Market Dynamics and Investment Strategies

This week, Nvidia has crossed the $4 trillion threshold in market cap while US stocks continue to march upward—all seems relatively well in the markets, right? However, as US equity valuations continue to balloon, investors should consider how that might pose problems for their portfolios down the line. Rise Up! host Terri Kallsen, managing partner at Rise Up Growth Partners, is joined by Bleakley Financial CEO Andy Schwartz and portfolio manager David Mandelbaum for a wide-ranging, level-headed look at the markets and what it all means for your money.

They explore Nvidia’s dominance in the stock markets and the potential risks behind “the taco trade” as well as why healthcare might be one of the most undervalued sectors in today’s overheated market. As markets continue to reach new highs with fervor, they dive deep into what smart investing looks like right now.

Plus: What retail investors need to know before jumping into private equity, the implications of new tariffs on pharmaceuticals and copper, and whether Elon Musk’s recent chaos is a red flag for Tesla shareholders.

Get personalized insights from experts like Andy and David with a free review of your portfolio. Go to https://www.wealthion.com/free and select Bleakley Financial Group under “Advisor Preference.”

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Chapters:

1:48 - NVIDIA’s Reaches Record-Breaking $4 Trillion Market Cap

5:47 - Trump’s Announcement to Impose 200% Tariffs on Pharmaceuticals

8:24 - Robinhood’s and SoFi’s Efforts to “Democratize Private Equity”

13:14 - Elon Musk’s Terrible, Horrible, No Good, Very Bad Week

17:57 - Why Would Stocks Being Overvalued Actually Be a Problem?

20:44 - What Sectors Are Currently Undervalued and Present Opportunities?

23:27 - How Can I Add Non-US Exposure to My Portfolio?

25:56 - Should There be Anything Concerning in Next Week’s Earnings Reports?

27:04 - How Could Next Week’s Economic Data Drops Affect Markets Going Forward?

29:05 - “Crypto Week” Comes to Washington

31:33 - G20 Finance Ministers to Meet Soon in South Africa

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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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