Stagflation, Higher Rates For Longer; Will Markets Survive? Peter Boockvar

Peter Boockvar, CIO of Bleakley Financial Group, discusses the biggest risks to the economy right now, and the assets that are most likely to outperform this year.
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*This video was recorded on April 25, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - GDP release
2:40 - Fed rate cut this year?
5:50 - Bonds and yields outlook
9:21 - Outlook on economic growth
13:14 - Risk of layoffs?
14:49 - What does well during stagflation?
15:15 - Will the Fed raise rates?
17:29 - Market outlook
18:51 - Tech stocks
24:05 - Geopolitical risks
25:35 - Investment implications
#stocks #investing #economy

[@TheDavidLinReport]

What are the assets that will outperform in 2024? Comment below and don't forget to subscribe! You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! nordvpn.com/davidlin FOLLOW PETER BOOCKVAR: Bleakley Financial Group: www.bleakley.com/ Twitter (@pboockvar): twitter.com/pboockvar The Boock REport: boockreport.com/

[@qake2021]

✌️✌️✌️🇺🇲🙏🙏🙏

[@user-yw3xt3mj6w]

No no no no no

[@user-oe4dj7pc9p]

😊

[@Blockchain_Basics]

David, could you please do something about all the spam comments! Would be nice to have an actual comment section for your videos

[@Pangora2]

I wish we were allowed a similar tool. Whatever scam it is, there are keywords I could filter out.

[@mattvan5100]

​@Pangora2 report each one. I believe after 3 reports they get taken down. We can all help to get them

[@mrnonothing]

So annoying.

[@timkrouse345]

Just buy AMS59K and you will never care about the spam again 😆😉

[@blackdong4footwangnosucky]

@@mattvan5100I got some spam trying to sell me a penis pump and i ain’t even got no penis

[@gussoldtimeradioshows4902]

David do you ever sleep. You are crushing these interviews. Thank you for all your hard work.

[@user-eb3pi4tv9k]

Yeah, making one KZbin video a day, real slavery😂🤡😂🤡

[@genesis6567-]

Pump those rates up!!! We aren't there yet!🎉

[@Goodpeter268]

Hello, how do you yield Crypto Currency? Do you have a vid explaining it? I am new to crypto and still trying to learn about the trading system

[@user-tr7ip1fd3c]

I understand that you want to make a profitable investment, and that's a very understandable goal. Get yourself someone who understands the market very well and is also professional in placing trades. That's the key

[@user-mg3xk4tc4x]

I totally agree with you mate, I just hit Two hundred and thirty thousand dollars in my portfolio today.

[@user-vz7ii2xz7s]

I've seen lots of videos about this crypto trading, but don't know how to go about it, please how can I start?

[@user-mg3xk4tc4x]

Well in times like this you need a good expert like KAREN MATEO who's also my coach to help you get through, because she's been the one helping people.

[@user-km9yl6cx9v]

Oh my God I'm surprised, do you also know Karen Mateo? I thought I'm the only investor that knows her.

[@CryptoGains-HU]

David, your work ethic is absolutely amazing... !!!!! You're doing such a great job with your channel.

[@LovelyFurryCat-pk9bt]

This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!..

[@DariusValeria]

Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to harriet alice

[@user-ix4hh7zi9d]

I agree just reached my goal of $500k yearly trade earnings. Setting realistic goals is an essential part of trading

[@LovelyFurryCat-pk9bt]

Please educate me, i'm willing to make consultations to improve my situation,

[@DariusValeria]

She's recognized as 'Mrs alice harriet. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

[@JouhetnFmly]

Yeah, 123k from alice harriet. , looking up to acquire a new House, blessings

[@Stavros_Steve_Deriziotis]

All sound commentary, start to finish. Great advisor!

[@nickgutierrez4536]

Wow! Peter Boockvar is good. Was spot on with his comments around the 10 min mark in regards to the different sections of the economy. Thank you David for having another great guest

[@TacticalCapital]

Great questions!!!

