$90 Oil And 5% Yields: The Market’s Dangerous New Reality | Peter Boockvar

Learn more about SEVA Mining (TSXV: SEVA) here: https://www.sevamining.com/Peter Boockvar, CIO at OnePoint BFG Wealth Partners and author of The Boock Report, discusses the shift away from AI-led stocks, rising bond yields, persistent inflation, geopolitical risks, and where investors may find opportunities beyond Big Tech.Watch Peter's last interview: https://youtu.be/IVkGsxWcFZs*This video was recorded on July 13, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER BOOCKVAR: X: https://x.com/pboockvarThe Boock Report: https://peterboockvar.substack.com/Website for OnePoint BFG: https://www.onepointbfg.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:58 - Tech Selloff and the Rotation Away From Mag 73:13 - Fed Uncertainty, Rising Yields and Persistent Inflation8:47 - Oil, Iran and the Return of Inflation Pressure12:40 - The Fed’s Next Move and Labor Market Weakness15:51 - AI Dependence, Dollar Risk and a 2002-Style Bust20:33 - Japan, Treasury Selling and the 5% Yield Forecast25:52 - Boockvar’s Commodity Picks and the Tiring AI Trade32:43 - Gold, Silver and the Global Commodity Stockpiling Boom#economy #investing #stocks