I once again visited with Guy Adami and Dan Nathan of the On The Tape Podcast where we discussed rate hikes, big tech, and what scenarios would allow the market to get through this period of turmoil without more steep declines. Inside you’ll also find my longer conversation with Conor Flynn, CEO of Kimco Realty where we discuss the state of real estate, consumer spending, inflation and more. I hope you enjoy:
Summary
Guy, Dan, and Bleakley Financial Group CIO Peter Boockvar discuss central banks around the world hiking rates (1:50), Wall Street participants with diverging views on the stock market (6:18), moats around big tech (8:29) and how the market could get out of this period unscathed (14:33).
Later, Peter talks with Kimco Realty CEO Conor Flynn about his journey into the real estate industry (17:00), transforming Kimco’s portfolio of shopping centers to become more competitive (19:39), why grocery stores are a critical anchor for their properties (20:32), the cities and markets Peter is most bullish on Kimco’s successful investment in Albertsons (34:28), and how inflation is impacting consumer traffic & purchases (41:00).