Mar 01 2025 48 mins 52
Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, 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 Market Volatility Spikes: The tariff-driven turmoil is reshaping market dynamics. How should investors navigate rising uncertainty?
2️⃣ End of the AI Tech Trade?: Could we be witnessing a fundamental shift away from the dominant "Magnificent Seven" stocks toward more value-driven investments?
3️⃣ Crypto’s Risk Reality Check: Bitcoin’s recent slide highlights key risks investors must know. Is crypto still worth the gamble?
Plus much more!
🎯 Don't miss this expert breakdown—get clarity and insights to make smarter investment decisions in today's challenging market environment.
👉 Don’t forget to like, subscribe, and drop your questions in the comments!
Chapters:
2:44 - S&P Shake-Up: Navigating Market Volatility
7:13 - Tariff Tensions: Navigating Market Uncertainty
9:54 - Wealth Divide: Unpacking the Spending Power
11:38 - Bitcoin Breakdown: Debunking Digital Gold
14:32 - Crypto Allocation: Balancing Risk and Reward
15:58 - Stable Coin Showdown: The Future of Digital Dollars
17:54 - Green Card Gamble: The $5 Million Question
22:36 - Opportunity Amid Uncertainty: Finding Investment Upside
24:54 - Men or Women: Who Leads Financial Decisions?
27:55 - Money & Marriage: To Merge or Not to Merge?
30:18 - Living It Up or Saving Up? Balancing Life and Retirement
34:37 - Harmonizing Finances: Navigating Couples’ Conflicts
37:42 - Merging or Maintaining: Deciding on Joint Finances
40:09 - PCE Predictions: Gauging Fed Impact on Markets
41:57 - Weathering the Storm: Strategies for Volatile Markets
43:42 - DEI Debates: Activism, Consumer Power, and Corporate Strategy
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