Weekend Show - Peter Boockvar & Dana Lyons - Weakening US Economic Data and The Best Investment Opportunities

 

Welcome to The KE Report Weekend Show! On the show this week we balance out analysis on recent economic data with sector specific market moves and investment opportunities.

 

• Segment 1 and 2 - Peter Boockvar, Chief Investment Officer Bleakley Financial Group and Editor of The Boock Report on Substack kicks off the show with Peter sharing his insights into the current state of the economy, discussing key indicators, consumer behavior, and the potential impacts of anticipated Fed rate cuts. We explore equity market performance, AI investments, and his outlook for gold miners.

• Click here to follow Peter at The Boock Report. 

• Segment 3 and 4 - Dana Lyons, Fund Manager and Editor of The Lyons Share Pro wraps up the show strictlying looking at the markets. We discuss market reactions to recent lower-than-expected inflation data and the performance of lagging sectors like small caps. Dana also provides insights into the bond market, sector performance in utilities and REITs, and the strong showing of precious metals. We wrap up with a look at the latest trends in Bitcoin and Ethereum

• Click here to visit the Lyons share Pro website and learn more about Dana’s investment services.