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RiskReversal Pod

Peter Boockvar: The Fed Can’t Fix Tariffs

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 13 August 2025

⏱️ 17 minutes

🧾️ Download transcript

Summary

Dan welcomes Peter Boockvar, CIO at OnePoint BFG Wealth Partners, to discuss market reactions to recent economic data. The episode covers the market's positive response to the latest CPI reading, speculations about Fed rate cuts, and the impact of tariffs on inflation and economic growth. They delve into the persistent inflation rate of 3% and discuss factors that could re-accelerate economic growth despite ongoing trade wars. They also explore the implications of sustained AI capital spending and the role of central bank policies in juicing the economy amid tariff pressures. The conversation highlights the stock market's insatiable appetite for risk and potential future economic scenarios. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0

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0:27.7

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Of course I am.

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1:26.8

Welcome to the Risk Reversal podcast. I am Dan Neath, and I'm joined today by my good friend, Peter Bookvar. He is the CIO at one point BFG wealth partners. Peter, welcome back to the podcast. Dan, it's great to be back. Appreciate it always being on. All right, we're just calling this. This is kind of the book

1:44.3

report. We're doing this early in the week. We're kind of looking ahead at some of the stuff that's on your radar. You guys know where to find Peter. You can find him on Twitter, but also at the book report. That's B-O-O-C-K report. That is a daily newsletter. It's one of my first reads every day, but he updates it all day long, so go check that out.

1:43.4

All right, Peter, it is Tuesday afternoon.

1:45.5

We are basically newsletter. It's one of my first reads every day, but he updates it all day long, so go check that

2:01.5

out. All right, Peter, it is Tuesday afternoon. We are basically, I don't, 2.30 or so. The stock market

...

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