I'm happy to present a new podcast and CEO interview. In this episode Dan Nathan and I discuss commodities, particularly gold and silver with the latter also benefiting from industrial uses as well as being a monetary metal. Then we discuss the importance of copper in this new age of electrification and renewables. We also cover the upcoming earnings …
Podcasts
New Podcast: CPI, The Fed, and a Conversation with Michael Broderick, CEO of Monro Inc.
I'm happy to present a new podcast and CEO interview. On the latest podcast, Dan Nathan and I preview tomorrow's CPI number, the Federal Reserve meeting, Wednesday's rate decision, and potential market reactions. Then, my latest CEO interview. This time with Michael Broderick, CEO of Monro Inc. (MNRO), the largest stand alone auto service company in the …
New Podcast: A Conversation with Jonathan Steinberg, Founder and CEO of WisdomTree
I'm happy to present my latest podcast and CEO interview. Once again, I join Guy Adami and Dan Nathan to discuss this week's headlines, starting with the protests in China and what a re-opening there could mean for central banks in the rest of the world. We also check in on the current state of US Equities following the recent rally, and the stages that have …
New Podcast: A Conversation with Ian Siegel, CEO of ZipRecruiter
Labor Pains and OpportunitiesI joined Guy Adami and Dan Nathan to discuss the Fed's current predicament. We talk about whether the strong jobs numbers on Friday give them continued cover for aggressive rate hikes. What will the upcoming earnings season look like and what does that mean for the broader markets? And what would a Fed-induced recession mean for multiples …
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New Podcast: My Conversation with Conor Flynn of Kimco Realty
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 …
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New Podcast: My interview with Doug Cifu of Virtu Financial
I recently sat down with Guy Adami and Dan Nathan of the On The Tape Podcast where we discussed the market's game of chicken with the Fed. Inside you'll also find my longer interview with Doug Cifu of Virtu Financial where we discuss his business, market structure, execution quality and even the Florida Panthers. I hope you enjoy: On this bonus episode of “On …
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The Compound with Josh Brown
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 …
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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Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.