What are oil prices, interest rates and inflation telling us about the direction of the economy? On this episode of The Jay Young Show, Jay Young and co-host Jordan Soto welcome Peter Boockvar, Chief Investment Officer of OnePoint BFG Wealth Partners, editor of The Boock Report and frequent CNBC contributor. Peter shares his perspective on the financial markets, Federal Reserve policy and the economic forces that could have the greatest impact throughout the rest of 2026. The conversation also explores recent oil-price volatility, geopolitical risk, American energy security and whether energy remains an undervalued long-term investment opportunity. The discussion covers: • The strengths and warning signs in today’s economy • Inflation, interest rates and the Federal Reserve • What recent oil-price swings are signaling • The possibility of oil returning above $100 • U.S. drilling, pipelines and refinery capacity • Rising natural-gas demand from LNG exports and data centers • How investors can remain disciplined during volatile markets • Where the economy is gaining—or losing—traction Jay and Jordan also share this week’s Jay’s Weekly Five, including the Word of the Week, Bible Verse of the Week and their latest book, television and podcast recommendations. Guest: Peter Boockvar Host: Jay Young Co-Host: Jordan Soto Subscribe to The Jay Young Show for more conversations about energy, investing, business, leadership and the issues shaping the economy.

#259: Oil, Inflation and the 2026 Economy with Peter Boockvar | The Jay Young Show

The Jay Young Show

Welcome back to The Jay Young Show, where we bring you the conversations with some of the most interesting entrepreneurs, investors, authors, philanthropists, and leaders shaping the future of business and energy. Each week we dive into high-level entrepreneurship, capital markets, oil and gas news of the week, and of course, Jay's Weekly Five. We'll recover our Word of the Week, Bible Verse of the Week, recommended books, podcasts, and more. If you're

building wealth, deploying capital, or simply looking to grow personally and professionally, you're in the right place. Let's get into it. Hey everybody, welcome back to The Jay Young Show. We talk about business, energy, is that good energy, bad energy, that's oil and gas energy, or we talk about investing leadership and just try to be helpful. Try to be helpful and talking about right now issues about the

economy. A lot of things going on. My name's Jay Young, founder, CEO, King Operating Corporation, and joining me today is my co-host Jordan Soto. Hey Jordan! Hello, hello! It's been a couple of weeks since we've done one of these. Just seems like too long. How you been? Jen, what's going on with you? You know, it's been good. It's been good. Just getting caught up with some

current events stuff. Also, some new movies that have come out. You know, it's all the rage, the Odyssey, Obsession, and of course, a lot of box office flops as well. But The Odyssey was actually a very good film, and I thoroughly enjoyed that. But you know, while the box office has been skyrocketing with all of these new movies, I don't know, oil and gas has kind of been going a little crazy. So I'd

#259: Oil, Inflation and the 2026 Economy with Peter Boockvar | The Jay Young Show

Read the full transcript

The candid version is on a podcast,
not the earnings call.

#259: Oil, Inflation and the 2026 Economy with Peter Boockvar | The Jay Young Show

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.