I sat down for a wide ranging discussion on stocks, valuations, gold, bonds and inflation with Josh Brown of Ritholtz Wealth Management. Link and video below: Link: //www.youtube.com/watch?v=RlmJMHhqONQ //www.youtube.com/watch?v=RlmJMHhqONQ …
Podcasts
Podcast 7/14/17 – Quantitative Tightening
This Week's Podcast This week's podcast looks at the latest moves from central banks, what is to come and what it means for assets in a slow growth environment We're seeing tightening and tapering across the globe. How will that effect current earnings estimates with equities near all time highs? I also check in on emerging markets and more. LISTEN: - …
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Podcast 6/14/17 – The FOMC and a Look Ahead
In the first installment of what will become a regular feature on The Boock Report, today's podcast looks at today's FOMC decision, what got us here (ZIRP) and the rate of change of interest rates versus a fairly soft economy. I also discuss what it means for various asset classes, particularly equity valuations. I also preview the upcoming BOE decisions. LISTEN: …
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