ep. 117

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Inflation Has Put The Fed In Handcuffs | Peter Boockvar

On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.”


Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation the number one enemy? To find out, you'll have to tune in!

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Referenced In The Show:

Bretton Woods III. https://static.bullionstar.com/blogs/...

"Russia, China new pipeline, to settle in euros": https://tinyurl.com/bd3hr69d

Saudi Arabia Considers Accepting Yuan: https://tinyurl.com/pb6keeh2

Ben S. Bernanke Article: https://tinyurl.com/2p968u9m

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Timestamps:

(00:00)・Introduction

(00:43)・Peter's Macro Outlook

(02:18)・The Bond Market Bubble

(09:40)・Unintended Consequences of Government Intervention

(15:57)・The Credit Cycle

(18:01)・Lack of Credibility In The Fed

(23:31)・Fireblocks Ad

(24:49)・The U.S Dollar

(29:40)・Zoltan Poszar: Bretton Woods III

(32:41)・Is The World Shifting Away From The Dollar?

(34:35)・The Role of Commodities Over The Next Decade

(36:24)・Equity Market Outlook

(40:56)・Will Powell Be Forced To Pivot?


Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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