The Bond Paradox of 2026 | Peter Boockvar on the David Lin Report

What happens when the Federal Reserve cuts rates, yet long-term yields continue to rise?

In a wide-ranging conversation on the David Lin Report, Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners, shares his perspective on what may define markets in 2026 and beyond.

Drawing on global bond markets, inflation dynamics, and shifting capital flows, Peter explores why traditional assumptions around rates, risk, and diversification may no longer apply—and what investors should be paying attention to instead.

Key themes from the conversation

• Why long-term interest rates may continue rising even as central banks cut
• The growing limits of central bank control over the yield curve
• Why inflation volatility is likely here to stay
• Signs the AI-driven tech trade may be losing momentum
• Where Peter sees opportunity in 2026, including commodities, energy, and international markets
• The risks investors may be underestimating, from concentration risk to global debt levels

Rather than predicting headlines, the discussion focuses on how to think in an environment defined by volatility, higher capital costs, and structural change. It’s a reminder that successful investing in 2026 may require a wider lens, deeper planning, and a willingness to challenge consensus views.

At OnePoint BFG, conversations like this reflect how we approach client portfolios—grounded in research, shaped by global context, and guided by long-term planning rather than short-term noise.

Watch the full episode with Peter Boockvar on the David Lin Report 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.

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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