The Knives are Out for Powell! | Rise UP!

6 snips

Jun 27, 2025

Peter Boockvar, CIO of Bleakley Financial Group and market analysis guru, joins Andy Schwartz, CEO and certified financial planner, for an engaging discussion. They uncover why the S&P is hitting record highs despite economic uncertainty. The risks tied to rate cuts and easy money are dissected, as are the implications of a recent A.I. victory that may entice investors. They debate the value of wealth managers versus DIY approaches, revealing how professional guidance can potentially outweigh costs.

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INSIGHT

Market Rally Drivers

The recent stock market rally is not due to strong economic data but other factors like easing geopolitical tensions and AI sector gains.
Investor optimism is boosted by hints of future interest rate cuts by the Federal Reserve.

ADVICE

Avoid Market Timing

Avoid trying to time the market and instead maintain a diversified portfolio matching your liquidity needs and time horizon.
Consider sectors outside of US equities which might offer reasonable entry points even when indexes are high.

INSIGHT

Tariffs Impact Inflation & Growth

Tariffs cause uneven inflation by disrupting supply chains, potentially causing multi-year inflation impacts.
Economic growth is mixed, driven mostly by upper-income and AI-related spending, with caution advised on the economy's unevenness.

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In this week’s Rise UP! Host Terri Kallsen, Managing Partner of Rise Growth Partners is joined by Bleakley Financial CIO Peter Boockvar and CEO Andy Schwartz for a riveting conversation revolving around the questions: is the recession risk off, the internal battle for Fed Chair Powell’s job and the ramifications of “easy money” and a big win for A.I. in court that makes investing in it potentially more attractive. Plus, a great debate over do you need a wealth manager versus doing everything on your own? It’s a conversation you don’t want to miss.

Key Takeaways:

Why the S&P is at a Record High
How to Know if We’ve Avoided Recession and Stagflation
The Risks that Come with Rate Cuts and Easy Money
How Wealth Managers Make You More Money Than They Cost You

Get Peter and Andey’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Bleakley Financial on the form.

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Chapters

2:15 Boockvar: Why the S&P is at a Near Record High

4:20 Rally Isn’t Because of Great Economic Data

5:05 Don’t Try to Time the Market and Opportunities

6:35 Boockvar: How to Know if we Have Avoided Recession/Stagflation

9:15 Fed Chair Jerome Powell’s Testimony to Congress and the Fed Governor’s Revolts

11:35 The Pros and Cons of Rate Cuts

13:40 Big Win for A.I. and for A.I. Investors

16:25 Should Your Portfolio Lean Into A.I. — and a deep dive into Amazon, Google

20:00 Do You Really Need a Wealth Manager—a Debate

20:56 If Index Funds Outperform Portfolio Managers Why Do I Need An Advisor? And the Difference Between Portfolio Managers and Wealth Managers

24:51 How Can a Wealth Manager Help Me During Big Life Changes Like Divorce

27:50 How Can You Find a Wealth Manager that is Right for You?

31:55 What to Watch for Next Week

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