Peter Boockvar, Chief Investment Officer at 1.BFG Wealth Partners, and David Mandelbaum, Wealth and Portfolio Manager at OnePoint BFG, dive into the intricacies of the current overvalued market. They discuss warning signs of inflation and the hunt for investment bargains. The duo also explores the sagging healthcare sector, calling it an exciting opportunity, and tackles the reliability of economic data. Tune in for insights on tariffs affecting healthcare and strategies for navigating potential Federal Reserve rate cuts.
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insights INSIGHT
Bifurcated Economy: Winners And Losers
The economy is highly bifurcated with pockets of strong spending and large areas under pressure.
High-income and AI-related capital spending remain robust while lower- and middle-income consumers feel cumulative inflation.
volunteer_activism ADVICE
Adjust Fixed Income Duration And Seek Alternatives
Rethink duration in fixed income and consider locking in moderate term yields.
Explore alternatives like private credit, real estate, and floating-rate preferreds to supplement traditional treasuries and corporates.
insights INSIGHT
Fed Cuts Might Not Lower Long-Term Rates
Markets price aggressive Fed cuts into the short end, but long-term yields may rise if cuts occur.
Rising long rates could offset short-rate easing and affect borrowers like prospective mortgage buyers.
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In a special edition of Rise UP! OnePoint BFG CIO Peter Boockvar leads a lively conversation covering inflation warnings, stock valuations and where the bargains are, and why a sagging healthcare sector is actually exciting. Joined by OnePoint CEO Andy Schwartz and Wealth and Portfolio Manager David Mandelbaum, the team also deep dives into whether or not the U.S. has a data reporting problem and how to fix it, tariffs and their effects and the chances of a Fed cut come September and how it affects portfolio planning.
Get Peter, Andy and David’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select One Point BFG on the form.
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Chapters:
00:41 - What Would a Cut in Rates Mean for Those with Fixed Income Portfolios?
6:03 - How Tariffs Would Impact Healthcare and Medical Supplies
9:38 - How to Invest in a Time of High Valuations
14:28 - Do We Have a Data Problem?
18:48 - What Are the Pros and Cons of Capturing Jobs Data on a Quarterly Basis?
21:06 - Investing in the Healthcare Sector
28:20 - What to Watch Next Week
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