Episode Details
| Title | Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle |
|---|---|
| Date | 7/15/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $Commodities - Focused on commodities, particularly precious metals, energy stocks, oil, natural gas, uranium, and copper.
- “I am focused on other things, other things being commodities, for example, and being long precious metals, energy stocks, very bullish on oil and natural gas prices, uranium, copper.” - Peter (0:00)
- 🟢 $Agriculture - 🔒
- 🟢 $Russell 2000 - 🔒
- 🟢 $MCW - 🔒
- 🟢 $MNRO - 🔒
- 🟢 $BV - 🔒
- 🟢 $Asian Markets - 🔒
- 🟢 $Japanese Stocks - 🔒
- 🟢 $JPY - 🔒
- 🟢 $HSI - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $Chinese Stocks - 🔒
- 🟢 $BX - 🔒
- 🟢 $Private Credit - 🔒
- 🟢 $AAPL - 🔒
- 🟢 $MSFT - 🔒
- 🟢 $AMZN - 🔒
- 🟢 $DAL - 🔒
- 🟢 $SBUX - 🔒
- 🟢 $MCD - 🔒
- 🟢 $PEP - 🔒
- 🟢 $CAG - 🔒
- 🟢 $CASY - 🔒
- 🟢 $WMT - 🔒
- 🟢 $FAST - 🔒
- 🟢 $MSM - 🔒
- 🟢 $HELE - 🔒
- 🟢 $KRUS - 🔒