI-driven productivity tools, and competitive pressures from Chinese tech firms. The discussion wraps up with an analysis of the upcoming earnings reports from major retailers and their ability to manage price elasticity amid tariff pressures. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:32.1	Investing involves risk, performance not guaranteed.
0:37.2	A warm welcome to the Risk Re podcast guy adami today joined by
0:42.0	peter bookbar the cio of one point bfg wealth partners that name will be changed so it would be
0:49.0	easier for me to say but for now it is what it is and peter it's always a joy to have you. Thanks, Guy. Appreciate being on with you.
0:55.8	Now, listen, your work speaks for itself. We said it many times. And seemingly each week, something new happens.
1:01.6	We obviously have Jackson Hole, Wyoming, that Fed Gala, which typically is interesting, I think more so this year, given some of the rhetoric and the
1:13.0	vitre all around the Fed. So let's start there. I'm not expecting anything to happen in terms of
1:18.0	policy. I don't think you are either, but some of the commentary and then the subsequent backlash
1:24.0	it might create could be market moving. It could.
1:27.6	What's interesting about this confab is historically it was just a real boring gathering of
1:33.3	PhD economists and then some others.
1:35.9	But then when Ben Bernanke sort of used it coming out of the great financial crisis
1:40.8	to literally express what policy was going to be. That's what made this whole
	...

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