Dan Nathan hosts Peter Boockvar from OnePoint BFG Wealth Partners on the Risk Reversal Podcast. They discuss key topics including recent Peter Lynch-inspired investment picks, labor market data ahead of the August jobs report, and economic implications of Google's recent legal developments. Peter Boockvar provides insights into the labor market's current state, the potential for Fed interest rate cuts, and the possible impacts on the broader economy. The conversation also highlights the response to economic policies, the performance and projections for gold and Bitcoin, and the concert ticket market dynamics through Peter's live Nation concert experience. The podcast concludes with a detailed discussion on Google's market position and the potential ramifications of regulatory decisions on both Google and Apple.
Show Notes
- Checkout The Boock Report: https://boockreport.com/
- Behind This Season’s Bumper Earnings: Job Cuts, Price Hikes, Glum Workers (WSJ)
Timecodes
0:00 - Labor & The Fed
9:15 - 30-Yr Yield Concerns
13:30 - Gold & BTC
18:55 - Earnings Read
23:15 - Live Nation
28:50 - Google Ruling
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