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There is no turning back: Inflation all the way - Peter Boockvar: July 1, 2009 (7min.)

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  • There is no turning back: Inflation all the way - Peter Boockvar: July 1, 2009 (7min.)

    Inflation Fears Drive Gold Bulls - Analysis and Discussion with Peter Boockvar of Miller Tabak on Bloomberg on July 1, 2009: Bullish on Gold; Dollar is Unstable.

    There are 3 different ways to deal with debt:

    #1: Pay it down (:mad
    #2: Write it off ()
    #3: Inflate your way out (:eek

    Guess which one our Governments favor? Hint: It is not first and there are no two ways about it.



    Runtime: 7min.


    Peter Boockvar - Equity Strategist

    Peter Boockvar is currently the Equity Strategist at Miller Tabak + Co., LLC., in addition to his role as a salestrader on the equity desk. He is often seen on Bloomberg TV, CNBC, and CNBC Asia and is frequently quoted on Reuters, Dow Jones Newswires, Financial Times, Wall Street Journal, and The Associated Press. He joined Miller Tabak + Co., LLC in 1994 after working in the corporate bond research department at Donaldson, Lufkin and Jenrette. He is on the Board of Directors of Ameritrans Capital Corporation, a publicly traded Business Development Company. He is also president of OCLI, LLC and OCLI2, LLC, farmland real estate investment funds. Mr. Boockvar graduated Magna Cum Laude with a B.B.A. in Finance from George Washington University.

  • #2
    Re: There is no turning back: Inflation all the way - Peter Boockvar: July 1, 2009 (7min.)

    http://www.ritholtz.com/blog/2009/07...le-of-a-crash/

    Comment


    • #3
      Re: There is no turning back: Inflation all the way - Peter Boockvar: July 1, 2009 (7min.)

      dummass, I got that one earlier today as well. But I find Taleb a little cryptic.

      He made some decent comments here, especially regarding debt repudiation.

      Allow me to embed:

      27CDB6E-AE6D-11cf-96B8-444553540000" codebase="http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=9,0,0,0" >










      Comment


      • #4
        Re: There is no turning back: Inflation all the way - Peter Boockvar: July 1, 2009 (7min.)

        It seems like everyone is a little on edge. Not the best interview. I wonder what had been previously discussed in private? Something about the emotional nature of the presentation added emphasis to the message.

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