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This week I had a great market brainstorming call with my friend Peter Boockvar. We took a hard look at the numbers, discussed the real story behind the bubble we're in right now, and tossed around some profit recommendations. I opened up the line for 500 Zenith Trading Circle members to listen in, and we took questions live.
If you're not familiar with Peter, he's one of the smartest people I know. He's a trained economist, Chief Market Analyst with The Lindsey Group, and editor of The Boock Report. I read Peter's analysis every day and forward it to my editors, and I highly recommend it.
Of course, I can't release the full transcript of our call – that's reserved for Zenith subscribers. If you're a member, you can click here now to read the whole thing, including our live answers to audience questions (and I'll have the recording up soon).
But I was able to preserve quite a lot of the discussion for Sure Money readers – including several very interesting recommendations.
Here's your transcript.
Subscriptions Available: If you like what you hear from Peter, I encourage you to subscribe to The Boock Report for daily access to the same market analysis and recommendations I read every day. It is a fantastic resource. Go to https://boockreport.com/become-a-member/ and enter code MONEYMAP25 for $25 off a Personal subscription or MONEYMAP50 for $50 off Professional. To be clear, I don't get anything out of recommending him – I just know you'll enjoy it.
EXCERPT: Conference Call Transcript with Peter Boockvar and Michael Lewitt
Date: Wednesday, Feb. 8, 2017
Conference Time: 1:00 p.m. EST
Operator: Ladies and gentlemen, please stand by, we are about to begin. Good day and welcome to the Zenith Trading Circle conference call. Today's conference is being recorded. At this time, I would like to turn the conference over to Michael Lewitt. Please go ahead, sir.
Michael Lewitt: Good afternoon. Welcome everybody. Thank you for joining us. I'm pleased to have this opportunity to speak with everybody and to be joined by my very good friend, Peter Boockvar. I've known Peter for a very long time. Peter is one of the most respected economists and strategists on Wall Street. I've known him going back a lot of years and I think at this point what I would like to do is let him introduce himself. Tell everybody a little bit about himself and what he's done, and then he and I will just start sort of talking about the market. And at the end, I think we're going to open it up for questions. But for now, let me introduce Peter Boockvar. It's a real pleasure to have him on.
Peter Boockvar: Thanks Michael, appreciate having me on. So I am the Co-Chief Investment Officer of Boockmark Advisors, which is an asset management firm. And I'm also the author of a daily written work called the Boock Report, which includes my macro and econo…
About the Author
Prominent money manager. Has built top-ranked credit and hedge funds, managed billions for institutional and high-net-worth clients. 29-year career.