Today, Dan talks with Peter Boockvar, the chief investment officer of $8 billion wealth-management firm Bleakley Financial Group.

As a top-down investor, Peter focuses on "bombed-out, value-type situations" that can be distilled into overarching investing themes.

One of the big themes Peter sees right now is a global, unstoppable force of people wanting to break out of their pandemic bubbles and travel. That doesn't mean he's long airlines. In fact, he cautions against such proven, cyclical money pits... instead preferring alternative plays on the travel industry, like hotels, casinos, or online travel agencies.