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The Global Investing Playbook Has Changed — Peter Boockvar Warns What’s Ahead
Season 2
In this episode of Discourse with Christian, host Christian White sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack. Boockvar shares sharp insights on the current state of the global economy, market leadership shifts, and why the traditional investing playbook may no longer apply.He covers:Why the U.S. economy appears increasingly unevenThe weakening dollar and declining foreign demand for TreasuriesGlobal capital flow shifts toward Asia and international equitiesThe impact of tariffs, Fed policy, and slowing job growthWhat retail and institutional investors may be missingBoockvar also discusses potential fiscal policy changes under a new Trump administration, long-term risks to U.S. market dominance, and where investors should look next in a multipolar financial world.
Published on 6 months, 2 weeks ago