Weekend Show - Peter Boockvar & Dan Steffens - Macro Economic Analysis, Where Are The Best Opportunities In Commodity Stocks

Welcome to another KE Report Weekend Show. This weekend we focus on the economic drivers for commodities. This all ties into economic trends, recent data and central banks policy now shifting slowly toward rate cuts.

 

• Segment 1 and 2 - Peter Boockvar, Chief Investment Officer Bleakley Financial Group and Editor of The Boock Report on Substack kicks off the show by sharing insights on the market's current state, the rise of AI stocks, the bond market's behavior, and commodity trends. We then shift focus to the energy sector, exploring opportunities in oil and natural gas
• Click here to read over The Boock Report.
• Segment 3 and 4 - Dan Steffens, President of the Energy Prospectus Group wraps up the show with a focus on the recent surge in natural gas prices, which have risen over 50% since April, and its implications on the market. We discuss the upcoming LNG export facilities, pipeline capacity issues, and potential future price trends. Dan also shares his insights on oil prices, key companies in the natural gas sector, and investment opportunities in mineral royalty companies like Blackstone Minerals and large gas producers like Ovintiv.
• Click here to visit the Energy Prospectus Group website.