About this episode

Peter Boockvar discusses mispriced trades in global markets and the implications of geopolitical events on commodities and investments.

What happens when the war ends — and what is the market getting wrong right now? Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, joins In the Money with Amber Kanwar to break down what he sees as some of the most mispriced trades in global markets. From oil to gold to global equities, Boockvar argues that investors are too focused on short-term geopolitical moves — and missing the bigger structural shifts already underway. He explains why even if the war de-escalates, oil prices are unlikely to return to pre-war levels, laying out the case for a higher floor driven by supply risk, global stockpiling, and a world that’s rethinking energy security. From there, he expands the conversation to a broader commodity bull market — including gold’s evolving role as a global reserve asset, as well as fertilizer and other critical inputs that could be underappreciated. He also explains how this all fits into a larger shift toward global markets and real assets. At the same time, Boockvar warns that some of the most crowded trades may be losing leadership. He breaks down why the AI trade could be entering a new phase, why mega-cap tech like NVIDIA (NVDA), Microsoft…

People in this episode

Host: Amber Kanwar

Guest: Peter Boockvar

Topics covered

• global markets
• mispriced trades
• oil prices
• commodity bull market
• AI trade
• private credit

Keywords

• global equities
• energy security
• gold
• supply risk
• fertilizer
• AI trade
• private credit

Mentioned in this episode

Organizations: One Point BFG Wealth Partners

Products: NVIDIA, Microsoft, Meta

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