52:07

EssentialThe Essential Conversation

Are We Doomed to Recession?

Featuring Steven Van Metre and Peter Boockvar

Mar 14, 2022 • 52 minutes

139

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Essential

The Essential Conversation

Are We Doomed to Recession?

Tighter monetary policy may be a greater threat to economic growth than a war--making megalomaniac.

Featuring Steven Van Metre and Peter Boockvar

Mar 14, 2022 • 52 minutes

Peter Boockvar and Steven Van Metre agree growth is slowing all over the world. A major question is whether the U.S. will see a recession sooner rather than later. Boockvar, chief investment officer of Bleakley Advisory Group, says we should be concerned about how the Federal Reserve tightens monetary policy. In his view, from a strictly economic perspective, we should fear Fed Chair Jerome Powell more than Russian President Vladimir Putin. And, as we transition from hyper-accommodative interest rates, Boockvar believes a bear market is upon us. Van Metre, founder of Steven Van Metre Financial, sees a bull market for bonds emerging. They agree that gold and the U.S. dollar offer protection amid heightened geopolitical risk. In addition to describing economic scenarios based on rising inflation and higher commodity prices, Boockvar and Van Metre assess the ripple effects of war in Eastern Europe. What’s clear from their exchange is that a new economic reality is materializing. Recorded on March 9, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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