Weekend Show - Peter Boockvar & Dana Lyons - Commodities Hit 14-Year Highs as the 40-Year Bond Bull Dies & Commodity Technicals

Global debt dynamics, sticky structural inflation, and shifting monetary policies are stripping central banks of their control over long-term interest rates. In this episode of the KE Report Weekend Show, macro strategist Peter Boockvar breaks down why bond vigilantes are dictating terms to fiscal authorities and how severe underinvestment has launched a broad-based commodity supercycle. Shifting to the charts, fund manager Dana Lyons maps out why copper and energy equities are quietly diverging to the upside while market internals beneath the S&P 500 begin to flash late-cycle warning signs. 

• Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and editor of The Boock Report on Substack, kicks off the show to share his perspective on key global macroeconomic trends. He analyzes policy friction between the Federal Reserve and the U.S. Treasury regarding bond yields, evaluates the uneven nature of U.S. economic growth, and outlines his bullish outlook for commodities, energy, and precious metals. 
• Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/

 

• Segment 3 & 4 - Dana Lyons, fund manager and editor of The Lyons Share Pro, joins the program to share his technical outlook across major commodities, equity benchmarks, and macro trends. He highlights constructive setups in copper and energy equities alongside a cautious "buy-the-dip" posture in precious metals, while warning of emerging internal cracks in broad U.S. stock indices and projecting a secular, multi-decade rise in interest rates. 
• Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/ - This weekend Dana is offering 30% off memberships! Just click the link and sign up. 

 

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Investment disclaimer:

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 or investment product. Investing in equities, commodities, really everything 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.