In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… he believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we're "knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and forget” it are passed and active portfolio management is the future as traditional S&P 500 returns are unlikely to be repeatable in the coming decade. Takeaways: Why Peter Is Concerned About Tariffs Why The Mag 7 Is Now The Mag 3.5 International Equities Will Have Upside For Years Why Peter Believes We’re In A Bond Bear Market The Commodities Peter Thinks Have Upside Now Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Want Peter and Bleakley to review your portfolio? Go to wealthion.com/free, fill out the form, and ask Bleakley Financial :00 Tariffs and Taxes — Why Even a 10% Tariff is Troublesome 3:50 Doing the Math on Tariffs & Growth 5:00 Valuations & Risk, Retail vs Institutional Investors & Buying the Dip 7:45 The Mag 7 Trade Has Turned into 3 and a Half 10:40 The Upside to Investing Outside the U.S. 16:39 Proof The U.S. Dollar Is Losing It’s Reserve Currency Status And The Effects on Treasuries 27:46 The Sectors Peter is Watching-OIL 31:15 Hard Assets-Silver 32:35 Hard Assets-Uranium 35:45 Hard Assets-Real Estate and Peter’s Picks 42:45 What Peter’s Worried About and What He Thinks Works 44:06 Recession Is Knocking On The U.S.’s Door Subscribe to our YouTube Channel: https://www.youtube.com/@Wealthion Follow us on X: https://x.com/wealthion Follow us on Facebook: https://www.facebook.com/Wealthion Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://wealthion.com/free/ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.