In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… he believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we're "knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and forget” it are passed and active portfolio management is the future as traditional S&P 500 returns are unlikely to be repeatable in the coming decade.
Takeaways:
Why Peter Is Concerned About Tariffs
Why The Mag 7 Is Now The Mag 3.5
International Equities Will Have Upside For Years
Why Peter Believes We’re In A Bond Bear Market
The Commodities Peter Thinks Have Upside Now
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:00 Tariffs and Taxes — Why Even a 10% Tariff is Troublesome
3:50 Doing the Math on Tariffs & Growth
5:00 Valuations & Risk, Retail vs Institutional Investors & Buying the Dip
7:45 The Mag 7 Trade Has Turned into 3 and a Half
10:40 The Upside to Investing Outside the U.S.
16:39 Proof The U.S. Dollar Is Losing It’s Reserve Currency Status And The Effects on Treasuries
27:46 The Sectors Peter is Watching-OIL
31:15 Hard Assets-Silver
32:35 Hard Assets-Uranium
35:45 Hard Assets-Real Estate and Peter’s Picks
42:45 What Peter’s Worried About and What He Thinks Works
44:06 Recession Is Knocking On The U.S.’s DoorConnect with us online:
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