Stocks Crash Worldwide as Reflation Trades Backfire

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 9 July 2021

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB-Jul08,2021: Peter Boockvar, chief investment officer of Bleakley Advisory Group, joins Real Vision’s Samuel Burke and Jack Farley to make sense of the risk-off sentiment that dragged down almost every stock index worldwide deep in the red. Boockvar scrutinizes the U.S. bond market and attributes the violent flattening of the yield curve to the FOMC meeting earlier this month that rocked market participants. He tells Burke and Farley how the churning of certain reflation trades in light of the Delta Variant is affecting his perspective on energy, copper, precious metals, as well as equity markets in Developed Asia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This episode was brought to you by Lufthansa.
0:04.0	A podcast is a great way to escape the everyday for a couple of hours.
0:08.0	But why not truly lose yourself and discover the world with Lufthansa?
0:12.0	From Bangkok to Buenos Aires, from Miami to Mumbai, incredible adventures await.
0:17.0	Take off to New Horizons with Lufthansa.
0:20.0	Visit Lufthansa.com to book tickets now.
0:23.0	Conditions apply.
0:25.0	Say yes to the world.
0:28.0	Lufthansa.
0:30.0	Welcome to the Real Vision Daily Briefing for Thursday, July 8.
0:46.0	I'm Samuel Burke, joined by my co-host, Jack Farley.
0:49.0	And our guest today, Peter Bookbar.
0:51.0	He's the Chief Investment Officer at Bleakly Advisory Group,
0:55.0	which manages $8 billion in wealth.
0:58.0	And he's also the author or editor, I should say, of the book report.
1:03.0	Get it?
1:04.0	Let's do a review of what we're going to be talking about with you today, Peter.
1:07.0	Of course, you've seen stock markets down all across the world.
1:10.0	If you've been watching some of the other financial networks, they might have been talking in panic.
1:15.0	We don't do that on the Real Vision Daily Briefing.
1:18.0	We're going to put that into perspective with Peter.
1:20.0	And Jack, I know if I'm talking about stocks going down,
	...

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