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OnePoint BFG Wealth Partners | Jul 10, 2026 |Podcast
Peter Boockvar Joins David Lin to Discuss Rising Yields, AI Risks, and Market Opportunities
Peter Boockvar, CIO of OnePoint BFG Wealth Partners and author of The Boock Report, recently joined David Lin on The David Lin Report to discuss the forces shaping today's investment landscape.
The conversation explored the market's shift away from AI-led stocks, persistent inflation pressures, rising Treasury yields, and the outlook for Federal Reserve policy. Peter also shared his views on geopolitical risks, the potential for higher interest rates, and why investors may want to look beyond Big Tech for future opportunities.
The discussion concluded with insights on commodities, including gold and silver, and the role hard assets may play as central banks and governments continue to navigate economic uncertainty.
Key Takeaways
- Market leadership may be broadening beyond mega-cap technology stocks as investors reassess valuations and concentration risk.
- Persistent inflation and rising bond yields remain important market considerations, even as investors anticipate future Fed decisions.
- Geopolitical developments and energy markets continue to influence the inflation outlook.
- Questions are emerging around the sustainability of the AI-driven investment boom and its long-term impact on markets.
- Treasury yields could move higher if inflation remains more resilient than expected.
- Gold, silver, and other commodities continue to attract interest as investors seek diversification and potential inflation hedges.
Watch the full conversation with David Lin to hear Peter's perspectives on interest rates, inflation, market leadership, and opportunities beyond Big Tech.
Watch the Full Episode
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.
OnePoint BFG Wealth Partners (“OnePoint BFG”) often uses Artificial Intelligence (“AI”) in the generation of reports such as the above. OnePoint BFG and its employees are bound by all applicable Firm policies and procedures when using AI. AI is subject to risks and limitations. OnePoint BFG has established policies and procedures to ensure all AI generated material goes through human review prior to dissemination. For additional information regarding AI, please refer to One Point BFG’s ADV 2A.
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