Shows
WealthVest: The Weekly Bull & BearS10E32: The Fed cuts and dot plotsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Fed rate cut, broad economic indicators, the Trump administration's proposal on earnings season, and the possibility of a government shutdown. 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 PierottiAlbu...
2025-09-1927 minWealthVest: The Weekly Bull & BearS10E31: Job revisions, confidence, and rate cutsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent PPI and CPI numbers, job growth revisions, worker confidence and the potential of a 50 bp cut. 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 PierottiAlb...
2025-09-1220 minWealthVest: The Weekly Bull & BearS10E30: Appeals court strikes down tariffsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent GDP numbers, the JOLTS and ADP jobs data, the manufacturing sector, and a federal appeals court ruling on tariffs.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 P...
2025-09-0526 minWealthVest: The Weekly Bull & BearS9E28: JOLTS report and August unemploymentIn 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 PierottiAlbum Artwork: Sam Yarborough...
2024-09-0919 minWealthVest: The Weekly Bull & BearS9E26: Jerome's in Jackson In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discuss the Jackson Hole Economic Symposium, current spreads, Goldman Sachs recession odds, and earnings calls mentioning a recession.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 PierottiAlbum...
2024-08-2216 minWealthVest: The Weekly Bull & BearS9E25: A Tonal ShiftIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss new data on consumer spending and inflation, housing developments, JPMorgan recession odds, the yen carry trade, the New York Fed inflation outlook, and Dr. Col Jeff McCausland's insights on geopolitical risks. 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...
2024-08-1623 minWealthVest: The Weekly Bull & BearS9E24: July UnemploymentIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the unemployment numbers, consumer confidence, China's stimulus, and Jerome Powell's future. 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 PierottiAlbum Artwork: Sam YarboroughShow...
2024-08-0522 minWealthVest: The Weekly Bull & BearS9E23: Reasons for July 23rds sell-offIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss reasons for last week's sell-off, auto earnings, the job market, and Kamala Harris at the top of the Democratic ticket. 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 Piero...
2024-07-2924 minWealthVest: The Weekly Bull & BearS9E22: September rate cuts and J.D. VanceIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the IMF's outlook on inflation, a likely rate cut in September, passive flows and J.D. Vance's nomination as vice president.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 P...
2024-07-1821 minWealthVest: The Weekly Bull & BearS9E21: Cooling inflation and post-debate turmoilIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss cooling inflation and jobs, a potential gold rally and the post-debate turmoil that is shaping 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 PierottiAlbum...
2024-07-1218 minWealthVest: The Weekly Bull & BearS9E20: Stocks after a rate cutIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss stock performance after a rate cut, the SAHM rule, the CBOs updated deficit forecast and elections in Europe. 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 PierottiAlb...
2024-06-2623 minWealthVest: The Weekly Bull & BearS9E19: AI and IPOsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the most recent inflation report and Fed Chair Jerome Powell's comments, Nvidia, a lack of IPOs amongst AI companies and whether increased data centers will result in more nuclear reactors. 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.
2024-06-1318 minWealthVest: The Weekly Bull & BearS9E18: Hedge Funds and the Mag 7In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss hedge fund exposure to the magnificent 7, job openings, wage growth for job switchers, and updated GDP forecasts. 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 PierottiAlbum Artwork: Sam Yarbor...
2024-06-0715 minWealthVest: The Weekly Bull & BearS9E17: The Bond Vigilantes Are ComingIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Tim's most recent article, " The Vigilantes are Coming Someday." They also discuss global debt levels, improving consumer sentiment, baby boomer spending, and O.P.E.C.'s inability to enforce production cuts. 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...
2024-05-3124 minWealthVest: The Weekly Bull & BearS9E16: The return of the start-upIn this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss the most recent inflation report, consumer sentiment, how many rate cuts are currently priced in, and the state of start-ups in the United States. 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: D...
