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 …
[Read more...] about New Podcast: My Conversation with Conor Flynn of Kimco Realty
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 …
[Read more...] about New Podcast: My interview with Doug Cifu of Virtu Financial
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 …
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: - …
[Read more...] about Podcast 7/14/17 – Quantitative Tightening
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: …
[Read more...] about Podcast 6/14/17 – The FOMC and a Look Ahead
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.
