Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group).

Join us as we dive into:

1️⃣ Markets Reflecting Political Unpredictabillity: Tariffs, Interest Rates, Strong U.S. Dollar!

2️⃣ Gold at Record Highs Still Undervalued? Is Bitcoin Really Digital Gold?

3️⃣ Smart Investing Strategies & The 1930s Tariff Trade War Redux?

And much more!

🎯 What’s next for markets? Stay ahead of the latest trends, investment risks, and economic shifts with expert insights!

👉 Don’t forget to like, subscribe, and drop your questions in the comments!

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hhHDCh

Chapters:

03:07 - Interest Rates Are Falling—Why Aren’t Stocks Rising?

05:13 - Today’s Unpredictable Political Landscape

13:35 - Gold Overvalued? Bitcoin, NOT Digital Gold?

20:16 - Are We In a Trade War With China?

22:08 - Do Tariffs Change How People Should Invest?

24:27 - Could We Have a 1930s-Style Trade War Again?

27:04 - What to Watch Next Week: Where Do Tariffs Go

28:15 - What to Watch Next Week: Fed Chair Jay Powell Reports To Congress

29:17 - What to Watch Next Week: Keep Calm Despite Market Uncertainty

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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