WealthVest: The Weekly Bull & Bear

WealthVest
  • 5.0 (21)
  • Investing
  • Updated Biweekly

WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world.  Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest, LLC. is neither owned nor controlled by World Equity Group, Inc., WealthVest, LLC. and World Equity Group, Inc, are independent companies. Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219. None of WealthVest, WEG or ISC are affiliated through ownership or any other control relationship. Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy Hosted on Acast. See acast.com/privacy for more information.

  1. 1d ago

    S11E22: Manoj Pradhan, Founder of Talking Heads Macroeconomics

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Manoj Pradhan, Founder of Talking Heads Macroeconomics and author. They discuss demographics, Baumol’s cost disease, fiscal dominance, and the bind the Fed is in amid high debt and secular inflation. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    59 min

  2. Jun 26

    S11E21: Danny Dayan's June 2026 Macro Musings

    In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim interviewed Danny Dayan, President of DSD Global Holdings, and author of Macro Musing. They discussed the ongoing strength of the economy, wage growth, financial conditions and inflation. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    1h 9m

  3. Jun 18

    S11E20: SpaceX and a MOU

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed Kevin Warsh's first meeting as Fed chairman, SpaceX's IPO, Anthropic disabling access to models, and the Iran deal. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    35 min

  4. Jun 3

    S11E19: The Summer of IPOs

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed upcoming IPOs including Anthropic, the job market, manufacturing and Iran war developments. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    29 min

  5. May 28

    S11E18: Oil Off, PCE On Deck, and Dueling Confidence Gauges

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss updates on the Iran war, PCE, dueling consumer confidence surveys, and Goldman Sachs's S&P price target. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    24 min

  6. May 20

    S11E17: What is the Bond Market Telling Us?

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss bond yields, whether the Fed will raise rates in July, and the US/China meeting.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    28 min

  7. May 12

    S11E16: Sam Rahman, Hedgeye Asset Management, LLC.

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Sam Rahman, Portfolio Manager and Senior Equity Analyst at Hedgeye Asset Management. They discussed the momentum behind AI Capex, datacenters, the SAAS business model and the upcoming SpaceX IPO. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    47 min

  8. Apr 30

    S11E15: Jerome Powell's Final FOMC Meeting

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Jerome Powell's last FOMC meeting, consumer confidence, semiconductor earnings, inflation projections, and developments in the Iran War.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content. WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

    36 min
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About

WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world.  Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest, LLC. is neither owned nor controlled by World Equity Group, Inc., WealthVest, LLC. and World Equity Group, Inc, are independent companies. Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219. None of WealthVest, WEG or ISC are affiliated through ownership or any other control relationship. Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy Hosted on Acast. See acast.com/privacy for more information.

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