The Boock Report Live

Peter Boockvar
  • 5.0 (3)
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Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. The Boock Report provides summaries and commentary on the macro data and news that matters, with analysis of what it all means and how it fits together. The podcast includes market analysis and interviews with top CEOs and Founders across multiple important industries.

Episodes

  1. 03/10/2023

    Roundtable: Peter and Yra Harris / Interview: Jay Bray, Mr. Cooper

    In my new podcast I welcome Yra Harris, trader and former Board Member of the Chicago Mercantile Exchange. We dive right into the current news cycle with what's going on at Silicon Valley Bank. Whether the stress from higher rates is isolated to a few banks or is it a warning sign for the entire economy? And, are bank runs enough to scare the FOMC into a pause? We also look overseas at Japan, and Kuroda's swan song, any opportunities there, as well as the relative strength of European stocks. I then sit down with Jay Bray, Chairman and CEO of the Mr. Cooper Group. Mr. Cooper is one of the largest home loan servicers in the country. Jay has more than 25 years of experience in the mortgage servicing and originations industry and has seen a lot. We discuss the current conditions of housing, mortgages, and services, and how today compares to previous moments when we saw demand cool. We also discuss the particulars of Mr. Cooper's positioning in the industry.

    52 min

  2. 02/22/2023

    Roundtable: Peter, Doug Kass and Michael Lewitt / Interview: Jason Wild of TerrAscend

    Peter welcomes Doug Kass, founder of Seabreeze Partners (and TheStreet contributor) and Michael Lewitt, editor of The Credit Strategist to discuss the potentially understated inflation rates, the FOMC's next moves, and how the world adjusts to a higher rate environment. They dive into their own investment views in this new environment and what is moving markets now, and what's the next chapter of this story. Peter then sits down with Jason Wild, Executive Chairman of TerrAscend, a leading North American cannabis operator. The interview covers Jason's entry into the business, the maturation of the industry he's seen since the early days of legalization and what's next. They also discuss the state-by-state regulation navigation and the opportunities ahead. Finally, the interview touches on consumer behavior changes and how that plays out in cannabis.

    59 min
  • 2 Episodes

Ratings & Reviews

5
out of 5
3 Ratings

About

Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. The Boock Report provides summaries and commentary on the macro data and news that matters, with analysis of what it all means and how it fits together. The podcast includes market analysis and interviews with top CEOs and Founders across multiple important industries.

Information

  • Creator
    Peter Boockvar
  • Years Active
    2K
  • Episodes
    2

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