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:

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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