2024-05-1619 minWealthVest: The Weekly Bull & BearS9E15: May relief rallyIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Tim's most recent blog on the oil market, jobless claims, AI's impacts on energy demand, and institutional buyers' effect on housing affordability. 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 D...
2024-05-0825 minWealthVest: The Weekly Bull & BearS9E14: GDP decelerationIn 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...
2024-05-0119 minWealthVest: The Weekly Bull & BearS9E13: Second interview with George RobertsonGeorge 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.H...
2024-04-2658 minWealthVest: The Weekly Bull & BearS9E12: 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 PierottiAlbum Artwork: Sam Yarbo...
2024-04-1722 minWealthVest: The Weekly Bull & BearS9E11: Q1 2024 Earnings and InflationIn 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 Dokke...
2024-04-1120 minWealthVest: The Weekly Bull & BearS9E10: Q1 2024 RecapIn 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 PierottiAlbum Artwork: Sam Y...
2024-04-0418 minWealthVest: The Weekly Bull & BearS9E9: Upcoming Rate Cut DecisionIn 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 P...
2024-03-1821 minWealthVest: The Weekly Bull & BearS9E8: Waller asks, "What's the rush?"In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Federal Reserve Gov. Christopher Waller's statements on rate cuts, the risk of a second wave of inflation, U.S. home sales and tech layoffs. 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.Hos...
2024-02-2821 minWealthVest: The Weekly Bull & BearS9E7: Dividends and Freight InflationIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss retail sales, dividends, freight inflation and varying views on China's economic trajectory. 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 PierottiAlbum Artwork: Sam Yarborough...
2024-02-2320 minWealthVest: The Weekly Bull & BearS9E6: January shows hot inflationIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss January's CPI results, an upcoming decade of debt, the budget deficit over the year, oil, and Tim's most recent blog, " Einhorn's epiphany."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...
2024-02-1615 minWealthVest: The Weekly Bull & BearS9E4: Banks Revise 2024 ForecastsIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the upcoming GDP and PCE report, bank forecasts for 2024, the IMF's report on the impact of the Fed rate hikes and election developments. 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.
2024-01-2625 minWealthVest: The Weekly Bull & BearS8E37: Interview with Marc Zabicki, CIO and Director of Research at LPL FinancialIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim interviewed Marc Zabicki, CIO and Director of Research at LPL Financial. They discussed 2024 predictions, earnings growth, valuations, near shoring, the Fed and political risk. 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...
2023-12-1532 minWealthVest: The Weekly Bull & BearS8E34: Slow Retail Coming into ThanksgivingIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss November retail sales, the magnificent 7 in 2024, U.S. crude, increased de-dollarization around the world, and the U.S.- China talks. 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 Dokke...
2023-11-2219 minWealthVest: The Weekly Bull & BearS8E33: The Stock Market Loves October's CPI In this week of WealthVest: The Weekly Bull & Bear Tim and Drew discuss the CPI report, consumer sentiment, consumer spending, gas prices and Moody's outlook. 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 PierottiAlbum...
2023-11-1721 minWealthVest: The Weekly Bull & BearS8E32: Bear market rally or sustained upswing?In this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew discuss non-farm payrolls, labor costs, whether we are in a bear market rally or a sustained upswing, technical indicators and the recent elections. 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...
2023-11-0922 minWealthVest: The Weekly Bull & BearS8E31: October PCE and GDPIn this episode of WealthVest: The Weekly Bull & Bear Tim and Drew discuss inflation and consumer spending, US GDP, the auto strikes and developments in the Israel- Gaza conflict. 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 Piero...
2023-11-0317 minWealthVest: The Weekly Bull & BearS8E30: Adam Parker, CEO and Founder of Trivariate ResearchIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Adam Parker, CEO and founder of Trivariate Research. They discuss Adam's history in the industry, the changes in sell-side research and independent research, Trivariate's unique value proposition, valuations, energy, and secular inflation. 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...
