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Episode 42: Is It Time To Exit Stocks? With Peter Boockvar
The labor market is showing some signs of softening but stocks continue to charge higher. Is the bull rally getting over-extended? Maggie Lake sat down with Peter Boockvar to talk about the two-lane highway that is the US economy and the dilemma facing the Federal Reserve. Peter also talks about the underappreciated risk around Trump tariff policies and why looking for value in this market requires an active approach. Recorded the morning of December 4.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Twitter: https://x.com/maggielake
Connect with me on Substack: https://maggielake.substack.com
To get more from Peter, join him over on Substack at: https://peterboockvar.substack.com/
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By Mags
5
55 ratings
The labor market is showing some signs of softening but stocks continue to charge higher. Is the bull rally getting over-extended? Maggie Lake sat down with Peter Boockvar to talk about the two-lane highway that is the US economy and the dilemma facing the Federal Reserve. Peter also talks about the underappreciated risk around Trump tariff policies and why looking for value in this market requires an active approach. Recorded the morning of December 4.
Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me
Connect with me on Twitter: https://x.com/maggielake
Connect with me on Substack: https://maggielake.substack.com
To get more from Peter, join him over on Substack at: https://peterboockvar.substack.com/
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