The David Lin Report

Bond Yields Spike Again: Brace For Bigger Shock | Peter Boockvar

Nov 13, 2026
Guest
Peter Boockvar
Peter Boockvar, CIO of One Point BFG Wealth Partners and author of The Boock Report, examines surging Treasury yields, inflation, deficits, and the Fed’s next move. He explores AI spending, data-center constraints, Nvidia’s leadership and financing risks, a muted labor market, Iran-driven energy pressures, and opportunities across gold, commodities, uranium, and defensive stocks.
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INSIGHT

Why Treasury Yields Keep Rising Beyond Oil

  • Treasury yields reflect inflation, fiscal deficits, government issuance, and AI infrastructure financing rather than oil alone.
  • Peter Boockvar expects a near-term yield peak but believes rates will trend higher over the coming years.
INSIGHT

AI Spending Could Decide The Fed’s Next Move

  • The hotter CPI report likely secured a December hike, but Peter Boockvar views the Fed as tweaking rates rather than beginning a major hiking cycle.
  • He expects AI capital expenditure growth to peak around 2027 and increasingly influence monetary policy.
INSIGHT

Nvidia Loses Its Hardest Asset To Replace

  • Jensen Huang’s departure matters because Nvidia’s extraordinary market position depended partly on his unusually broad leadership abilities.
  • Nvidia may remain successful, but Peter Boockvar expects stronger customer diversification and less dominant market share.
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