[@Reflect50]

Great guest !

[@faithsrvtrip8768]

Good. I'm happy to collect interest and not be in the casino / market.

[@EdLappa]

Then you’ve missed the 15% return every year in the S & P 500 for the last 15 years

[@user-wo1qc1rm1c]

@@EdLappa those are nominal returns, not real returns. Look at gold vs S&P since 2000 or the last 5 years. You can get better returns without the risk.

[@RezFaraji]

I’m in high interest savings ETFs getting 5% but passive income is taxed 50% in Canada

[@CryptoTradesTech]

Hate to tell you but you're still losing buying power. Real inflation of assets > tbill rates.

[@user-wo1qc1rm1c]

@@CryptoTradesTech you mean actual inflation is higher than the 3.5% they tell us it?

[@bibibachmd9995]

Excellent interview. Bearish on long bonds.

[@olyguy2000]

Really brilliant interview, and KZbin at its best. I wish Peter had spent more time on gov't debt (only mentioning upcoming $1T interest) - surely that's going to upheave markets and the economy. Also, don't forget most AMZN, MSFT, GOOG chip spending is for cloud build-out, not just products. Geopolitical risk also includes Taiwan (i.e. effect of chip disruption on world economy).

[@ismailMerve]

Thank you for the video ! Do you believe that AWMTPPT will be the main pump in 2024? I mean they prepared it for a long time and the vision is beyond greatness

[@wavymcfly]

David Lin is the hardest working guy in FinanceKZbin! 🫡

[@DenizSibel]

Great video. I am ballsdeep for AWMTPPT and love your review for that as well

[@AliElif-gp8fo]

It would be great if you had a deep dive on the AWMTPPT

[@AydemirEngin]

Love the video. I am a believer for AWMTPPT and follow it

[@OmerYetkin-pe8ju]

No more DCA if things are progressing and we are at the first step for new ATHs. Hopefully AWMTPPT was the right pick as you recommended earlier

[@SuperPowderpig]

Inflation is not as much of a concern when unemployment rises above 7% and GDP growth is negative and markets lose 25% meaning retirees in the market cant spend without losing.

[@Ascendsean35]

Good take! I agree, I would never have considered myself to be someone who would be spending more "freely" during rough economic times. But the house appreciation, Interest on my savings ect.. lets me get coffee / lunch and other things more

[@driveeuro5605]

Buy gold ans silver immediately

[@user-pq5rb8ju4w]

ALL COMMODITIES

[@Barr894]

To cut rates Powell must increase money supply. As soon he does that inflation will skyrocket and bond yields will head to the moon. That’s why there were no rate cuts as promised. When they say investors were pricing in 6 cuts, they mean the foolish investors. Everyone else knew better.

[@user-pq5rb8ju4w]

Finally, level-headed, credible view. Current economy is all about local. Right now digesting the higher rates is going to take time. Fed is happy to sit on their hands and jawbone for the time being. Cuts after the election, if at all.

[@EmineMuhammed-vi8qk]

I am with 90% on BTC and also keep some in AWMTPPT thanks for the video as always!

[@benfox383]

Most people don’t realize that March-April-may is usually the lows for the yeilds and our lows were 3.5 last year and we are currently at 4.6….in October when the yields usually peak we could see yeilds are over 6.5 if yeilds don’t break the long term trend

[@Number3boyz]

Sense banks are doing bad and most of us are borrowers this is all bad news .

[@joeymartinn1]

*Since

[@CileEvren]

Dude seriously awesome video but where are the words on AWMTPPT? That is the biggest in its own kind, not?