2023-10-2541 minWealthVest: The Weekly Bull & BearS8E29: September Retail SurgeIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the earnings reports so far, retail sales, US economic data, the odds of a year-end rally and the continued chaos in the House of Representatives. 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 mi...
2023-10-2019 min
WealthVest: The Weekly Bull & BearS8E28: Worst Attack Since the Yom Kippur WarIn this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim discuss the IMF's growth projections for the US, the housing industry's letter to Fed Chair Jerome Powell, and the attack on Israel and its ramifications for the world and the markets. 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...
2023-10-1217 min
WealthVest: The Weekly Bull & BearS8E27: Congressional Turmoil and Housing DownturnIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed Kevin McCarthy's ousting as speaker of the house, housing activity, a potential oil downturn and the World Bank getting a larger role. 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 mi...
2023-10-0620 minWealthVest: The Weekly Bull & BearS8E26: Fiscal Dominance with George RobertsonIn this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim interviewed George Robertson, who discussed his extensive background and history in Wall Street, along with some of the characters made famous by Michael Lewis's book Liar's Poker. George discussed his thoughts on fiscal dominance and the current role of the Fed. 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 prov...
2023-09-291h 00WealthVest: The Weekly Bull & BearS8E25: August Jobs and UnionizationIn this week of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the job report, the average "reservation wage" for new job seekers, the Cleveland Fed paper on wage inflation and the new NLRB rule on unionization. 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 mi...
2023-09-0619 minWealthVest: The Weekly Bull & BearS8E24: Retail Slump and Corporate ConsolidationIn this episode of WealthVest: The Weekly Bull &Bear, Drew and Tim discuss the meeting at Jackson Hole, U.S. retail sales, oil production and corporate consolidation. 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 PierottiAlb...
2023-09-0124 minWealthVest: The Weekly Bull & BearS8E23: Tech Pullback and Level Home PricesIn this episode of WealthVest: The Weekly Bull &Bear Drew and Tim discuss the tech stock pullback, sell-off in treasuries and Goldman Sachs prediction on home prices.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 PierottiAlb...
2023-08-2321 minWealthVest: The Weekly Bull & BearS8E22: Hot Strike SummerIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the July CPI report, Fed policy, the summer of strikes and how businesses perceive geo-political risks. 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 PierottiAlbum...
2023-08-1723 minWealthVest: The Weekly Bull & BearS8E21: Fitch DowngradeIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the Fitch downgrade, the most recent jobs report, vacancies and the construction industry. 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 PierottiAlbum...
2023-08-0917 minWealthVest: The Weekly Bull & BearS8E20: Oil Prices and Recent Home SalesIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed GDP in the 2nd quarter, pending home sales, oil prices and what a collapse of OPEC would look like. 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...
2023-08-0121 minWealthVest: The Weekly Bull & BearS8E18: Manufacturing Construction and Consumer ConfidenceIn this most recent episode of WealthVest: the Weekly Bull&Bear Drew and Tim discuss the ADP jobs report, consumer confidence, US factory activity and manufacturing construction. 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 PierottiAlb...
2023-07-1317 min
WealthVest: The Weekly Bull & BearS8E17: Corporate Defaults and Russia FalloutIn this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss corporate defaults, tech valuations, the annual BIS report and political turmoil in Russia following the Wagner group's march to Moscow. 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...
2023-06-2823 minWealthVest: The Weekly Bull & BearS8E16: Commodity SlowdownIn this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss credit card debt, oil prices, commodities and whether the wage- price spiral is scarier in theory than in practice. 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...
2023-06-2126 minWealthVest: The Weekly Bull & BearS8E15: Inflationary RespiteIn this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss the inflation report, jobless claims, the FTC blocking the Microsoft- Activision merger and the Euro-zone entering a recession. 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...
2023-06-2118 minWealthVest: The Weekly Bull & BearS8E14: Debt Ceiling DealIn this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discussed the details of the debt ceiling deal, Nvidia, U.S. business activity, the history of the 100th trading day of the year, energy investment and jobs. 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 inter...
