We hope you all had a great week. We were at a conference in Colorado this week which is why there were only a couple Editorials posted this week. We’ll be back next week with a full slate of interviews. Keep an eye out over the next few weeks for interviews with companies we met with while at the conference.
As always please keep in touch with Shad and I through email. Our email addresses are Fleck@kereport.com and Shad@kereport.com.
- Segment 1 and 2 – Peter Boockvar, CIO at Bleakley Financial Group and Editor of The Boock Report on Substack, kicks off the show with a big picture outlook on inflation. We discuss his outlook for inflation, the chances of an inflationary pop vs a deflationary period and how important the oil price will be in guiding the inflation trend.
- Segment 3 and 4 – Mike Larson, Editor-in-Chief at the MoneyShow wraps up the show with an interview from the floor of the Toronto MoneyShow. We get a summary of the general vibe and attitude at the conference. He shares the key topics on most speakers radar and his outlook for key sectors he sees opportunity in and what areas he likes int he commodities sectors.