Major tariff announcements are coming April 2nd and markets are holding their breath. Is this the beginning of a renewed trade war? Or is it just a high-stakes negotiation tactic?
In this special edition of Rise Up, Rise Growth Partners’ Joe Duran and Terri Kallsen are joined by investment veterans Peter Boockvar of Bleakley Financial Group and Benjamin Wallace of Grimes & Co. to unpack what’s really going on and how you should respond as an investor.
- The two possible tariff paths and their vastly different market implications
- Why uncertainty, not tariffs themselves, is the market’s biggest enemy
- The strange logic of Trump’s communication style: showmanship as a good sign?
- Why reversibility matters: could this all be walked back in weeks?
- What smart investors should do now: rethinking risk, value stocks, and diversification
Chapters:
1:41 – The Tariff Countdown Begins: What’s Really at Stake?
3:20 – Two Roads Diverge: Which Tariff Path Will Trump Take?
5:09 – Tax or Tactic? Decoding the Real Agenda
8:23 – Will It Stick? Reading the Tea Leaves on Tariff Permanence
11:44 – Trump Takes the Stage: Showbiz or Serious Policy?
13:26 - Investor Pulse: Navigating Client Concerns
15:27 - Strategic Calm: Charting Your Next Move
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