2023-05-3023 minWealthVest: The Weekly Bull & BearS8E13: Homebuilder Sentiment and GoldIn this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss homebuilder sentiment, gold's popularity, Europe's decoupling from China and corporate debt levels across U.S. and Europe. 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 PierottiAlb...
2023-05-2431 minWealthVest: The Weekly Bull & BearS8E12: The case for 'flat and fat' equity returns In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the debt ceiling, why there is a lack of market volatility, inflation slowing and Goldman Sachs analysis on 6 Reasons for a‘ flat and fat’ equity range. 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...
2023-05-1623 minWealthVest: The Weekly Bull & BearS8E11: April Earnings and Expected Tax ReceiptsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed earnings season so far, April's PMIs, the approaching debt-ceiling deadline and U.S. vs. China monetary policy.*20:23- 20: 28 Azure and other cloud services revenue grew 27% 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 mi...
2023-04-2522 minWealthVest: The Weekly Bull & BearS8E10: Wholesale inflation and bank earningsIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss U.S. wholesale inflation, retail sales, bank earnings and the IMFs economic outlook. 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 PierottiAlbum Artwork: Sam Yarbo...
2023-04-1722 minWealthVest: The Weekly Bull & BearS8E9: March Jobs and Credit OutlookIn this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss jobs, credit outlook, risks in the non- banking sector and how US- China relations are affecting GDP output. 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...
2023-04-1216 minWealthVest: The Weekly Bull & BearS8E5: Housing Weakness and Brexit RegretsIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss America's property market, the OECD outlook, a surge in U.S. crude shipments to Europe, and current perceptions of Brexit in the UK. 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...
2023-03-1026 minWealthVest: The Weekly Bull & BearS8E2: The Debt CeilingIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss January's stock performance, where inflation is lingering, talks around the debt ceiling and economic performance around the globe. 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...
2023-02-0318 minWealthVest: The Weekly Bull & BearS8E1: Season 8 PremiereIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss what a soft landing would look like, different options for the Fed, which groups have benefited the most in the current wage/price spiral and how China's reopening has changed economic forecasts. 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 t...
2023-01-2422 minWealthVest: The Weekly Bull & BearS7E11: Rail Strike and Oil CapIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss payrolls and wages, 2023 predictions on the equity markets, the rail strike and the EU price cap on Russian oil. 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 Piero...
2022-12-0917 minWealthVest: The Weekly Bull & BearS7E9: November Update with Jonathan Golub and Tim PierottiIn this episode Drew interviewed Jonathan Golub, Head of US Equity Strategy and Quantitative Research at Credit Suisse and Tim Pierotti, Chief Investment Strategist at WealthVest. They discuss the earnings season, inflation, the long-term equity outlook, the job performance of the Fed and what impact if any the midterm will have on the stock market.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 profe...
2022-11-1439 minWealthVest: The Weekly Bull & BearS7E3: WealthVest- Drawing Capital September 2022In this episode of WealthVest: The Weekly Bull&Bear; Drew interviews WealthVest' s Chief Investment Strategist Tim Pierotti, and Sagar Joshi, Co- Founder and Managing Partner of Drawing Capital Group LLC. Delayed gratification in tech stocks, China's slowdown, economic nationalism and productivity are all discussed. 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 t...
2022-10-0545 minWealthVest: The Weekly Bull & BearS6E21: July Economic UpdateIn this episode of WealthVest: The Weekly Bull & Bear, Drew, Grant and Tim discuss jobless claims, commodity prices, the CHIPS bill and the bi-lateral relationship with China. 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, Grant CollinsAlbum Artwork: Sam Y...
2022-07-2921 minWealthVest: The Weekly Bull & BearS6E19: USD/ Euro ParityIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss job openings, oil prices, historical recessions compared to the tools we have today, and the strength of the US dollar. 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...
