David Lin, Released on 7/14/26 (Recorded on 7/13/26)

Peter Boockvar, CIO at OnePoint BFG Wealth Partners and author of The Boock Report, discusses the shift away from AI-led stocks, rising bond yields, persistent inflation, geopolitical risks, and where investors may find opportunities beyond Big Tech.

0:00 – Intro.
0:58 – Tech Selloff and the Rotation Away From Mag 7
3:13 – Fed Uncertainty, Rising Yields and Persistent Inflation
8:47 – Oil, Iran and the Return of Inflation Pressure
12:40 – The Fed’s Next Move and Labor Market Weakness
15:51 – AI Dependence, Dollar Risk and a 2002-Style Bust
20:33 – Japan, Treasury Selling and the 5% Yield Forecast
25:52 – Boockvar’s Commodity Picks and the Tiring AI Trade
32:43 – Gold, Silver and the Global Commodity Stockpiling Boom

Peter Boockvar is the Chief Investment Officer of One Point BFG Wealth Partners and Editor of The Boock Report newsletter.

  economy, gold, investing, peter boockvar, silver, stocks