Bond Crisis In 2026? Why Yields Will Surge Even As The Fed Cuts | Peter Boockvar
The David Lin Report
What triggered the AI sell-off?
Peter points to Oracle, CoreWeave, Gemini 3, and private-credit caution as early bells for AI concerns.
Start earning interest in gold: https://Monetary-Metals.com/LinPeter Boockvar, CIO at OnePoint BFG Wealth Partners and author of The Boock Report, believes the AI tech trade is exhausting itself while oil at $56 represents one of the cheapest assets in the world for 2026, and inflation will remain stubbornly volatile despite ongoing Fed rate cuts.Watch Peter's last interview with David: https://youtu.be/CyW_Qux0Ayk*This video was recorded on December 17, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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: Twitter (@pboockvar): https://twitter.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.0:55 - Bond market2:41 - Capital allocation3:41 - The AI trade6:36 - Precious metals8:58 - Major themes and lookin at 2026 13:54 - The trigger for a selloff and Japan ripple effect16:31 - Deficit problem19:08 - Commodities (gold, silver, oil)21:02 - Outlook and biggest risks25:40 - Trade wars winners and losers27:02 - Surprises and the dollar#economy #investing #stocks
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