2022-07-1523 minWealthVest: The Weekly Bull & BearS6E18: Russian DefaultIn this episode of WealthVest The Weekly Bull&Bear Drew and Tim discuss the next 12 months of earnings, the amount of Americans living paycheck to paycheck, Bank stress tests, Wall Street layoffs and the Russian default. 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.
2022-07-0625 minWealthVest: The Weekly Bull & BearS6E17: Manufacturing and GDPNowIn this episode of WealthVest: The Weekly Bull & Bear, Drew, Grant and Tim discuss Powell's most recent comments, U.S. Manufacturing output, Atlanta Fed's GDPNow and an uptick in China's economic growth. 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...
2022-06-2425 minWealthVest: The Weekly Bull & BearS6E14: Oil Capex and TaiwanIn this episode of WealthVest: The Weekly Bull&Bear, Drew, Grant and Tim discuss oil prices relating to seasonality and capex, Ackman's comments on the Fed, Greg Jensen's views on stagflation, the American consumer, the divergence between the ECB and the Fed and President Biden's comments on Taiwan.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...
2022-06-0631 minWealthVest: The Weekly Bull & BearS6E13: McDonalds Leaves RussiaIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Grant discuss payroll growth, worker output, recent inflation news and companies who have left Russia. 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, Grant CollinsAlbum...
2022-06-0115 minWealthVest: The Weekly Bull & BearS6E12: Tim Pierotti GuestIn this episode of WealthVest: The Weekly Bull&Bear, Tim Pierotti comes back as a guest and discusses the GDP contraction, the job market, the Fed, fiscal policy and the prospect of stagflation. 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, Grant...
2022-05-1120 minWealthVest: The Weekly Bull & BearS6E9: Brainard's Comments In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss Lael Brainard's comments, the March job report, how households are adjusting to inflation, American concerns about a recession, the price of diesel, strategic oil reserves and the defense production act being invoked for EV battery materials. 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 provi...
2022-04-0828 minWealthVest: The Weekly Bull & BearS6E8: WealthVest/ Janus Henderson March 2022In this episode Matt Peron, Director of Research at Janus Henderson Investors, joined Drew and Grant to discuss the stock market for the rest of the year, the state of the economy, emerging market equities, oil prices, precious metals, inflation and whether or not younger investors will be more conservative.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 pr...
2022-04-0123 minWealthVest: The Weekly Bull & BearS6E5: WealthVest/ Drawing Capital February 2022In this episode of WealthVest: The Weekly Bull&Bear, Sean van der Wal and Sagar Joshi of Drawing Capital come back on the podcast. Topics including: Tech stocks, major technological trends, the metaverse, corporations creating their own cryptocurrencies, automation and what it means for the future of work, and how the U.S. is lagging behind China in the race to 5-g are all covered. 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...
2022-03-0228 minWealthVest: The Weekly Bull & BearS6E4: Ukraine and DisneyIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Grant discuss the crisis in Ukraine, a decline in Covid cases, Disney stock, Uber earnings, inflation, mortgage demand, consumer debt and government debt across the globe. 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.Hos...
2022-02-1819 minWealthVest: The Weekly Bull & BearS6E3: Solid Jobs Report and Meta Sell-OffIn this episode of WealthVest: The Weekly Bull&Bear; Drew and Grant discuss Ark Invest, Amazon's earnings, the jobs report, Facebook's drop, the European Central Bank's interest rate policy and some of the newly proposed SEC regulations. 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...
2022-02-1022 minWealthVest: The Weekly Bull & BearS6E2: Rebound WeekIn this episode of WealthVest: The Weekly Bull&Bear, Grant and Drew discuss recent earnings reports and stock movers, GDP growth, The IMF's forecast on the global economy, new faces at the Fed, the possibility of a half-point rate hike, the U.S. Innovation and Competition Act and how companies have been forced to adapt to attract workers. 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 mannagement support, and produ...
