Patrick Mueller says buckle up for a bumpy ride in the markets as trade talk and tariff uncertainty lingers. Despite a recent rally, he's rotating into safe-havens like gold and treasuries. Mueller also sees buying opportunities in beaten-down names like Tesla (TSLA), which he believes is undervalued. He's also bullish on value companies like Berkshire Hathaway (BRK/B) and likes silver due to its demand in the electric vehicle and solar panel space.