Peter Boockvar: I’m Getting Ready to Buy Silver Again

Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and editor of The Boock Report, joins Darrell to discuss why he believes oil prices could climb further as inventories decline and supply disruptions persist. He examines the implications of rising bond yields, the Fed’s latest rate hike, and the growing demand for commodities driven by AI infrastructure. Peter also shares his outlook for gold, silver, copper, and energy stocks, while highlighting the risks beneath the stock market’s AI-driven gains and opportunities he sees in international equities.

Peter's links:

https://x.com/pboockvar

https://peterboockvar.substack.com/

https://www.onepointbfg.com/

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0:00 Why oil could reach $200 a barrel

1:02 The Fed’s latest rate hike and rising bond yields

3:34 Why central banks may be losing control of interest rates

5:18 Are we entering a long-term cycle of higher rates?

6:34 The commodity bull market and global supply disruptions

9:07 AI data centers and the demand for raw materials

11:54 Why Peter remains bullish on oil

13:42 The case for $200 oil

15:12 Can new infrastructure bypass the Strait of Hormuz?

16:32 Peter’s outlook for gold and silver

18:52 Mining stocks and their growing cash flows

20:18 Why Peter is cautious on copper

22:19 What the S&P 500 is hiding about the economy

24:03 Housing affordability and the need for lower prices

26:24 Opportunities outside the U.S. stock market

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