2022-02-0323 minWealthVest: The Weekly Bull & BearS6E1: WealthVest / Credit Suisse Season 6 PremiereIn the season 6 premiere of WealthVest: The Weekly Bull& Bear, Jonathan Golub, Chief U.S. Equity Strategist and Head of Quantitative Research at Credit Suisse joins Drew and Grant to discuss GDP forecasts, earnings season, unemployment, inflation, Fed policy coming into 2022 and the bond market. 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 predi...
2022-01-2225 minWealthVest: The Weekly Bull & BearS5E14: 2021 Wrap UpIn this final episode of 2021 for WealthVest: The Weekly Bull&Bear, Drew and Grant discuss Omicron, Mohammed El- Erian's statements on the Fed, inflation's threat to retirement plans and economic forecasts for 2022. 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...
2021-12-2116 minWealthVest: The Weekly Bull & BearS5E13: Why is it Harder to Measure Productivity?In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the omicron variant, productivity rates, why productivity is harder to analyze, the great resignation slow-down, a global comparison on the great resignation and the Fed's plans on tapering. 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...
2021-12-1321 minWealthVest: The Weekly Bull & BearS5E12: Omicron VariantIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the Omicron variant, Jerome Powell as Fed chairman, Lael Brainard as vice chairman, the global tax agreement, Europe's early-stage tech companies and oil reserves. 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...
2021-12-0325 minWealthVest: The Weekly Bull & BearS5E11: Travel Ban LiftedIn this most recent episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the lifting of the travel ban, lawsuits around the vaccine mandate , a strong jobs report, why yields fell despite a strong October jobs report, tech companies approaching a $3 trillion valuation, Ford stock, the bi-partisan infrastructure bill and OPEC members staying strong on production levels. 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 p...
2021-11-1821 minWealthVest: The Weekly Bull & BearS5E10: Vaccine Mandates and Manufacturing ActivityIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss Covid-19 vaccine mandate's, U.S. manufacturing activity, consumer confidence, how many Fed rate hikes the market has priced in, ESG funds and supply chain problems. 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 mi...
2021-11-0926 minWealthVest: The Weekly Bull & BearS5E9: The Great ResignationIn this episode of WealthVest: The Weekly Bull & Bear Drew and Grant discuss earnings season, GitLab's IPO, energy costs, Jamie Dimon's take on the pandemic, lost savings during Covid-19 and the " Great Resignation."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...
2021-11-0221 minWealthVest: The Weekly Bull & BearS5E8: WealthVest/ Drawing Capital October 2021In this episode of WealthVest: The Weekly Bull&Bear, Sean van der Wal and Sagar Joshi of Drawing Capital join Drew and Grant, to discuss their new business unit DC Ventures, IPOs, Facebook, cryptocurrency developments, Chinese equities, the debt ceiling and the potential of stagflation.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 predi...
2021-10-2130 minWealthVest: The Weekly Bull & BearS5E7: Merck to the RescueIn this episode of WealthVest: The Weekly Bull&Bear Drew and Grant discuss Merck's experimental pill, Pfizer's booster shot, 10-year treasury rates by years end, Costco and Nike warning of more inflation, dividend payouts, Michael Burry's subpoena and corporate debt levels. 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...
2021-10-1125 minWealthVest: The Weekly Bull & BearS5E6: EvergrandeIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Grant discuss Evergrande, the 50-day moving average, bargain stocks, homebuilder sentiment, British gas spikes, inflation mentions during earnings calls and the debt ceiling.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 Dokke...
2021-09-2819 minWealthVest: The Weekly Bull & BearS5E5: Warren Buffett Turns 91In this week of WealthVest: The Weekly Bull&Bear Drew and Grant discuss wage inflation, job openings, Berkshire Hathaway's shifting investments, Netflix, SEC plans to sue coinbase and a global tightening of monetary policy.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...
2021-09-2030 minWealthVest: The Weekly Bull & BearS5E4: FDA Approval and Used CarsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss U.S. unemployment, a potential reduction of bond purchases, business confidence, oil prices, used car sales and a new theory on day trading.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.
