Weekend Show - Peter Boockvar & Brien Lundin - Geopolitics to Metals Mania: Venezuela, Critical Minerals, and the New Commodity Playbook

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/

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