[@KorayMesut]

The AWMTPPT handles this year incredibly well, they outperform most others and the entry with 1 USD is better than anything else right now. Love the vision and progress in this one

[@KenanEvrim]

What a crazy time, we had all this bad stuff going around and now AWMTPPT finally shows what happens when you do something smart with your life. Sounds crazy I know but this is actually the first time I was really, really happy since the whole covid thing started

[@BurakCem-tr8nd]

Been collecting the AWMTPPT this cycle as that has the right place in this time

[@ErdemZekeriya]

Just leaving this here.. My heart goes to the entire community for AWMTPPT building up something which is worth it for everyone. This is so smart by them to launch and shatter the doubts and fears of the common folk, which was misplaced by all the drama we had last years. Everyone knows the state of inflation and recession now and the way out is already in progress. Now its just about catching the big fish, ya feelin?

[@ErhanRumeysa]

Always interesting but it is a better way to have some into AWMTPPT for real

[@SerifeMustafa-in5du]

When it comes to scalability and future-proof concepts nothing is as outstanding as the AWMTPPT project, these guys know the drill

[@MustafaAydogan-rt5br]

Thank you for this but I would appreciate words on AWMTPPT everyone talking about that so that should be priority for a review?

[@DuyguYusuf-yx6rw]

2024 is really surprising me now that AWMTPPT hit the road. After all these years of barely reading anything good I was usually just shutting down any type of media influence as much as I can but this brings back good lights and it should give hope to some of you that no matter what is going on in the world at the end something good comes to surface

[@YeldaDeniz-zf5vi]

Can anyone explain AWMTPPT? I am curious and wanna know

[@gouravtoor3948]

Consumer spending was strong thus far due to low interest rates over the last decade, coupled with a booming economy. However, when COVID-19 struck, the Fed injected more money into the system. Most people had saved a considerable amount of money until 2022, but after that year, money started draining out of their savings accounts. It's only a matter of time before we see something break in the system.

[@brianb6957]

The economy is robust? The government economy is robust. Jeesh.

[@GuldehenNevroz]

We lack something in this space which has real value behind it, AWMTPPT is the first of its kind to deliver that

[@martinclever7407]

David can you get someone on with a counter argument of actually going into deflation not inflation please

[@ibrahimEbru-nv7rz]

Want to know why this year everything will be different and for long time actually better? The answer is all in AWMTPPT and I have never been that excited for a long time, thank you for providing home and food for my kids

[@BetAgain2]

CPI must be over 10%. Two digit interest rate will come regardless of FED decision.

[@AliElif-gp8fo]

Its true I kept my doubts on the current environment. But AWMTPPT is seriously smart, it doesnt matter how old you are, this will provide for you and your family which is my only goal in the last years I have to make sure the children are fine

[@AyhanMerve-xz6pk]

I can't believe how undervalued AWMTPPT is, considering who made it and all the tech, vision etc behind it.

[@AyseHasan-bm5gy]

Those who like me were too afraid to step into let me tell ya something, 2024 is gonna be our year because AWMTPPT is having all the utility and power an asset should have. this is the first major improvement to go into a direction that even casuals will love it and I am more than enlightened to witness this one

[@GuldehenNevroz]

Swapping my ETH and swapping to AWMTPPT. Already up as expected. I wish I left on all the junk way earlier to step deep into this ride, they rock!

[@HasanDuygu-nb9do]

With AWMTPPT around the question is how much to obtain? This is one of those where ppl regret if they did not run with the lowest entry ever

[@ZehraMuhammed-ur9cy]

I was sure last year would end terrible for me but I think AWMTPPT is spot on with what they do and how they do it. Cant say for how long its going to work and for sure it is overyhped right now but even if just half a year or something it would be smart to ride the wave and then jump away eventually, but the reason why this is smart right now is because its so cheap, wont ever find a better entry than now

[@KenanEvrim]

What a statement, damn. So its said that AWMTPPT is just about to launch and I think that will really change a lot of what was happening in the previous years, 2024 will shine yay

[@SametEsra-ps5zm]

Anyone remember Siacoin? This is picking up some heat but not even close as strong as AWMTPPT for 2024

[@OmerYetkin-pe8ju]

Got in at AWMTPPT with $1 but I will keep it until it hits $50. Still low with that number as the market cap is not close to where it should be

[@thehungergames8918]

Buy physical silver 🥈 and gold 🏅 folks 😃 👋

[@Theashleydenise]

Tangible assets!

