David Mandelbaum

David Mandelbaum, a Portfolio Manager at Bleakley Financial Group and healthcare industry expert, joins the discussion. They analyze the surprising rally in the S&P 500 amidst economic uncertainty and rising inflation. Mandelbaum highlights an unexpected dip in the healthcare sector, presenting potential opportunities for investors. The team dives into the implications of a lawsuit against Capital One and emphasizes the importance of financial preparedness in natural disasters. Listeners gain valuable insights on market dynamics and investment strategies.

Peter Boockvar, Chief Investment Officer at 1.BFG Wealth Partners, and David Mandelbaum, Wealth and Portfolio Manager at OnePoint BFG, dive into the intricacies of the current overvalued market. They discuss warning signs of inflation and the hunt for investment bargains. The duo also explores the sagging healthcare sector, calling it an exciting opportunity, and tackles the reliability of economic data. Tune in for insights on tariffs affecting healthcare and strategies for navigating potential Federal Reserve rate cuts.

This week, Terri Kallsen chats with Andy Schwartz, a seasoned CFP and CEO of Bleakley Financial, and David Mandelbaum, a former healthcare attorney turned savvy portfolio manager. They delve into Nvidia's staggering market cap crossing $4 trillion and warn of the risks in today's overheated markets. The duo highlights healthcare as a hidden gem and discusses the implications of new tariffs on pharmaceuticals. They also share insights for retail investors contemplating private equity and dissect the recent chaos surrounding Tesla.