Join Andy Schwartz, a Managing Partner at Bleakley Financial Group, and Peter Boockvar, its CIO, as they dive into the unpredictable impact of political events on market volatility. They discuss gold’s surprisingly stable position as a reserve asset against the backdrop of a strong dollar and rising interest rates. The duo also dissects the complexities of tariffs, drawing parallels to historical trade wars, while weighing in on smart investing strategies amidst today’s market dynamics. Tune in for valuable insights!

In this discussion, Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Andy Schwartz, co-founder and principal of Bleakley, to unpack pressing market dynamics. They dive into the potential risks facing AI stocks amid rising competition and market volatility. The duo explores how increasing tariffs might spike inflation and affect interest rates. Plus, they emphasize the importance of portfolio diversification in an era heavily dominated by tech. Stay tuned for insights on upcoming earnings and market shifts!

Peter Boockvar, CIO of Bleakley Financial Group and editor of The Boock Report, joins Andy Schwartz, Co-Founder of Bleakley Financial Group and CFP, to discuss pivotal market shifts. They analyze the potential risks facing AI stocks and the ramifications of rising tariffs on inflation. The guests emphasize the need for diversification in portfolios heavily weighted in tech. Additionally, they explore the influence of new players in the AI field on the market and the importance of adapting investment strategies in response to changing economic conditions.