Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by Terri Kallsen, CFP® of Rise Growth Partners, 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 AI Stocks Under Pressure – Is the AI rally at risk? DeepSeek’s new AI breakthrough is shaking up the industry, sparking concerns for Nvidia, Broadcom, and other AI leaders. Is this the start of a tech bubble burst?
2️⃣ The Fed vs. Trump & Tariff Turmoil – The Federal Reserve held rates steady, but will rising tariffs on Mexico & Canada spark inflation? What does this mean for interest rates and your portfolio?
3️⃣ The Case for Diversification – With AI stocks dominating global portfolios, is it time to rebalance? The Swiss National Bank & Norway’s Sovereign Wealth Fund have gone all-in on big tech—should you?
🎯 What’s next for markets? Stay ahead of the latest trends, investment risks, and economic shifts with expert insights!
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