Intro

With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner’s Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what’s really driving the markets and how disciplined investors should respond.

What you’ll learn:

• What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there’s no trade deal yet)
• Whether the Mag 7 comeback is sustainable or overhyped
• Why international and value stocks could outperform in 2025
• The smartest way to build a bond portfolio in today’s rate environment
• Where Bitcoin fits inside a diversified plan
• Why regular rebalancing beats market-timing every time
• Why small-cap stocks are lagging, and what that signals for the economy

Stay calm, stay disciplined, and make smarter moves in a headline-driven market.

Chapter:
02:09 - Markets Recover, But…?

05:47 - Inflation Surprise: What Does It Mean for Portfolios?

07:28 - Bonds in Focus: High-Quality or High-Yield?

11:47 - Private Credit: Hidden Yield or Hidden Danger?

12:30 - Magnificent Seven: Still a Buy After the Bounce?

15:16 - FOMO vs Discipline: When to Rebalance

19:29 - Bitcoin’s Role: Diversifier or Tech Proxy?

23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets

24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term?

28:07 - Viewer Question: How Do I Manage My Portfolio Right Now?

31:24 - Viewer Question: How Much To Set Aside If My Business Fails?

35:15 - The Big Three Next Week

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F6XMN0

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

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