In this week’s Rise UP! Host Terri Kallsen, Managing Partner of Rise Growth Partners is joined by Bleakley Financial CIO Peter Boockvar and CEO Andy Schwartz for a riveting conversation revolving around the questions: is the recession risk off, the internal battle for Fed Chair Powell’s job and the ramifications of “easy money” and a big win for A.I. in court that makes investing in it potentially more attractive. Plus, a great debate over do you need a wealth manager versus doing everything on your own? It’s a conversation you don’t want to miss.
Key Takeaways:
- Why the S&P is at a Record High
- How to Know if We’ve Avoided Recession and Stagflation
- The Risks that Come with Rate Cuts and Easy Money
- How Wealth Managers Make You More Money Than They Cost You
Get Peter and Andey’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Bleakley Financial on the form.
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Chapters
2:15 Boockvar: Why the S&P is at a Near Record High
4:20 Rally Isn’t Because of Great Economic Data
5:05 Don’t Try to Time the Market and Opportunities
6:35 Boockvar: How to Know if we Have Avoided Recession/Stagflation
9:15 Fed Chair Jerome Powell’s Testimony to Congress and the Fed Governor’s Revolts
11:35 The Pros and Cons of Rate Cuts
13:40 Big Win for A.I. and for A.I. Investors
16:25 Should Your Portfolio Lean Into A.I. — and a deep dive into Amazon, Google
20:00 Do You Really Need a Wealth Manager—a Debate
20:56 If Index Funds Outperform Portfolio Managers Why Do I Need An Advisor? And the Difference Between Portfolio Managers and Wealth Managers
24:51 How Can a Wealth Manager Help Me During Big Life Changes Like Divorce
27:50 How Can You Find a Wealth Manager that is Right for You?
31:55 What to Watch for 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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