105 episodes

Financial services industry veteran Rick Kundracik joins WBI Co-CEOs Matt Schreiber & Don Schreiber, Jr., to provide wealth-building insights that keep you on top of the markets.

Past performance does not guarantee future results. The views presented are those of podcast participants, and should not be construed as investment advice.
Important disclosures: http://bit.ly/2Co4ush

Bull | Bear Radio WBI

    • Business
    • 4.6 • 31 Ratings

Financial services industry veteran Rick Kundracik joins WBI Co-CEOs Matt Schreiber & Don Schreiber, Jr., to provide wealth-building insights that keep you on top of the markets.

Past performance does not guarantee future results. The views presented are those of podcast participants, and should not be construed as investment advice.
Important disclosures: http://bit.ly/2Co4ush

    Tax-Efficient Investing with PIMCO's Alan Trice (#102)

    Tax-Efficient Investing with PIMCO's Alan Trice (#102)

    With potential changes to tax laws on the horizon, Don Schreiber, Jr. of WBI and PIMCO's Alan Trice will discuss the tax advantages that municipal bonds and dividend income may provide investors with now and in the future. The panelists will also discuss the tax advantages ETFs can provide.

    • 40 min
    Let’s Talk Taxes & Markets! What We Think Investors Need to Know This Summer (#101)

    Let’s Talk Taxes & Markets! What We Think Investors Need to Know This Summer (#101)

    In this episode, Matt, Don & Rick take a look at the current tax situation and the proposed tax reform from the Biden administration. We also get their takes on fundamentals and what is happening in the markets.

    • 29 min
    It's Bull|Bear Radio Episode 100

    It's Bull|Bear Radio Episode 100

    Take a walk down memory lane as we remember the 10 best episodes so far. Since 2017, we've been all about have interesting and informative conversations about investing, the economy, and the financial services industry. Join us as we celebrate 100 episodes!

    • 32 min
    Will tax policy pour cold water on growth fueled by stimulus and infrastructure spending? (#99)

    Will tax policy pour cold water on growth fueled by stimulus and infrastructure spending? (#99)

    Rick, Don, and Matt discuss how raising taxes too soon may negate the positive effects of government spending. The team also discusses the recent fears by many of runaway inflation. This and more on this week's BBR.

    • 35 min
    Is the 60/40 portfolio dead? (#98)

    Is the 60/40 portfolio dead? (#98)

    Don, Rick, and Matt talk about the recent selloff and what it may mean for markets. The BRR team also discusses the dated concept of conservative, moderate, and aggressive risk classifications for clients. How can you do it better? The team shares their thoughts on the topic and so much more.

    • 26 min
    COVID-19: The State of the Economy and Corporate Earnings (#97)

    COVID-19: The State of the Economy and Corporate Earnings (#97)

    The team analyzes the most recent earnings season for the S&P 500 and Russell 2000. What does it mean for the economy on a go forward? Has the economy recovered from COVID-19? Do we need a $1.9 trillion stimulus package? Are stocks in a bubble? These questions and more are answered in this episode of Bull|Bear Radio.

    • 26 min

Customer Reviews

4.6 out of 5
31 Ratings

31 Ratings

CJTech15 ,

Informative and fun to listen to!

The podcast is a must every Friday.

Drdrool ,

Who is your targert audience?

You guys talk at that same time and interrrupt each other with "dude" "yo" "hashtag".
Talk about the market like the professional investors you are. Have fun but cut out the "noise" in the conversation.

If you, WBI, were researching the management of a potential investment would you invest with management that sounded like they are 19yo Lax-bros? I dont think your potential investor is inspired by your approach here. WBI is obviously a world-class investment firm, but this does not show it here.

TheBruce3 ,

fun

Fun to listen too. I wish they would talk about their own ETFs. Maybe that can’t because of regulations but their ETF is lagging the market by a lot and Id like to know why. If their explanation was good enough maybe Id use it.

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