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Peter Boockvar on Fed Policy, the Ten Year, and What Inflation Means For Investors

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Manage episode 472073977 series 3642467
Content provided by Dave Keller, CMT, Dave Keller, and CMT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Keller, CMT, Dave Keller, and CMT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...
🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...

In the 23rd episode of the Market Misbehavior podcast, I talk with CNBC Contributor and macroeconomic expert Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Editor of The Boock Report. We discuss expectations for Fed policy in 2025, how inflation and interest rate shifts could impact portfolios, the potential effects of President Trump's tariff policies, the outlook for big tech earnings, and the strength of the US Dollar.

You can follow Peter's work at The Boock Report https://peterboockvar.substack.com, and Bleakley Financial Group https://www.bleakley.com.

👉 Follow Dave on X: https://x.com/DKellerCMT
👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.b...

The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice. https://www.marketmisbehavior.com/dis....

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 472073977 series 3642467
Content provided by Dave Keller, CMT, Dave Keller, and CMT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Keller, CMT, Dave Keller, and CMT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...
🎯 Upgrade your market awareness with Seeking Alpha Premium https://marketmisbehavior.com/seeking...

In the 23rd episode of the Market Misbehavior podcast, I talk with CNBC Contributor and macroeconomic expert Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and Editor of The Boock Report. We discuss expectations for Fed policy in 2025, how inflation and interest rate shifts could impact portfolios, the potential effects of President Trump's tariff policies, the outlook for big tech earnings, and the strength of the US Dollar.

You can follow Peter's work at The Boock Report https://peterboockvar.substack.com, and Bleakley Financial Group https://www.bleakley.com.

👉 Follow Dave on X: https://x.com/DKellerCMT
👉 Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.b...

The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice. https://www.marketmisbehavior.com/dis....

  continue reading

37 episodes

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