When Market Ebullience Meets A Left Hook: DB- Dec21, 2020

When Market Ebullience Meets A Left Hook: DB- Dec21, 2020

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision editor Jack Farley to break down his market outlook as stimulus talks draw to a close and an alarming new strain of COVID-19 spreads throughout the United Kingdom. Boockvar makes his case for why inflation will continue to rise alongside nominal yields in 2021, and he explains why this macro outlook leads him to look favorably upon commodities and value stocks that trade at significantly low price/earnings multiples since he expects multiples to compress across the equity landscape as nominal yields rise. Boockvar gives a strategic update on the state of the Fed's QE programs and argues that the expiration of the Fed's emergency lending programs is not unwelcome and, in fact, is overdue. Lastly, Boockvar shares with Farley several stocks on his radar, such as CVS Health Corp ($CVS) and Walgreens Boots Alliance Inc ($WBA) as well as evaluates their future business prospect. In the intro, Real Vision’s Haley Draznin monitors the markets as stimulus relief package passes in the US and a new strain of the coronavirus emerged in England, prompting fresh travel restrictions across Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The Rally Nobody Believes In | Macro Mondays: April 27, 2026

The Rally Nobody Believes In | Macro Mondays: April 27, 2026

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Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026

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How REKT Drinks Runs On AI | Trading the Markets with AI, April 22, 2026

Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it in their approach to markets. This week, they ...

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Oil Risk Returns, but Do Markets Even Care?

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As the ceasefire between the U.S. and Iran falters, bringing oil flows back under pressure, Andreas Steno Larsen and Mikkel Rosenvold break down the geopolitical fallout, from jet fuel shortages to sh...

20 Apr 32min

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This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Spencer, CEO of Orange Cap Games, to discuss the biggest narratives and themes driving cryptocurrencies, macro and AI right...

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New Survey Reveals Growing Problem With AI | Trading the Markets With AI, April 15, 2026

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Real Vision contributor Kris Bullock and Bijan Maleki are back with their weekly look at the biggest news stories about AI and how traders can utilize it. Through enhanced research, coding apps, dashb...

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Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

Iran Talks Collapse: A New Surge in Inflation? | Macro Mondays: April 13, 2026

Geopolitics is still in focus after failed talks between the U.S. and Iran in Pakistan over the weekend and President Donald Trump's threat of a blockade of the Strait of Hormuz from today. Andreas St...

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Raoul Gives an Update on Crypto, Macro, AI | REKT Vision, April 10, 2026

Raoul Gives an Update on Crypto, Macro, AI | REKT Vision, April 10, 2026

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Raoul Pal for his highly anticipated update on the business cycle, macroeconomic conditions, crypto price action, AI's brea...

10 Apr 1h 4min

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