Peter Boockvar, CIO at Bleakley Financial and Editor of the 'Boockvar Report', shares his insights on navigating current market challenges. He warns that while markets may appear stable, economic growth projections are bleak, with a potential recession looming. Boockvar emphasizes the need for active portfolio management amidst rising tariffs and valuations not reflecting risks. He highlights promising opportunities in international equities and commodities, advising investors to rethink their strategies and consider diversification beyond U.S. markets.
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insights INSIGHT
Tariffs Are Like Double Taxation
Tariffs act like a corporate tax, effectively doubling the tax burden when combined with existing corporate taxes.
This increased cost disrupts economic activity and offsets tax incentives for capital spending.
insights INSIGHT
MAG-7 Splintering Signals Caution
The MAG-7 tech stock group has broken down to about three and a half dominant companies.
This splintering signals the need for investors to pick names carefully within that group.
volunteer_activism ADVICE
Diversify With International Equities
Maintain about 25% of your equity portfolio in international markets to capture global GDP growth.
International stocks offer higher dividend yields and may outperform amid U.S. market consolidation.
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In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… he believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we're "knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and forget” it are passed and active portfolio management is the future as traditional S&P 500 returns are unlikely to be repeatable in the coming decade.
Takeaways: Why Peter Is Concerned About Tariffs Why The Mag 7 Is Now The Mag 3.5 International Equities Will Have Upside For Years Why Peter Believes We’re In A Bond Bear Market The Commodities Peter Thinks Have Upside Now
Want Peter and Bleakley to review your portfolio? Go to wealthion.com/free, fill out the form, and ask Bleakley Financial
:00 Tariffs and Taxes — Why Even a 10% Tariff is Troublesome 3:50 Doing the Math on Tariffs & Growth 5:00 Valuations & Risk, Retail vs Institutional Investors & Buying the Dip 7:45 The Mag 7 Trade Has Turned into 3 and a Half 10:40 The Upside to Investing Outside the U.S. 16:39 Proof The U.S. Dollar Is Losing It’s Reserve Currency Status And The Effects on Treasuries 27:46 The Sectors Peter is Watching-OIL 31:15 Hard Assets-Silver 32:35 Hard Assets-Uranium 35:45 Hard Assets-Real Estate and Peter’s Picks 42:45 What Peter’s Worried About and What He Thinks Works 44:06 Recession Is Knocking On The U.S.’s DoorConnect with us online:
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