WealthVest: The Weekly Bull & Bear

WealthVest
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  • UPDATED BIWEEKLY
WealthVest: The Weekly Bull & Bear

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.

  1. 1 DAY AGO

    S9E35: Adam Parker, Trivariate Research founder and CEO

    In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew interview Adam Parker, founder and CEO of Trivariate Research. They discuss the bull and bear case for equities, ten-year treasuries, large-cap vs. small-cap stocks, valuations, and Trivariate's unique offerings. WealthVest – based in Bozeman, MT– 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.

    51 min

  2. NOV 13

    S9E34: The Trump Trade

    In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss the "Trump trade", tariffs, immigration, and early cabinet picks. WealthVest – based in Bozeman, MT– 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.

    24 min

  3. NOV 4

    S9E33: $100 trillion in global debt

    In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss the recent GDP report, earnings growth, global public debt, and whether the U.S. will be more pro-crypto after the election. WealthVest – based in Bozeman, MT– 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.

    26 min

  4. OCT 18

    S9E32: Small Caps and Sovereign Wealth Funds

    In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss small-cap stocks, whether we hit our inflation target, thoughts on a U.S. sovereign wealth fund, and oil prices in light of an expected Israeli strike on Iran. WealthVest – based in Bozeman, MT– 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.

    27 min

  5. OCT 8

    S9E31: What if the Ayatollah has no clothes?

    In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Jerome Powell's comments, substantial employment numbers, the port strike, and how an emerging Israel—Iran conflict can affect crude prices.  WealthVest – based in Bozeman, MT– 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

  6. OCT 1

    S9E30: "China Week" in the Hill

    In this week of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss rising treasuries, PCE, a series of bills passed against China, and the stopgap spending measure. WealthVest – based in Bozeman, MT– 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

  7. SEP 20

    S9E29: September Rate Cut

    In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discuss the Fed's rate cut, how stocks perform after a rate cut, US mortgage rates, energy, and the presidential race. WealthVest – based in Bozeman, MT– 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

  8. SEP 9

    S9E28: JOLTS report and August unemployment

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss employment, the last trading days of the quarter, US manufacturing, and oil prices. WealthVest – based in Bozeman, MT– 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
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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. Hosted on Acast. See acast.com/privacy for more information.

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