In this discussion, Alexis Miller, a Director of Investment Research, and David Mandelbaum, a Portfolio Manager at OnePoint BFG Wealth Partners, delve into pressing market issues. They analyze the fallout from Trump's firing of Fed Governor Lisa Cook and its implications for monetary policy. The talk shifts to Nvidia's mixed earnings amidst evolving AI dynamics and the recent steep tariffs on Indian goods that could disrupt global trade. Their insights highlight the importance of strategic portfolio management in an uncertain market.
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insights INSIGHT
Fed Independence Shapes Market Confidence
Removing a Fed governor before investigations conclude risks perceptions of political influence over monetary policy.
That perceived erosion of Fed independence can drive volatility and push money into gold and away from U.S. Treasuries.
insights INSIGHT
AI Leadership May Rotate From Hardware
NVIDIA's strong size and high expectations mean even modest slowing can shift market leadership.
AI adoption may continue, but winners could rotate from infrastructure to software, healthcare, and financials with clearer monetization paths.
volunteer_activism ADVICE
Rebalance To Reduce Concentration Risk
Rebalance if your equity allocation grew after the rally to avoid overweighting concentrated mega-cap names.
Consider diversifying into underrepresented sectors and non-correlated assets rather than market-timing.
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This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Alexis Miller, Director of Investment Research & Alternative Investments, and David Mandelbaum, Portfolio Manager and Wealth Management Advisor at OnePoint BFG Wealth Partners, to unpack the week’s biggest market stories. From Trump’s unprecedented firing of Fed Governor Lisa Cook, to Nvidia’s Q2 earnings and tepid forecasts, India’s steep 50% tariffs kicking in, and consumer confidence slipping in August, Alexis and David break down what these shifts mean for investors, portfolios, and the road ahead as we enter into a historically volatile period in markets.
Get Alexis and David’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form.
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