On a recent episode of the RiskReversal Podcast, Peter Boockvar, CIO of OnePoint BFG Wealth Partners, joined Guy Adami to discuss several of the most important forces shaping today's markets.

The conversation covered growing pressures within the Bank of Japan's long-running interest rate policies, the potential impact of a stronger Japanese yen on global bond markets, and the sharp move in U.S. Treasury yields following recent policy commentary. Peter also explored signs of rising credit stress tied to the AI investment boom, including concerns around financing structures and widening credit spreads among key market participants.

The discussion concluded with a look at market volatility and gold, examining why central banks continue to accumulate the precious metal despite its recent pullback from record highs.

Important Disclosures

Peter Boockvar is an investment advisor representative and lead portfolio manager of OnePoint BFG Wealth Partners, a registered investment adviser. Investment advisory and financial planning services are offered through Bleakley Financial Group, LLC, an SEC-registered investment adviser, operating as OnePoint BFG Wealth Partners.

Peter Boockvar was not compensated for appearing on RiskReversal podcast. The opinions expressed by Peter Boockvar are his own personal views and experiences as an Investment Advisor Representative.

Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as "OnePoint BFG"). For more information regarding OnePoint BFG including important disclosures, please visit adviserinfo.sec.gov.

The third-party information contained herein is provided for informational and discussion purposes only. OnePoint BFG does not represent this third-party information as its own. While OnePoint BFG has gathered this information from sources deemed to be reliable, OnePoint BFG has not reviewed or verified any information input by your financial professional or that of the third-party source, nor can OnePoint BFG guarantee the completeness or accuracy of this data.

OnePoint BFG does not offer legal or tax advice. This document is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.

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The opinions expressed by Peter Boockvar are his own personal views and experiences as an Investment Advisor Representative. The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information, as set forth herein, should not be construed or interpreted as OnePoint BFG's guarantee of any particular investment outcome or a guarantee of future investment returns or results