168 episodes

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.

Hosted on Acast. See acast.com/privacy for more information.

WealthVest: The Weekly Bull & Bear WealthVest

    • Business
    • 5.0 • 20 Ratings

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.

Hosted on Acast. See acast.com/privacy for more information.

    S9E14: GDP deceleration

    S9E14: GDP deceleration

    In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discussed the most recent GDP report, Jaime Dimon's comments on the 1970s, value stocks, and recent developments in U.S.-China relations. 
    WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.
    Hosts: Drew Dokken, Tim Pierotti
    Album Artwork: Sam Yarborough
    Show Editing and Production: Tavin Davis
    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.

    • 19 min
    S9E13: Second interview with George Robertson

    S9E13: Second interview with George Robertson

    George Robertson is on as a repeat guest in this episode of WealthVest: The Weekly Bull & Bear. The discussion covers a wide range of topics, including Fed policy and relevance, MMT, consumer sentiment, and inflation's effect on corporate profits.
    WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.
    Hosts: Drew Dokken, Tim Pierotti
    Album Artwork: Sam Yarborough
    Show Editing and Production: Tavin Davis
    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.

    • 58 min
    S9E12: Tesla Layoffs and Iran's Response

    S9E12: Tesla Layoffs and Iran's Response

    In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss future Fed rate cuts, Tesla layoffs, copper prices and Iran's attack on Israel.
    WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.
    Hosts: Drew Dokken, Tim Pierotti
    Album Artwork: Sam Yarborough
    Show Editing and Production: Tavin Davis
    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.

    • 22 min
    S9E11: Q1 2024 Earnings and Inflation

    S9E11: Q1 2024 Earnings and Inflation

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the most recent inflation report, earnings season, jobs, oil prices, and the long-term decline of publicly listed companies.
    WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.
    Hosts: Drew Dokken, Tim Pierotti
    Album Artwork: Sam Yarborough
    Show Editing and Production: Tavin Davis
    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.

    • 20 min
    S9E10: Q1 2024 Recap

    S9E10: Q1 2024 Recap

    In this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim discuss Q1 2024 equity performance, international exposure, U.S. manufacturing and increased productivity.

    WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.
    Hosts: Drew Dokken, Tim Pierotti
    Album Artwork: Sam Yarborough
    Show Editing and Production: Tavin Davis
    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.

    • 18 min
    S9E9: Upcoming Rate Cut Decision

    S9E9: Upcoming Rate Cut Decision

    In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Powell's comments on rate cuts, private sector job growth, the 10-year treasury and the developments in Congress.

    WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.
    Hosts: Drew Dokken, Tim Pierotti
    Album Artwork: Sam Yarborough
    Show Editing and Production: Tavin Davis
    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.

    • 21 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Seth Halpern ,

So informative!

These guys are awesome. I love their focus areas and they make everything approachable. Highly recommend!

Haley Walraven ,

Highly recommend

I love this podcast, I’m always on the lookout for new episodes. Highly recommend subscribing and learning from these guys!

Lester Keizer ,

Must listen

Interesting and Informative stuff.
Keep up the great work
Lester Keizer
CEO
Business Continuity Technologies

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