Wealthion - Be Financially Resilient

This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!

9 snips
Feb 8, 2025
Guest
Andy Schwartz
Join Andy Schwartz, a Managing Partner at Bleakley Financial Group, and Peter Boockvar, its CIO, as they dive into the unpredictable impact of political events on market volatility. They discuss gold’s surprisingly stable position as a reserve asset against the backdrop of a strong dollar and rising interest rates. The duo also dissects the complexities of tariffs, drawing parallels to historical trade wars, while weighing in on smart investing strategies amidst today’s market dynamics. Tune in for valuable insights!
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INSIGHT

Market's Unusual Response to Lower Interest Rates

  • Lower interest rates typically correlate with higher markets, but this isn't happening currently.
  • This unusual market behavior might be due to several factors.
INSIGHT

Tariffs and Market Response

  • Tariffs might be influencing the market's unusual response to lower interest rates.
  • Rising inflation expectations accompanying falling long-term rates point towards this.
ANECDOTE

Bitcoin in El Salvador

  • Joe Duran recounts his experience in El Salvador, observing the impacts of Bitcoin.
  • He learned about its limitations firsthand, especially its volatility and lack of widespread acceptance.
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