The Contrarian

26 snips

Dec 6, 2024

Peter Boockvar, CIO at Bleakley Financial Group, dives into the world of global macroeconomics and investing. He shares his insights on the future of Bitcoin and why selling during market highs is crucial. Boockvar discusses the potential of platinum and the overlooked opportunities in beaten-down stocks. The conversation touches on the Chinese economy and the implications of emerging technologies, linking international markets and government policies that shape investment landscapes.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ANECDOTE

Art Cashin's Passing

Art Cashin, a Wall Street legend, passed away at 83.
He was known for his wisdom, storytelling, and down-to-earth demeanor.

ANECDOTE

Cashin's Missile Anecdote

Cashin's story about buying when missiles are in the air highlights the importance of risk-taking in markets.
If you're wrong but missiles fly, it won't matter, but if you're right, you profit.

ADVICE

Contrarian Investing

Look for bombed-out assets that are off the radar but have potential for future recognition.
Avoid value traps while seeking long-term stories.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

On episode 168 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar, CIO at Bleakley Financial Group, to discuss: the future of Bitcoin, Art Cashin's legacy, contrarian investing, the case for platinum, Chinese stocks, the most beaten down stocks in the market, and much more!

This episode is sponsored by Astoria Portfolio Advisors! To learn more about ROE, visit: http://AstoriaAdvisorsETFs.com/ROE/

Take the TCAF audience survey!

Instagram: https://instagram.com/thecompoundnews

Twitter: https://twitter.com/thecompoundnews

LinkedIn: https://www.linkedin.com/company/the-compound-media/

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices