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#051 Peter Boockvar On The 'Death By A Thousand Cuts' Economy
Peter Boockvar (@pboockvar), Chief Investment Officer of Bleakley Financial Group and author of macro newsletter The Boock Report, joins Julia on episode 51 for a wide-ranging conversation on macroeconomics.
In this episode, Boockvar makes a case that investors need to get accustomed to a slower rate of growth in this new interest rate environment where rates will stay higher for longer. As Boockvar puts it, it’s a “death by a thousand cuts” economy.
The conversation touched on the housing market, the Federal Reserve, earnings, layoffs, China’s reopening, inflation, and much more.
0:00 Intro…
The skinny
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