The Compound and Friends Why Oil Could Be Next Year’s Gold
91 snips
Nov 28, 2025 
Join Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, as he delves into the potential of oil becoming next year's gold. He argues that fears of an AI bubble are overrated and highlights the volatility surrounding tech stocks. Boockvar also discusses the challenges in the housing market, the implications of rising capital expenditures, and the sustainability of tech companies' spending habits. With insights on inflation and the prospects for oil and gold investments, this conversation is packed with valuable market analysis.
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Josh's Thanksgiving Preferences
- Downtown Josh Brown admits he hates Thanksgiving but still enjoys family time.
- He skips the big pre-Thanksgiving party and prefers smaller gatherings and routines like tennis.
AI Narratives Shift Rapidly
- AI narratives change extremely fast so winners and losers shift within months.
- Investors must stay nimble or avoid trying to pick long-term tech winners without daily diligence.
Only Invest In Tech If You Stay Current
- Value technology investing only if you can follow daily narrative shifts and industry detail.
- If you can't, consider allocating to different, less fast-moving sectors.