In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… He believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we’re “knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and forget” it are passed and active portfolio management is the future as traditional S&P 500 returns are unlikely to be repeatable in the coming decade.
Takeaways:
- Why Peter Is Concerned About Tariffs
- Why The Mag 7 Is Now The Mag 3.5
- International Equities Will Have Upside For Years
- Why Peter Believes We’re In A Bond Bear Market
- The Commodities Peter Thinks Have Upside Now
Hard Assets Alliance – The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Want Peter and Bleakley to review your portfolio? Go to https://wealthion.com/free, fill out the form, and ask Bleakley Financial
