What podcasts say about Peter Boockvar

Every statement, with the speaker, the exact quote and the moment it was said.

What Peter Boockvar has said on podcasts

4 statements · 4 negative

on Housing MarketNegativeOct 19, 2026· CNBC's "Fast Money"
Housing-related activity remains a drag on U.S. GDP.
“That is essentially still contracting.”
Listen at 13:46
Open the episode · Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26
on Coastal housing bidding warsNegativeOct 19, 2026· CNBC's "Fast Money"
A stock-market decline would end coastal housing bidding wars.
“if the stock market rolls over, well, that's going to end.”
Listen at 15:00
Open the episode · Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26
on Ten-year Treasury yieldNegativeOct 19, 2026· CNBC's "Fast Money"
Ten-year Treasury yields could reach 5.5%–6% in coming years.
“I would not be surprised if 5.5% to 6% tenure in the coming years is what we're going to see.”
Listen at 18:21
Open the episode · Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26
on Capital expenditureNegativeOct 19, 2026· CNBC's "Fast Money"
A slower AI-capex growth rate could materially hurt stock prices.
“if instead of $1.2 trillion of CapEx next year is only one, which is still greater than this year, it's the rate of change that becomes really problematic for stock prices.”
Listen at 19:00
Open the episode · Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.