The Weekly Money Clip

Is the U.S. Economy Stronger Than It Looks? Peter Boockvar Isn’t So Sure


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In this insightful episode of WealthWise, host Jeffrey Hirsch, Editor-in-Chief of the Stock Trader's Almanac, engages with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to delve into the evolving landscape of global investing.

Peter shares his contrarian approach, emphasizing a strategic shift from large-cap tech stocks to value-oriented companies and international markets. He discusses the implications of changing capital flows as foreign investors reassess U.S. allocations amid geopolitical tensions.
The conversation also explores:
~ The recent drop in the VIX below 18 and its significance for market recovery.
~ Seasonal market trends and potential Q3 weaknesses.
~ The role of gold and precious metals versus Bitcoin in current portfolios.
~ Insights into trade deficits and the impact of U.S. economic policies on global markets.
Peter also reflects on his professional journey, including his experiences with farmland investments and his daily writings that provide ongoing market analysis.
📺 Watch the full episode on YouTube now: https://youtu.be/C-A7P2h7668?si=wwJ2XG4X-KICHwHP
🎧 Listen to the audio version on your favorite podcast platforms, including Apple Podcasts, Spotify, and iHeartRadio.
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The Weekly Money ClipBy Evergreen Podcasts | CrossCheck Media