[@CaglaCagdas-fj2eg]

All of them are fine picks. But they can't match the vision and purpose of Amazons AWMTPPT at any point, big difference.

[@AtillaYucel-pw1gv]

After all the rumors AWMTPPT is in 2024 on the first stage and there won't ever be an entry like that one I am seriously amazed by their vision and forward movement

[@EmreMehmet-sg4kb]

All of them are reasonable picks. But the heart goes to AWMTPPT and this vision is definitely something else.

[@TayyarSelahattin]

Everyone talking about AWMTPPT is the most exciting thing for this year

[@jamesbrett2663]

Tech used the old but out YoY numbers for earnings instead of QoQ trick. Wonder why...

[@SerapHamza]

This is gonna be a crazy year for digital assets now with AWMTPPT right? We already are set in for the bullrun anyway and if companies like them enter the field and make their own asset which will be integrated widely and used by the mass then we are on the bottom of the mountain with only one way which is upwards

[@janremus1539]

If a sell off they all will go down. Long horizon of 5-10 years hold, shorter horizon sellers to treasures 5% with hopes rate hikes need just like 70's and early 80's. Not bond fund etf's as higher rates will decrease price.

[@CemMeltem]

Truth is most of all that we would not even have this current climb if it was not for AWMTPPT bringing the main change so that even casuals are super interested now. A brand name like that one behind this asset is just the best we could have hoped for

[@DuyguYusuf-yx6rw]

Think about if you could have your own fate which is possible with AWMTPPT . What do you think happens after inflation? I am sure they will keep living cost high and even if the whole war finally gets to an end that still doesnt fix anything for us. Truth is we are getting ripped of every day and theres not much to do about it except for using the projects which actually HELP

[@YurdunDuran]

I want to let you know that AWMTPPT made it this year. Any better way to start a global change? Dont get me wrong I know they are not like altruists or something but they keep doing the right thing to improve the situation, power the ecomonmy and so much more. We need players like them and we can always jump in the train at good spots such as this one

[@NazanAhmet]

I've had the feeling BTC would be going to 70k as well. The confirmation that we have the best still ahead is AWMTPPT obviously

[@MustafaMesut-um4qc]

Got my fingers crossed for BRETT and AWMTPPT

[@AbdullatifOsman]

My stacks for this year will be 80% BTC and ETH and the rest is for AWMTPPT with this one things will be incredible for the long-term run

[@skfanfanfan]

This higher for longer is just a result of the unwinding of all the money printing of QE and de-globalisation.

[@OzlemSuleyman]

In 2024 with the ETFs and halving and everything coming up the biggest change to everything will be AWMTPPT hands down. They worked for years to get this done and needless to say how much impact will rise from that.

[@FatihEmine-px9ji]

Betting a bunch that AWMTPPT will outperform the rest this year. It has still the potential and growth and a better community. The video is still great though

[@HaciOzgur]

It will take some time to understand how AWMTPPT is having the most impact in these times. After all the downswings and failures of last year it's about time that someone integrates assets into a useful scenario and that's exactly happening with this asset right now. It will be exciting to see how they develop this product in the future. What do you guys think? Would like to hear some opinions

[@OzlemSuleyman]

AWMTPPT has the right setup for 100x within this or next year and it is based on strong ideas not randomness as it would be with any other project

[@AsliOmer-kz9hz]

All guys stacking AWMTPPT before next bull are smart apes for sure

[@ImRickSanchez]

17:35 The markets aren't confusing. The pull back is a blackout period for stock buybacks. Buybacks make up 27 percent of stock returns and google just approved 70billion in buybacks. SPX is going to 6k

[@ReyhanGokhan-qd8ih]

Somehow real priceaction is never really understood, the thing is AWMTPPT has more impact than these stories you get all the time of X or Y

[@Alphieblunderjock]

