# @tastyliveshow on YouTube - **Type:** Video - **Original URL:** https://youtube.com/watch?v=CPR0fkNix1I - **Gondola URL:** https://gondola.cc/posts/68348291-tastyliveshow-youtube - **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/debdda1f3f.jpg - **Posted:** 2026-07-24T23:00:04.000+00:00 - **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow ## Caption Peter Boockvar, CIO of One Point BFG Wealth Partners and editor of The Boock Report, joins Ilya Spivak with a contrarian read on the bond selloff. He argues it is not an inflation scare from oil but a surge in real rates, with the 10 year up about 70 basis points since February while inflation expectations barely moved. The bigger story, he says, is that debts and deficits finally matter, from the US to Japan to Europe, and markets are choking on government paper. He piles the AI build-out on top: Google just posted its first cash-flow loss and Oracle is set to spend nearly all its revenue on capex, stacking debt that pushes rates higher. 📊 tastylive: https://www.tastylive.com/ 📰 Get Tom's pre-market analysis every morning: https://www.tastylive.com/newsletters 📘 FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 📱 Follow tastylive on X: https://x.com/tastyliveshow Chapters 00:00 Meet Peter Boockvar 00:34 It's real rates, not an inflation scare 01:40 The PPI vs CPI margin squeeze 02:57 Debts and deficits finally matter 04:10 Is AI capex driving rates higher 05:38 Hyperscaler debt and Google's cash-flow loss 08:11 Are surging real rates a growth risk 12:39 Will the Fed actually hike 15:29 A view on gold #tastylive #peterboockvar #realrates #bonds #aicapex #deficits #oracle #google #macro #stockmarket tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we'll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. tastylive content is created, produced, and provided solely by tastylive, Inc. ("tastylive") and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims, including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer. ## Stats - **Views:** 2,059 - **Likes:** 46 - **Shares:** 0 - **Comments:** 5 ## Tags macro, stockmarket, oracle, peterboockvar, deficits, aicapex, realrates, google, bonds, tastylive --- Copyright (c) Gondola