Weekend Show - Peter Boockvar & Marc Chandler - Is The U.S. Losing Its Edge? Why Global Markets Are Repricing U.S. Risk The KE Report podcast

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Weekend Show - Peter Boockvar & Marc Chandler - Is the U.S. Losing Its Edge? Why Global Markets Are Repricing U.S. Risk

1d ago 59:48

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This weekend we step back from the day-to-day market noise to look at the bigger picture shaping global markets and investment trends. From shifting supply chains to capital flight and tariff uncertainty, our guests break down the forces investors need to watch.

With economic risks rising and U.S. leadership being challenged, we explore where money is moving, what that means for commodities, and why diversification beyond U.S. equities is becoming more important than ever.

Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack, shares his broad macro outlook on U.S. markets, global supply chains, and shifting investment flows. He warns of growing economic risks driven by tariff uncertainty, weakening tech leadership, and fading foreign investment in U.S. assets, while highlighting gold’s rising safe haven status and broader opportunities emerging in undervalued commodities.
Click here to follow Peter at The Boock Report.

Segment 3 & 4 - Mark Chandler, Managing Partner at Bannockburn Global Forex and editor of the Mark to Market site, shares a macro outlook on deglobalization, capital flows, and the shifting role of the U.S. in the global economy. He outlines how reshoring and tariff policies are reshaping supply chains with limited job growth, warns of growing U.S. economic isolation, and explains why he remains bearish on the U.S. dollar despite near-term strength, while urging investors to diversify beyond U.S. equities.
Click here to visit Marc’s site - Marc To Market.

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