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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