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Peter Boockvar: “The Unwind of the Largest Financial Bubble Ever”

Bond yields are on the rise around the world, raising concerns of a sovereign debt crisis. What's driving rates higher and what will that mean for global equities? Maggie Lake sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to discuss the market action. Peter will also break down the latest economic data and talk about where he sees opportunity in these volatile markets. For more of Peter's work, read The Boock Report here: https://peterboockvar.substack.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake 00:00 - Intro: Talking Markets with Peter Boockvar 00:35 - What’s Driving the Bond Market Action? 05:34 - Supply vs. Demand: The Struggles of Long-Term Bonds 08:05 - Are Bond Vigilantes Back? The Fed vs. Market Pushback 09:36 - The UK Gilt Market and Sovereign Debt Risks 12:30 - Alternatives to Bonds: Gold and Defensive Strategies 14:25 - Corporate America’s Mood Amid Rising Rates 16:15 - Will Inflation Return? Navigating the Next Phase 18:40 - What is The Bull Case Narrative? 22:14 - Is the US Economy Headed for a Recession? 25:00 - Global Opportunities: Mixed Economic Trends in Asia and Europe 26:10 - The Dollar Debate: Strength, Tariffs, and Trade Wars 29:10 - Tariffs as a Policy Tool: Pros, Cons, and Consequences 32:03 - Closing Remarks: Looking Ahead to 2025 *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #economy #marketanalysis #investing #stockmarket #bonds #investing #fed #usdollar #nasdaq #bondmarket #monetarypolicy #inflation #investmentstrategy #talkshow #podcast #trumppresidency #bondyields #tradinginsights #tariffs #trade #monetarypolicy #federalreserve #financialbubble #sovereigndebtcrisis #economicdata