Go offline with the Player FM app!
Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!
Manage episode 483164670 series 2964597
With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner’s Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what’s really driving the markets and how disciplined investors should respond.
What you’ll learn:
- What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there’s no trade deal yet)
- Whether the Mag 7 comeback is sustainable or overhyped
- Why international and value stocks could outperform in 2025
- The smartest way to build a bond portfolio in today’s rate environment
- Where Bitcoin fits inside a diversified plan
- Why regular rebalancing beats market-timing every time
- Why small-cap stocks are lagging, and what that signals for the economy
Stay calm, stay disciplined, and make smarter moves in a headline-driven market.
Chapter:
02:09 - Markets Recover, But…?
05:47 - Inflation Surprise: What Does It Mean for Portfolios?
07:28 - Bonds in Focus: High-Quality or High-Yield?
11:47 - Private Credit: Hidden Yield or Hidden Danger?
12:30 - Magnificent Seven: Still a Buy After the Bounce?
15:16 - FOMO vs Discipline: When to Rebalance
19:29 - Bitcoin’s Role: Diversifier or Tech Proxy?
23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets
24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term?
28:07 - Viewer Question: How Do I Manage My Portfolio Right Now?
31:24 - Viewer Question: How Much To Set Aside If My Business Fails?
35:15 - The Big Three Next Week
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F6XMN0
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Markets #StockMarket #Tariffs #TechStocks #Bitcoin #Mag7 #BondMarket #PortfolioStrategy #FinancialPlanning #EconomicOutlook #SmartInvesting
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
1027 episodes
Manage episode 483164670 series 2964597
With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner’s Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what’s really driving the markets and how disciplined investors should respond.
What you’ll learn:
- What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there’s no trade deal yet)
- Whether the Mag 7 comeback is sustainable or overhyped
- Why international and value stocks could outperform in 2025
- The smartest way to build a bond portfolio in today’s rate environment
- Where Bitcoin fits inside a diversified plan
- Why regular rebalancing beats market-timing every time
- Why small-cap stocks are lagging, and what that signals for the economy
Stay calm, stay disciplined, and make smarter moves in a headline-driven market.
Chapter:
02:09 - Markets Recover, But…?
05:47 - Inflation Surprise: What Does It Mean for Portfolios?
07:28 - Bonds in Focus: High-Quality or High-Yield?
11:47 - Private Credit: Hidden Yield or Hidden Danger?
12:30 - Magnificent Seven: Still a Buy After the Bounce?
15:16 - FOMO vs Discipline: When to Rebalance
19:29 - Bitcoin’s Role: Diversifier or Tech Proxy?
23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets
24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term?
28:07 - Viewer Question: How Do I Manage My Portfolio Right Now?
31:24 - Viewer Question: How Much To Set Aside If My Business Fails?
35:15 - The Big Three Next Week
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F6XMN0
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Markets #StockMarket #Tariffs #TechStocks #Bitcoin #Mag7 #BondMarket #PortfolioStrategy #FinancialPlanning #EconomicOutlook #SmartInvesting
________________________________________________________________________
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
1027 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.