Peter Boockvar on The Fed, Volatility, Valuations and 2025 Market Shifts

Dan Nathan and Danny Moses are joined by Peter Boockvar from the Bleakley Financial Group. The trio delves into recent market volatility following the Federal Reserve's latest meeting. Peter Boockvar shares his insights on market reactions in both the stock and bond markets, discussing key factors such as positioning and sentiment. They explore the Fed's influence on market expectations and the broader economic outlook, touching on subjects like inflation, debt ceilings, and the impact of AI on the tech sector. Boockvar also provides contrarian views and investment picks for 2025, emphasizing the importance of quality over speculative investments.

Timecodes
0:00 - Fed Guidance Reaction
17:05 - Semi Land
26:25 - Passive vs Active
29:00 - 2022 Redux
35:15 - Gold
39:10 - 2025 Ideas

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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