Macro Voices Podcast

MacroVoices #194 Peter Boockvar: Inflation is Not a Prerequisite for Central Banks Changing Policy

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Macro Voices Podcast

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Erik Townsend and Patrick Ceresna welcome Peter Boockvar to MacroVoices. Erik and Peter discuss:

  • Global macro outlook 
  • Will US get to negative interest rates?
  • The recent back-up in yields – is this a trend reversal or a correction
  • Inevitability of inflation and its effects on central banks
  • Is this the end of the bond bubble?
  • Perspectives on Christine Lagarde, ECB and Brexit
  • Outlook on US/China trade negotiations
  • Fed’s “insurance” cuts– what’s next?
  • Portfolio positioning strategies 
  • Gold-Silver ratio and portfolio allocation in precious metals.

Download the podcast transcript: [Click Here]

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PETER BOOCKVAR  is the Chief Investment Officer of Bleakley Advisory Group.

He is also the Editor of The Boock Report, a global macro newsletter. Before this he was the Chief Market Analyst with The Lindsey Group, a macro economic and market research firm founded by Larry Lindsey. Prior to joining The Lindsey Group, Peter worked at Omega Advisors, a New York based hedge fund, as a macro analyst and portfolio manager. He was an employee and partner at Miller Tabak & Company for 18 years and became the equity strategist and a portfolio manager with Miller Tabak Advisors. He joined Donaldson, Lufkin and Jenrette in 1992 in their corporate bond research department as a junior analyst. Peter is a CNBC contributor and appears regularly on their network. Peter graduated Magna Cum Laude with a B.B.A. in Finance from George Washington University.

 


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