In a special edition of Rise UP! OnePoint BFG CIO Peter Boockvar leads a lively conversation covering inflation warnings, stock valuations and where the bargains are, and why a sagging healthcare sector is actually exciting. Joined by OnePoint CEO Andy Schwartz and Wealth and Portfolio Manager David Mandelbaum, the team also deep dives into whether or not the U.S. has a data reporting problem and how to fix it, tariffs and their effects and the chances of a Fed cut come September and how it affects portfolio planning.
Get Peter, Andy and David’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select One Point BFG on the form.
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Chapters:
00:41 - What Would a Cut in Rates Mean for Those with Fixed Income Portfolios?
6:03 - How Tariffs Would Impact Healthcare and Medical Supplies
9:38 - How to Invest in a Time of High Valuations
14:28 - Do We Have a Data Problem?
18:48 - What Are the Pros and Cons of Capturing Jobs Data on a Quarterly Basis?
21:06 - Investing in the Healthcare Sector
28:20 - What to Watch Next Week
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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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