Today’s Wall Street Has Never Experienced Investing Like This
We’re back after SIC with the Global Macro Update video series. Today Ed D’Agostino sits down with Peter Boockvar, chief investment officer and portfolio manager for Bleakley Advisory Group.
In this episode of Global Macro Update, Peter discussed how many investors have never lived through an investing environment like today’s and why that matters… how what happens at the ECB affects the US Fed and vice versa… the unique challenges facing central banks in combating inflation… and more.
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Global Macro Update interviews with leading experts dig deep on the most urgent and timely stories you need to know about.
In this latest edition, Ed and Peter also discussed:
- Why most people on Wall Street are too young to remember an investing environment like this and how that ultimately influences central bank policy…
- How what’s happening in Europe affects the Fed and vice versa…
- What a sudden change in China’s zero-COVID policy could mean to world commodity markets…
- Why time horizons and rethinking value are especially important in today’s investing environment as we seek to avoid permanent loss of capital…
- Why the rising cost of capital will cause companies to focus more on their balance sheets and protecting profit margins…
We look forward to bringing you more Global Macro Update interviews in the weeks ahead.
Thanks for reading.
Sincerely,
John Mauldin
Co-founder, Mauldin Economics
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