

Unwind of The Sovereign Bond Bubble (guest: Peter Boockvar)
11 snips Nov 18, 2023
Peter Boockvar, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report, joins Patrick and Kevin to discuss the similarities between the current financial environment and past crises like the DotCom bubble and 2008 crisis. They reflect on historical events, investment biases, market panic triggers, and concerns about inflation. The chapter also delves into safety trades, admitting mistakes in trading, contrarian trades, and the potential for a Chinese economic rebound. They analyze the possibility of a new bull market, market conditions, rotation moments, and listener questions. There's also light-hearted banter about Lindsay Lohan, Deep Bake, and concert memories.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Getting to Know Peter Boockvar
01:38 • 10min
Reflection on Historical Events and Investment Biases
11:24 • 13min
Stocks, Bonds, and Economic Challenges
24:24 • 15min
Market Panic and Inflation: Triggers and Concerns
39:24 • 14min
Safety trades and admitting mistakes in trading and investing
53:47 • 2min
Discussion of Admirable Qualities, Contrarian Trade, and Chinese Economic Rebound
55:58 • 3min
Determining the Real Interest Rate
58:51 • 10min
Analyzing the Possibility of a New Bull Market
01:08:21 • 28min
Rotation Moment and Market Conditions
01:36:39 • 18min
Q&A and Listener Interaction
01:54:42 • 4min
Discussion about Lindsay Lohan, Deep Bake, and a Dipesh Mode concert
01:58:20 • 2min
Concert Memories and Fashion Choices
02:00:02 • 7min