2021-09-0219 minWealthVest: The Weekly Bull & BearS5E3: Evictions and a Crypto billIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss 2021's big themes, a new crypto bill in congress, the debt ceiling, pending home sales dropping and Lael Brainard as potential Fed Chair.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.
2021-09-0223 minWealthVest: The Weekly Bull & BearS5E1: WealthVest/ Credit Suisse July 2021The first episode of season 5 features special guest Jonathan Golub, Managing Director and Chief U.S. Equity Strategist for Credit Suisse. Drew and Grant ask a series of questions and Jonathan gave his insights on inflation, growth and value stocks, why we are still seeing slack in the labor market and ESG fund performance. 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 pr...
2021-07-2133 minWealthVest: The Weekly Bull & BearS4E12: Investing in Space and a Hot Housing MarkerIn this most recent episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss IPOs, Ark Invest's new space exploration ETF, earnings reports, increasing consumer prices, the housing market and US- China economic forecasts. 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...
2021-04-2726 minWealthVest: The Weekly Bull & BearS4E11: WealthVest/ Drawing Capital: Bitcoin and SPACsIn this recent episode of WealthVest: The Weekly Bull&Bear, Sean Van Der Wal and Sagar Joshi managing partners at Drawing Capital, joined Drew and Grant to discuss tech stocks, crytpocurrencies and SPACs. Drawing Capital also writes a free weekly newsletter, which can be found at drawingcapital.substack.com. 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 profess...
2021-04-0233 minWealthVest: The Weekly Bull & BearS4E8: The market reacts to the stimulusIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the U.S. vaccine supply, February's job numbers, rebounding economic growth, the passage of the stimulus package and all it entails, the trade deficit and mortgage applications. Sources: https://www.npr.org/sections/coronavirus-live-updates/2021/03/02/973030394/biden-says-u-s-will-have-vaccine-supply-for-all-adults-by-may-prioritizes-teache https://www.cnbc.com/2021/03/05/job-growth-in-february-may-mark-the-start-of-a-hiring-boom-as-the-economy-reopens.html https://www.cnbc.com/2021/03/02/10percent-gdp-growth-the-us-economy-is-on-fire-and-is-about-to-get-stoked-even-more.html https://www.cnn.com/2021/03/05/politics/unemployment-benefits-senate-relief-package/index.html https://www.cnbc.com/2021/03/05/americans-angry-over-1400-dollar-stimulus-payment-eligibility-being-limited.html https://www.cnbc.com/2021/03/05/us-trade-deficit-january-2021...
2021-03-1019 minWealthVest: The Weekly Bull & BearS4E6: WealthVest/ Credit Suisse February 2021In this episode Jonathan Golub, Managing Director and Chief U.S. Equity Strategist for Credit Suisse, joins Drew and Grant to cover the market overview, the legislative environment in Washington D.C., inflation, growth and value stocks, as well as emerging markets. 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 t...
2021-03-0222 minWealthVest: The Weekly Bull & BearS4E5: WealthVest/ Drawing Capital- Round 2In this episode Sean van der Wal and Sagar Joshi, managing partners at Drawing Capital, joined Drew and Grant to discuss big tech's market capitalization, accelerated digitalization during the pandemic, precision public health (PPH), President Joe Biden's policies regarding rural broad band and other initiatives, net neutrality, social media platforms overseeing political content, Section 230 of the Communications Decency Act and China's crackdown on internet companies. To learn more about Drawing Capital's research and opinions, you can sign up for Drawing Capital's free weekly newsletter at drawingcapital.substack.com.Sources: 1. https://www.cnbc.c...
2021-02-1629 minWealthVest: The Weekly Bull & BearS3E8: Wrapping up 2020In the last WealthVest: The Weekly Bull & Bear episode of 2020, Drew and Grant discuss the market forecasts going into the holidays, the state of stimulus talks, Janet Yellen as Finance Secretary, GDP growth, jobless claims, unemployment benefits and strategists calling for more portfolio exposure to China. 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 pre...
