In this episode of The Jay Young Show, Jay Young and Jordan Soto sit down with renowned macro strategist Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and author of The Boock Report, for a no-nonsense conversation on markets, risk, and the cost of distraction.

We kick things off with Oil & Gas News, as Groundhog Day brings another extended winter forecast. With Punxsutawney Phil calling for more cold, energy markets are feeling the impact—firm natural gas and power demand, delayed storage rebuilds, and tighter conditions heading into late winter and early spring.

From there, we zoom out to the big picture:
Are markets being driven by fundamentals, or by central banks?
Is inflation really beaten, or just hiding?
And what signals are investors ignoring while chasing headlines?

Topics Covered:

• Extended winter, energy demand, and near-term pricing pressure
• The biggest macro risk investors are underestimating
• High interest rates: breaking the system or exposing weakness?
• Stocks priced for reality vs. hope
• What gold may be signaling that equities aren’t
• The single word that best describes today’s market

Jay’s Weekly Five

Word of the Week: Distraction
Anything that pulls your attention away from what actually moves the needle.

Bible Verse of the Week:
Proverbs 4:25–27 — A reminder to stay focused, disciplined, and intentional.

Books of the Week:

• Deep Work by Cal Newport — eliminating distraction to create real progress
• Essentialism by Greg McKeown — doing fewer things better

Recommended Podcast:
The All-In Podcast — long-term thinking, conviction, and cutting through the noise.

TV Shows of the Week:

• Survivor — distraction gets you voted off
• The Bear — discipline, repetition, and focus under pressure

If you’re an investor trying to stay grounded in reality—not headlines—this episode is for you.