Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Peter Boockvar, CIO of One Point BFG Wealth Partners, discusses rising Treasury yields, the Fed's next moves, the future of AI spending, Nvidia's leadership shakeup, and opportunities in gold, commodities, and the stock market.Watch Peter's last interview: https://youtu.be/UrCuK2K8mAU*This video was recorded on November 12, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 [email protected]: 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 - Treasury Yields Surge Above 5%1:25 - What's Driving Bond Yields Higher?3:48 - Fed Rate Hikes & AI Spending8:01 - Nvidia's Future Without Jensen Huang11:57 - AI Financing & CoreWeave Risks15:02 - Treasury Yields & Labor Market17:47 - Iran War & Oil Prices19:27 - Commodities & Gold Outlook22:58 - Tech Stocks, U.S. Dollar & Market Rotation#BondMarket #TreasuryYields #FederalReserve
