Peter Boockvar warns that while markets look great, economic growth doesn’t

In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… he believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we're "knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and forget” it are passed and active portfolio management is the future as traditional S&P 500 returns are unlikely to be repeatable in the coming decade. Takeaways:Why Peter Is Concerned About TariffsWhy The Mag 7 Is Now The Mag 3.5International Equities Will Have Upside For YearsWhy Peter Believes We’re In A Bond Bear MarketThe Commodities Peter Thinks Have Upside Now Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Want Peter and Bleakley to review your portfolio? Go to wealthion.com/free, fill out the form, and ask Bleakley Financial :00 Tariffs and Taxes — Why Even a 10% Tariff is Troublesome3:50 Doing the Math on Tariffs & Growth5:00 Valuations & Risk, Retail vs Institutional Investors & Buying the Dip7:45 The Mag 7 Trade Has Turned into 3 and a Half10:40 The Upside to Investing Outside the U.S.16:39 Proof The U.S. Dollar Is Losing It’s Reserve Currency Status And The Effects on Treasuries27:46 The Sectors Peter is Watching-OIL31:15 Hard Assets-Silver32:35 Hard Assets-Uranium35:45 Hard Assets-Real Estate and Peter’s Picks42:45 What Peter’s Worried About and What He Thinks Works44:06 Recession Is Knocking On The U.S.’s DoorConnect with us online: Website: https://www.wealthion.comX: https://www.x.com/wealthionInstagram: https://www.instagram.com/wealthionofficial/LinkedIn: https://www.linkedin.com/company/wealthion/ Learn more about your ad choices. Visit megaphone.fm/adchoices