Bridging Investment Insights with Practical Financial Planning

In this week’s Rise UP! Terri Kallsen, Joe Duran, Peter Boockvar, and Jon Betlow discuss everything from how market data and consumer actions are suggesting an economic slowdown is coming — to asking if the TACO trade is real? Peter explains why buying the dip isn't necessarily the way to go and that there is a better way to ensure your investments go up. Jon talks about managing emotions and client fears that a recession — and some even worry a depression -- is near, and the extremes they could go. And we take a deep dive into the data and what 2025 Q3 and Q4 could look like, what the team thinks will really happen, and what to do if it does.

Chapters:
1:23 - The Markets’ Latest and Investing vs. Trading and Why CFPs Matter

4:48 - Judge Rules Tariffs Are Illegal and More

5:09 - Economic Data Signaling Trouble Ahead

7:21 - Why Judges Said Tariffs Were Overreach

8:15 - No Clear Light on Tariffs Between Courts, Administration, and How Global Negotiations Go

11:07 - How Tariffs and Tariff Concerns Are Affecting Businesses

12:40 - Market Volatility: It Feels Bad, but Is It Really?

14:23 - Where We Are on Valuations

15:54 - Best Time to Buy the Dip in 30 Years?

17:07 - There’s a Difference Between Buying the Dip and Buying “Down”

18:07 - Is the TACO Trade Real? Is It the New Fed?

21:22 - When Is the Right Time to Buy a Home or Make Another Big Purchase

23:25 - Interest Rates vs. Economy When Making the Decision on Buying a Home

23:55 - Homeowners’ Actions Are Telling Us There Is a Slowdown Coming

25:00 - Q3 & Q4: What the Data Is Saying

25:20 - Viewer Went All Cash in 2007, Same Gut Feeling Now… Should He?

28:38 - Will Seasonality Take Us to Powell Cutting Rates?

29:43 - There’s a More Reliable Tool for Predicting Markets Than Seasonality and It’s Coming

31:24 - Viewer Has Concern the Great Depression Is Coming: Managing Emotions and Your Portfolio

32:13 - Lots of Depressions Predicted, but Only One Has Occurred — How Worries May Make You Miss Out

34:56 - 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.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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