Peter Boockvar – Think Piece

Published on
December 29th, 2015
Duration
26 minutes

Peter Boockvar – Think Piece

Featuring Peter Boockvar

Published on: December 29th, 2015 • Duration: 26 minutes

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.

Comments

  • DD
    Derek D.
    28 February 2016 @ 15:23
    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 January 2016 @ 18:12
    Would be interesting to hear what Raoul thinks of his Treasury/inflation thesis
  • TJ
    Terry J.
    30 December 2015 @ 11:03
    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 December 2015 @ 07:42
    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 December 2015 @ 02:01
    Juxtaposing with Burbank's talks provides compelling counterpoints regarding US prospects. Great piece.
  • RD
    Ryan D.
    30 December 2015 @ 00:40
    QE Beer Goggles! That was great!
  • WM
    Will M.
    29 December 2015 @ 20:07
    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 December 2015 @ 15:37
    Very nice wording! May the juice be with you ;-)
  • KA
    Kelly A.
    29 December 2015 @ 15:22
    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