| Want a transcript? Sign up for our free weekly e-letter and you’ll get a transcript every week, plus a summary and link to the video: https://www.mauldineconomics.com/go/JM499G/MEC This week, Ed D’Agostino talks to Peter Boockvar, CIO of Bleakley Financial Group, an $8 billion wealth management firm, and editor of The Boock Report. In this week’s edition, we discuss Peter’s economic outlook for 2023, including... • Will inflation eventually drop to pre-pandemic levels? • What are the investment implications now that the $16 trillion Chinese economy is reopening? • Why we’re in a “death by a thousand cuts” environment • Why a “mild and shallow recession” isn’t necessarily a good thing • Are tech stocks a buy yet? If you’re interested in reading more of Peter’s insightful commentary on the markets, Fed policy, interest rates, and unemployment stats, subscribe to “The Boock Report” here: https://boockreport.com/become-a-member/ ************ Video time stamps: 0:00 – Intro 1:58 – Where will inflation settle after a decline? 5:18 – Which asset classes will benefit most from China’s reopening after COVID 7:09 – Why interest rates will stay higher for longer 8:24 – Two of the main drivers of profit margin expansion 9:27 – Higher rates are great for savers—but there’s a caveat 13:07 – Will we have a disappointing earnings season? 15:30 – A “mild and shallow recession” is not necessarily a good thing 17:41 – Why many companies are sacrificing profit margins 21:46 – Is the worst over yet for tech companies? |
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