Peter Boockvar & Brien Lundin - Geopolitics to Metals Mania: Venezuela, Critical Minerals, PMs

Описание: This Weekend Show connects the week’s biggest geopolitical catalyst - U.S. military action tied to Venezuela’s oil - and what it could mean for commodities and markets in 2026. Peter Boockvar lays out a contrarian oil thesis built on depressed prices, positioning, and shale maturity, while Brien Lundin explains why silver’s surge looks structurally different this time - driven by physical tightness and industrial buyers forced to compete with investors, all against a backdrop of critical-minerals policy momentum.


Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report, who weighs in on geopolitics, arguing the U.S. action in Venezuela doesn’t change his bullish long-term outlook for oil, and discusses why depressed energy, agriculture, and select commodities could play catch-up amid tightening supply, shifting sentiment, critical minerals policy, evolving AI investment dynamics, and the growing importance of long-term interest rates in 2026.
Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/

Segment 3 & 4 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, to discuss the historic surge and volatility in silver driven by physical supply constraints and investment demand, plus his outlook on gold, copper, lithium and uranium as the broader commodity bull market gains momentum. We discuss the equities for each commodity sector as well.
Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/


Timestamps
Peter Boockvar
00:30 Geopolitics and Oil Market Impact
06:55 Commodity Complex and Market Trends
09:46 Critical Minerals and 2026 Trends
12:52 AI and Tech Sector Insights
Brien Lundin
20:55 Silver Market Analysis
26:12 Silver Stocks to Watch
30:21 Gold Market Insights
35:25 Copper Market Trends
39:41 Lithium and Uranium Updates
42:55 Commodity Sector Bull Market Analog

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This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.