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10min chapter
Pavlov’s Bears with Peter Boockvar
On The Tape
Slip Sliding Away: Current Market Conditions
This chapter discusses the concept of slip sliding away in relation to current market conditions. The speakers introduce Peter Boockvar, Chief Investment Officer of Bleakly Financial Group, and discuss the market's comfort with the disinflation story and the impact of rising interest rates on various sectors of the economy. They also touch upon Pavlovian conditioning and express concerns about the ability of central banks to continue stimulating the market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode