Understanding Business Surveys and Their Economic Implications

Welcome to the latest episode of Rise UP! Your go-to weekly market and economic recap, where the biggest financial stories meet top financial minds for expert analysis. This week, host Terri Kallsen, CFP® welcomes Benjamin Wallace and Todd A. Herman, CFP®, AIF® from Grimes & Company for a practical breakdown of how investors should respond to today’s most urgent headlines.

With tariffs rattling global markets, rising volatility, and new leadership policies reshaping trade dynamics, what should investors do? Ben and Todd explore the real impact of tariffs on autos, oil, and supply chains, discuss the resilience of credit markets, and reveal where opportunities may lie beneath the surface.

They also share essential portfolio strategies, including how to mitigate sequence of returns risk, manage volatility without trying to time the market, and investing in precious metals (like gold, silver, and copper) wisely. Plus, what forward-looking data like PMI and ISM reports tells us you won’t hear on the front page.

Key Topics Covered:

• 25% auto tariffs & global supply chain disruption
• Investing in credit markets vs equity markets today
• Sector rotation: energy, healthcare, tech, & industrials
• Gold’s surge: safe haven or speculative bet?
• Portfolio protection: cash reserves, diversification, and active risk management
• Sequence of returns risk explained with real-world impact
• How to interpret PMI and ISM to stay ahead of market moves

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Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:54 - Setting the Stage

4:23 - Understanding Sequence of Returns Risk

9:46 - Spotting Opportunities in Sector Rotation

11:00 - Decoding Credit Market Signals

16:19 - Precious Metals: How Much Is Too Much?

18:54 - Gold’s Future: Could It Hit $8K?

29:12 - Balancing Recession Fears with Reality

34:29 - Secondary Tariffs & Oil Market Volatility

38:00 - Interpreting PMI & ISM for Future Growth

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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