OnePoint BFG's Chief Investment Officer joins Danny Moses on On The Tape for a wide-ranging conversation on the forces reshaping markets.
Peter Boockvar sits down with host Danny Moses on On The Tape to cover the questions investors are actually asking right now:
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Why did bond yields finally start mattering to equity markets again?
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What's driving the AI trade, and how long can it last?
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And as China moves fast in EVs, robotics, semiconductors, and artificial intelligence, what does that mean for U.S. tech dominance?
Peter and Danny work through all of it, plus the Fed's rate path, housing affordability, rising unemployment risk, and a rapid-fire round of market odds via Kalshi event contracts.
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Peter Boockvar is solely an investment advisor representative and a lead portfolio manager of OnePoint BFG Wealth Partners, a registered investment adviser. Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The market and economic data is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information in this report has been prepared from data believed to be reliable, but no representation is being made as to its accuracy and completeness.
OnePoint BFG often uses Artificial Intelligence (“AI”) int he generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination.
Nothing in this material should be construed as investment advice offered by OnePoint BFG Wealth Partners or Peter Boockvar. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction or investment strategy. No chart, graph, or other figure provided should be used to determine which securities to buy, sell, or hold. No representation is made concerning the appropriateness of any particular investment, security, portfolio of securities, transaction or investment strategy. You should speak with your own financial professional before making any investment decisions.
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