Peter Boockvar on CNBC: Why Global Markets Are Back in Focus

In a February 9 CNBC appearance, Peter Boockvar, CIO of BFG Wealth Partners, discusses a major inflection point in global markets—one that challenges the long-standing dominance of U.S. equities.

For years, U.S. stocks outperformed while valuations stretched and global markets lagged. That gap, Peter explains, became unsustainable.

Key insights from the conversation include how U.S. dollar weakness helped fuel international returns, why innovation and growth are no longer U.S.-exclusive, and how deregulation and new trade relationships are accelerating economic momentum abroad. Peter also highlights the role of valuation, pointing to markets like Germany and Hong Kong trading at historically low multiples before rebounding sharply once conditions improved.

As momentum in the Magnificent Seven cools, investors are rediscovering a basic truth: valuations don’t matter—until they do.

This segment offers a clear, grounded perspective on why global diversification is becoming a necessity, not a novelty.

▶️ Watch the full CNBC discussion below.

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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.

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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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