Peter Boockvar – Think Piece

Featuring Peter Boockvar

Peter Boockvar, Managing Director & Chief Market Analyst at The Lindsey Group, discusses the unexpected effects in EM from a waver in the strength of the dollar, outlines the short-side opportunities he sees in US equity sectors, and considers the collateral damage that will be felt in Europe from policy divergence between the ECB and the Fed.

Published on
29 December, 2015
Topic
US Dollar, Liquidity, Monetary policy
Duration
26 minutes
Asset class
Bonds/Rates/Credit, Equities, Commodities
Rating
12

Comments

  • DD

    Derek D.

    28 2 2016 15:23

    0       0

    Very similar to the thoughts of Peter Schiff, who was my gateway drug into this more advanced/nuanced stuff. Yes to a discussion with him/Raoul, and also with Hart re: China. Deval vs Reval? Ahh!

  • AA

    Ali A.

    12 1 2016 18:12

    1       0

    Would be interesting to hear what Raoul thinks of his Treasury/inflation thesis

  • TJ

    Terry J.

    30 12 2015 11:03

    2       0

    An interesting and highly thought provoking think piece as we continue to digest the turkey while looking into the 2016 tea leaves

  • IF

    Ian F.

    30 12 2015 07:42

    7       8

    As the great Hugh Hendry once said "you ain't a contrarian".

    One of John Mauldin's unoriginal thinkers... Regurgitation of the contentious views on central banking... Yawn..

  • AP

    A P.

    30 12 2015 02:01

    6       0

    Juxtaposing with Burbank's talks provides compelling counterpoints regarding US prospects. Great piece.

  • RD

    Ryan D.

    30 12 2015 00:40

    7       0

    QE Beer Goggles! That was great!

  • WM

    Will M.

    29 12 2015 20:07

    20       0

    Peter made excellent & logical linkage between inflation, interest rates, bonds & EMs/precious metals. He talks fast but clearly. I appreciated his honesty that his timing was usually too early.

  • KE

    Kenan E.

    29 12 2015 15:37

    1       0

    Very nice wording! May the juice be with you ;-)

  • KA

    Kelly A.

    29 12 2015 15:22

    5       0

    Really good explanation of the complexities for 2016. A number of good strategies to consider based on the scenarios he outlines. RV: what happened to the table of contents tab? Missed it. Thx