The Fed's Smoke and Mirrors - Weekly Wrap Up
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With Craig taking a much-needed break, Sprott Money’s Kam Hesari welcomes first time guest Peter Boockvar, Chief Investment Officer of Bleakley Advisory Group and Editor of The Boock Report. Listen in as they chat about what to expect in the coming months and how handcuffed the FED is to control it.
In this edition of the Weekly Wrap-Up, you’ll hear:
- Is the Global Tax Agreement really viable?
- The signs of stagflation and underestimated inflation.
- What happens when the U.S. stimulus runs out in September?
- Plus: Which sectors are hot and what sector is not?
“I’m still pretty bullish on energy stocks. I think there is just going to be a multi-year lack of investment that is going to manifest itself into ever higher prices, and a lot of energy stocks are trading below where they were in February 2020. I still think that agriculture has more legs to the bull market. There is still a lot of doubt about that, but I find fertilizer stocks pretty attractive. Obviously very bullish on gold and silver, particularly the miners….” Peter Boockhar, Weekly Wrap Up – 7.15.2021
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