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Forward Guidance: Investor Concerns and Market Trends for 2019 | Peter Boockvar

Forward Guidance: Investor Concerns and Market Trends for 2019 | Peter Boockvar

FromHidden Forces


Forward Guidance: Investor Concerns and Market Trends for 2019 | Peter Boockvar

FromHidden Forces

ratings:
Length:
52 minutes
Released:
Jan 15, 2019
Format:
Podcast episode

Description

In Episode 74 of Hidden Forces, Demetri Kofinas speaks with Peter Boockvar. Peter is Chief Investment Officer for Bleakly Advisory Group and a regular on CNBC, where he provides market commentary about fed policy, market trends, economic data, stocks, bonds, etc. Every now and again, Demetri brings people from the media onto Hidden Forces in order to get their take on the markets and to hear their interpretations about the latest data, news, and information. The purpose of this is to gain a better understanding of how the news media is constructing the very narratives that given reason to what we’re seeing and what we can expect to see in the coming weeks and months. There has been a significant shift in how the financial press has been talking about markets recently. Even the words that they have been using to describe developments that could otherwise be viewed in a positive light are being characterized in bearish terms. Demetri asks Peter for his interpretation of some of the recent economic data, including the latest manufacturing numbers out of Germany, as well as the recent anecdotal data provided by Apple in their 1,400-word letter to investors, which lead to a 10% drop in their stock price (their worst, one-day performance in five years). The two discuss recent comments by Fed chairman Powell, the prospect and performance of financial stocks, concerns about liquidity, the government shutdown, trade, China, marijuana stocks, Tesla, and what Demetri believes is the resurgence of democratic socialism as a powerful force that markets will need to contend with in 2020.   Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Released:
Jan 15, 2019
Format:
Podcast episode

Titles in the series (100)

Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.