Wealthion - Be Financially Resilient

Volatility! What Investors Must Know & Do Now | ft. Benjamin Wallace & Todd Hermann | Rise UP!

Apr 11, 2025
Guest
Benjamin Wallace
In this insightful discussion, Benjamin Wallace, a CFA at Grimes & Company, joins financial experts Todd Herman and Terri Kallsen. They delve into the turmoil of today’s investment landscape, spotlighting the jaw-dropping spike in U.S. Treasury yields and the chaos driven by tariff uncertainties. Listeners learn critical strategies to maintain focus amidst market swings, the top mistake investors make in volatile times, and how to assess the effectiveness of financial advisors. Their guidance is a must for anyone looking to navigate this economic storm.
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INSIGHT

Unusual Bond Market Behavior

  • The US Treasury market experienced a significant three-day spike in yields, the largest since 2001.
  • This unusual market behavior, where bond yields rise during a stock market sell-off, suggests a loss of confidence in the US Treasury market.
INSIGHT

U.S. and Free Trade

  • The U.S. role as a champion of free trade is being questioned due to recent tariff policies, reaching levels not seen since the 1930s.
  • This shift makes investors unsure about the U.S.'s future role in global trade.
INSIGHT

Uncertainty and Policy

  • Uncertainty is currently very high.
  • This uncertainty stems from recent policy changes and erratic behavior, making it difficult to predict future outcomes.
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