Market’s Fair Warning with Peter Boockvar

Aug 23, 2024

Peter Boockvar, a financial expert from Bleakley Financial Group, dives into market volatility and economic indicators. He discusses the impact of Japan's monetary policies on global markets and highlights the state of the U.S. consumer amid rising debt. The conversation branches into the influence of AI investments by tech giants and explores potential stock picks in agriculture, energy, and sports gambling. It's a riveting analysis of current economic turbulence and the prospect of future quantitative easing and tightening.

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Intro

00:00 • 2min

Navigating Market Shifts

01:56 • 9min

NVIDIA's Revenue Risk and Economic Shifts

10:59 • 8min

Navigating Oil Prices and Market Dynamics

19:02 • 5min

Navigating Economic Turbulence

24:02 • 26min

Exploring the Intersection of Sports Media and Gambling Growth

50:13 • 3min

Peter Boockvar from Bleakley Financial Group, shares insights on recent market volatility, interest rates, economic indicators, and the role of AI investments by major tech firms. They also delve into geopolitical impacts on the market, particularly Japan's monetary policies. The conversation covers the state of the U.S. consumer, debt issues, and potential for future QT and QE. They touch upon prospective stock picks in agriculture, energy, and the sports gambling sector.

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On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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