Rebecca Walzer

Rebecca Walzer, President of Walzer Wealth Management, shares her insights into investment strategies during turbulent political times. Tony Czuczka, Bloomberg News Weekend Editor, analyzes President-elect Trump's cabinet picks, focusing on the competition for Treasury Secretary. They discuss how these appointments could shape economic policy and market behavior. The conversation also covers long-term investment strategies, the electric vehicle market, and the implications of U.S.-China relations as the new administration takes shape.

Katia Dmitrieva, an Asia economy reporter for Bloomberg News, dives into South Korea's economic response to trade tensions and the recent rate cut by the Bank of Korea. She shares insights on how U.S. tariffs impact local industries. Joining her, Rebecca Walzer, President at Walser Wealth Management, discusses the repercussions of these tariffs on the broader market and the importance of adapting investment strategies. Together, they analyze the interconnectedness of geopolitical factors, including trade relations and the ongoing crisis in Ukraine.

Ecaterina Bigos, CIO for Asia Ex-Japan Core Investments at AXA Investment Managers, and Rebecca Walzer, President at Walzer Wealth Management, delve into the dynamic automotive sector, addressing the competitive race in electric vehicles. They dissect U.S.-China tariff implications and the contrasting recoveries in Japan and China. The duo shares their market predictions for 2024, analyzing the potential impact of political shifts and interest rates, while exploring investment strategies amidst economic uncertainties and technological optimism.