Peter Boockvar, CIO at OnePoint BFG Wealth Partners, joined CNBC alongside Lee Baker (Claris Financial Advisors) and Courtney Gelman (Strategas) to discuss the forces shaping markets right now.
Key Takeaway
AI investment and corporate earnings remain central to market direction—less as a short-term catalyst, and more as a structural force influencing capital allocation, productivity, and valuation.
Perspective That Matters
In a market environment where narratives shift quickly, Peter’s commentary focuses on what tends to endure:
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The sustainability of earnings growth
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The real economic impact of AI spending
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How markets digest elevated expectations
This is not about chasing headlines—it’s about understanding what is already priced in, and what isn’t.
Why It Matters to Investors
For sophisticated investors, the question is not whether AI will reshape markets—it’s how and when that transformation translates into durable returns.
As discussed, markets often move ahead of fundamentals. The discipline lies in maintaining perspective while others react.
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Peter Boockvar is solely an investment advisor representative and a lead portfolio manager of OnePoint BFG Wealth Partners, a registered investment adviser. Investment advisory and financial planning services offered through Bleakley Financial Group LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The market and economic data is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information in this report has been prepared from data believed to be reliable, but no representation is being made as to its accuracy and completeness.
OnePoint BFG often uses Artificial Intelligence (“AI”) int he generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination.
Nothing in this material should be construed as investment advice offered by OnePoint BFG Wealth Partners or Peter Boockvar. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction or investment strategy. No chart, graph, or other figure provided should be used to determine which securities to buy, sell, or hold. No representation is made concerning the appropriateness of any particular investment, security, portfolio of securities, transaction or investment strategy. You should speak with your own financial professional before making any investment decisions.
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