Peter Buchmar

Chief Investment Officer at One Point BFG Wealth Partners and CNBC contributor who discussed bullish fundamentals for energy and why oil may be undervalued.

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Dec 3, 2025 • 44min

Oil The New Gold?… And Microsoft Pushes Back On AI Growth Report 12/3/25

Peter Buchmar, Chief Investment Officer at One Point BFG Wealth Partners, champions oil as potentially more valuable than gold, citing bullish fundamentals and underownership in energy. He emphasizes the need for a sector rotation and discusses geopolitical influences on oil pricing. Brent Thill, a Jefferies analyst, counters a report on Microsoft’s AI sales growth, asserting strong demand and long-term prospects for the tech giant amidst a volatile AI landscape.

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