Peter Boockvar: How To Position Your Portfolio In The Face of The Iran War | The Master Investor Podcast with Wilfred Frost
"2025 was the industrial and precious metal bull market. Now we're in an energy commodity bull market, and I think ag will be the next commodity bull market after that." - Peter Boockvar [00:00:32]
"Just because a price increase doesn't show up at the consumer level and instead is at the producer level and gets eaten by margin doesn't mean that price pressure all of a sudden disappears." - Peter Boockvar [00:05:52]
References
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