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Episode 19: Is the Mag 7 Trade Over? With Peter Boockvar
Season 2 Episode 19
The dominance of the Mag 7 could be coming to end, says Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and author of The Boock Report. Peter joins Maggie Lake on Talking Markets to discuss the regime change in global stock markets, why the Hang Seng is "running away from" the S&P so far this year, and why European stock market performance may not be a flash in the pan. Also up for discussion: "stagflation" in Europe, what the latest economic data is telling us, and the outlook for bonds.For more of Peter's work, read The Boock Report here: https://peterboockvar.substack.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Twitter: https://x.com/maggielakeConnect with me on Substack: https://maggielake.substack.com
Chapters
00:00 Market Overview and the MAG7 Trade
06:53 Nvidia's Future and AI Spending Dynamics
14:02 Economic Outlook and Consumer Spending
20:46 Global Market Opportunities and Risks
27:50 European Economic Challenges and Prospects
34:48 Conclusion: Navigating Market Uncertainties
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Published on 9 months, 3 weeks ago