Weekend Show – Peter Boockvar & Marc Chandler: Market & Economic Impacts From The War In The Middle East
As geopolitical tensions in the Middle East persist, the global economy is grappling with more than just volatile oil prices. This week’s show brings together Peter Boockvar (CIO, OnePoint BFG Wealth Partners) and Marc Chandler (Managing Partner, Bannockburn Global Forex) to dissect the deeper structural shifts – from the “parabolic” move in gold and the cooling AI trade to the looming shadow of the un-stress-tested private credit market.
- Segment 1 & 2 – Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of the Boock Report on Substack, analyzes the long-term economic consequences of the Middle East conflict. He discusses the persistence of inflation driven by elevated commodity and energy prices, the “stagflationary” risks of modest growth paired with high costs, and significant shifts in global markets, including the waning momentum of AI tech stocks and the increasing appeal of gold as a reserve asset.
- Click here to follow Peter at The Boock Report – https://peterboockvar.substack.com/
- Segment 3 & 4 – Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, discusses the economic shifts and market volatility resulting from the ongoing Middle East conflict. He examines how fluctuating energy prices and supply chain vulnerabilities are influencing global central bank policies, interest rates, and currency trends, while also addressing recent shifts in gold and treasury holdings.
- Click here to visit Marc’s site – Marc To Market – https://www.marctomarket.com/
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This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
I have been looking at a small cap CDN junior on The TSX.V off and on for over one month and a half. I have done my Due Diligence. I am planning on accumulating some shares starting Monday morning. I will tell you why?
1) it is in the energy field
2) it has a market cap of $41 million CDN
3) it has a very strong uptick in volume over the last 18 trading days, so I believe it is under accumulation by managed money. The average volume per day over these last 18 days is 3.7 million shares. The share price has stayed in a trading range because managed money buys and sells until they fill their quota.
4) they are discussing a Nasdaq listing!
5) if I am wrong and the stock fizzles out on lower volume I will immediately sell, but if it pops I will instantly buy more.
6) if you want to make dollars and not pennies you must go where the market leads you and that is indicated by volume. The markets are a gamble but if you don’t have a trading pattern you will lose at this game. Always use stops or trailing stops to conserve your capital.
7) this stock is currently selling for under 20 cents CDN, it is risky but I like risk because if you are right you can score BIG! DT
It’s all about oil, all the way back to Pearl Harbor.
@meghanmacqueen5157
17 hours ago
I wish Mr. McGovern was allowed to speak about the girls murdered in the strike on the Minab girls’ school. I saw a podcaster interview 3 families whose loved ones were killed in that strike. No one from American “intelligence,” the American government, or even the UN has spoken with them or asked questions–nothing. One man lost FIVE members of his family. Can you imagine? First, dealing with the grief; then, dealing with the blatant lack of respect from a country who clearly finds no value in the lives of their dead family members… Some parents are sleeping on the graves of their dead children.
SHAME on those responsible for this crime and for those treating it like it doesn’t matter.
438
@WayneGreen-g8l
16 hours ago
That school was marked as such even on Google maps. It was clearly demarcated as a school on maps, local directories, and there would be copious witnesses of children going to school, parents, teachers, etc. There’s no way it was an accident. It was an intentional act of terrorism to demoralize the Iranian people and take the fight out of them. It caused the opposite.
-Based on weekly readings with Williams Pinch/Paunch indicator. oil price topped.
-S&P bottomed, April till July will be good months for growth stocks (My favorites Boeing, Amzn, Meta, MSFT)
-Industrial metal stocks will go up
-Gold and Silver stocks will rise (AG, Barrick, NEM, HL, WPM)
-Space exploration stocks are going to be hott.
This is good news for the investors that own physical Silver and JP Morgan and Jane Street are behind it, instead of shorting Silver in the paper Market JPM is buying massive quantities of the physical. WHY? Because they see systemic risk in the private credit market. Remember The Big Boys get all the data first because they are part of it. Enjoy this I believe it is a must listen. DT
Felix…. is a good watch…. been watching him for a couple of months….
Different spin on the markets…
Silver 15m,
Sold all my Santacruz shares this week
Was not happy with their Q4 numbers
AISC of $46 is way to high
It shows that they are not really a good silver play and depend to much on the Zinc price