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Markets are ignoring critical risks - Peter Boockvar warns that inflation is set to reaccelerate, trade war escalation is disrupting global flows, and the Fed’s credibility is on the line. With CPI data due and Trump’s tariffs hitting in weeks, Boockvar breaks down why investors are mispricing reality. Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report, joins Kitco News anchor Jeremy Szafron to share his contrarian macro outlook, explain how duration risk is building in bonds, and reveal why both Bitcoin and gold matter in today’s uncertain environment. Key Topics: – June CPI preview and inflation risks – Trump tariffs: global trade, retaliation, and price impact – Duration risk and Fed policy mistake – Gold vs. Bitcoin: capital flows and safe haven behavior – EU, Brazil, and Canada tensions – Why market resilience may be illusory – Powell under pressure and Fed credibility breakdown