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Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle

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Manage episode 429007426 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Peter Boockvar on Twitter https://twitter.com/pboockvar

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:48) Peter's Economic Worries: That Lower-End Consumers Are Already In A Recession

(12:26) VanEck Ad

(13:06) Interview Continues

(21:12) Is The AI Narrative That's Fueling The Stock Market Rally Real?

(48:07) Japan

(54:36) China

(01:09:19) 2024 U.S. Presidential Election

(01:11:42) Is The Boom In Private Credit & Private Equity Going To End Badly?

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

407 episodes

Artwork
iconShare
 
Manage episode 429007426 series 3300108
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Peter Boockvar on Twitter https://twitter.com/pboockvar

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:48) Peter's Economic Worries: That Lower-End Consumers Are Already In A Recession

(12:26) VanEck Ad

(13:06) Interview Continues

(21:12) Is The AI Narrative That's Fueling The Stock Market Rally Real?

(48:07) Japan

(54:36) China

(01:09:19) 2024 U.S. Presidential Election

(01:11:42) Is The Boom In Private Credit & Private Equity Going To End Badly?

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

407 episodes

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