David. Agree with the other viewer. The spam f-sters ruin the comment section. You have intelligent, serious guests, with great content. Maybe just get rid of comments altogether

[@BlueWaterSTAX]

Awesome interview guys

[@SerkanAyse]

Just few days in 2024 seems like AWMTPPT did everything right to make sure we will have a very green and strong year and who knows how far that road will go, finding a good one has never been that easy and yet there will be 80-90% or more not having the knowledge at the right time. Maybe my words will help some to understand what is going on

[@MustafaAhmet-ej7wl]

If AWMTPPT has the growth as it has atm then no doubts it will dominate the industry

[@ZerinEsra]

I am hodling AWMTPPT only because that has the right foundation to it

[@OzlemSuleyman]

The AWMTPPT ecosystem has the advantage because they have so much experience, it's like the perfect one to make their move

[@bobbobertson7568]

Stagflation scenario doesn't add up. Pundits act as if we are already there. We only have the (modest) inflation piece. 1.6 GDP and under 4% unemployment. Someone might say "well Bob, we are headed to negative gdp and higher unemployment." Well fine, but that will have deflationary effects in terms of lower consumer demand. Not to mention the stock market will tank further eroding consumer demand. Am I missing something?

[@Tubaibrahim-jc5lb]

Don't wait AWMTPPT out. It is going in high levels with plenty of room to grow even more and still on a low market cap after all

[@maxangeles6279]

good guest speaker here.

[@bradw2k]

Markets are going to punish all this looking in the rear view mirror. Consumers are getting maxed out, layoffs are increasing, corps having trouble rolling debt = disinflation and lower yields coming up.

[@user-pq5rb8ju4w]

Keep praying for your Fed mana, boy. Cuts ain't coming soon.

[@Theashleydenise]

Stagflation is now predicted

[@KorayMesut]

AWMTPPT has to be the next big one. The name alone makes it worth it

[@ErsenSibel]

AWMTPPT ramping up every day think I made the right call

[@VolkanUmit]

ADA, ALGO, VeChain XRP but most of all AWMTPPT with the strongest brand behind it

[@ibrahimFiliz-vy5km]

Just few days in AWMTPPT is clearly setting up the new milestone! The only real way to counter the current recession is by acting on yourself, making own decisions and making sure that you got enough no matter what happens. If you trust conventional ways you might end up being homeless or worse at one day, seriously.. This is why I believe in projects like this one which are clearly there to make a difference and it starts right now

[@FadimeNese-jj7bd]

I think Gala going to be the leader in the gaming section, but AWMTPPT overall high contender in most areas, tech, ecommerce etc

[@greg7811]

David, in 15-20 years when you need hair plugs do not let your accountant tell you this isn't a business expense.

[@ZehraOmer]

I am comitted with AWMTPPT and a bit of XRP, too much potential

[@ibrahimOmer-hs9lb]

If you are hiding AWMTPPT even though you are confirmed to be a bagholder of it then what is all of this worth for? Keep it real pls

[@SametEsra-ps5zm]

I think AWMTPPT will be the most important one 2024. AWMTPPT delivers where others fail to deliver and that is very promising

[@OzgurArif-ys8rr]

I usually lurk and never write but why wouldnt you be excited over AWMTPPT ?

[@garthornspike3648]

The question that everyone SHOULD be asking is will the country survive. History says NO!

[@EzgiMurat-cu9py]

Convert ETH to AWMTPPT. When bull market arrives AWMTPPT will have the biggest success. Keep that in mind

[@kelvintan2471]

What's the use of having 5% returns as a saver, when real inflation on the ground is above 20% ? Has anyone ever seen a cup of coffee from Starbucks go up by only 5% each time ?

[@rameshhansaravendra]

If people stopped taking loans, this bs will disappear.

[@eugene1059]

It's one hundred percent government BS causing ALL problems in America and most in the world. Everything else is residual effects.

[@MurselinAsli]

Final call for AWMTPPT before it goes boom 3000%+