RiskReversal Pod Pavlov’s Bears with Peter Boockvar
Aug 18, 2023
Peter Boockvar, financial analyst and author, joins Dan, Danny, and Guy to discuss the Fed raising rates, recession tipping points, Japan, China, the election cycle, and recent earnings calls. They also touch on trading around clickbait headlines and Peter's vibe check on the S&P 500 and Yields.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Slip Sliding Away: Current Market Conditions
02:08 • 10min
The Fragile State of the Economy
12:03 • 15min
Central Banks' Actions and Inflation
27:08 • 14min
Post-COVID Situation in China and Potential Rebound
41:05 • 3min
Weight Loss Medication and the Election Cycle's Relevance to the Stock Market
44:10 • 2min
The Influence of P Multiple on the Market
45:42 • 14min
A Bearish Outlook and Preference for Short-Term Treasuries
59:43 • 3min