Weekend Show – Peter Boockvar and Dana Lyons – Making Sense Of All The Recession Talk And How To Invest In These Flat Markets
Welcome to the Weekend Edition of The KE Report. May is off to a much more interesting start than all of April, however at the end of the end of the week we didn’t see huge market moves. Most markets are still grinding sideways in tight ranges close to either highs or lows for the year.
With all the talk about recession in the second half of the year and the market pricing in 4 Fed rate cuts by January we take a more level headed look on what would need to happen for this to be true. Everyone can be right on the recession call but carrying it over to markets can have very different outcomes.
Please keep in touch with Shad and I through email. We love hearing what you all think of the markets and companies we featured throughout the week. Our email addresses are Fleck@kereport.com and Shad@kereport.com.
- Segment 1 and 2 – Peter Boockvar, Chief Investment Officer at Bleakly Financial Group and Editor of The Boock Report kicks off the show with a discussion on the data playing into recession calls and how recessions can be very different in nature. We discuss everything from inflation outlooks, job data, banking issues, earnings season and the debt ceiling.
- Segment 3 and 4 – Dana Lyons, Fund Manager and Editor of The Lyons Share wraps up the show by sharing his trading strategies for the US banking sector, US markets, gold and gold stocks and cryptos.