2020-12-0523 minWealthVest: The Weekly Bull & BearS3E6: A Vaccine and Post-Election TakeIn this latest episode of WealthVest: The Weekly Bull&Bear S3E6 Drew and Grant discuss the Pfizer Covid-19 vaccine, stay at home stocks, the election, productivity, long- term unemployment and China's new trade deals. 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.
2020-11-1722 minWealthVest: The Weekly Bull & BearS3E4: Stimulus showdownIn this most recent episode of WealthVest: The Weekly Bull&Bear S3E4, Drew and Grant discuss the current stimulus negotiations, the Fed asking for help from congress, the U.S. trade deficit, the large amount of workers who will not get a raise in 2021, an increase in consumer spending and Social Security COLAs. 19:25: Democrats need to net 3 senate seats to get to 50 and 4 to get to 51 seats. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index...
2020-10-1621 minWealthVest: The Weekly Bull & BearS3E2: Apple, Tesla and the state of tradeDrew and Grant discuss Apple, Tesla, semiconductors, consumer sentiment, jobless claims and what a potential Joe Biden presidency might mean for trade in this recent episode of WealthVest: The Weekly Bull & Bear. * 2:20: "Amazon is in a rough news patch" should be " Apple is in a rough news patch." 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...
2020-09-3018 minWealthVest: The Weekly Bull & BearS3E1: Alexander Altmann, Head of Equity Trading Strategy at CitibankWealthVest: The Weekly Bull&Bear is back for season 3. In this episode Alex Altmann, Head of Equity Trading Strategy at Citibank joins us as a guest.Topics include the economic recovery, S&P 500® performance relative to other major benchmarks, and what sectors haveperformed well.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 pro...
2020-09-1517 minWealthVest: The Weekly Bull & BearS2E1: IPOs and Mario DraghiIn this episode Drew and Grant talk the most recent FED chatter, the problem tech IPOs are facing, global growth projections, declining stock buy-backs, the declining importance of inflation as a economic metric and reasons why economists are so bad at forecasting recessions.The LinkedIn webinar that was addressed in the podcast can be found here: pages.wealthvest.com/WVSM1021The article discussing the inaccuracy associated with economic forecasting can be found here: https://fivethirtyeight.com/features/economists-are-bad-at-predicting-recessions/WealthVest – based in Bozeman, MT, and San Francisco, CA – is a...
2019-10-3028 minWealthVest: The Weekly Bull & BearS2E0: Season 2 Trailer-Introducing Grant CollinsIn this trailer Grant Collins is introduced as a co-host of WealthVest: The Weekly Bull&Bear. Drew and Grant talk about the new operation and discuss what they will be covering in this second season of WealthVest: The Weekly Bull& Bear. 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...
2019-10-2504 minWealthVest: The Weekly Bull & BearS1E4: Rate Cuts on the HorizonIn this episode of WealthVest: The Weekly Bull & Bear Tim and Drew discuss the FED, dividends, consumer sentiment, the budget negotiations minimum wage policy, China’s slowdown, oil prices and the European Central Bank. *Clarification: 26:07 should have been stated as the 6-day war in 1967WealthVest – 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 profession...
2019-07-2733 minWealthVest: The Weekly Bull & BearS1E2: FED Easing?In this episode of WealthVest The Weekly Bull and Bear, Tim and Drew covered the potential of Fed easing, alongside subsequent moves in central banks across Europe and Asia. Business Investment and capital expenditures were covered. Tim and Drew discussed the ramifications of regulations concerning the tech industry. In terms of global events, Brexit, the crisis in Iran and its ramifications to international oil markets was also addressed. Jerome Powell’s position as head of the FED was also discussed. *Clarification: The Turkish elections discussed were relating to the mayoral election in Istanbul. While Recep Erdoğa...
2019-07-1829 minWealthVest: The Weekly Bull & BearS1E0: Meet Your Hosts Tim Pierotti & Drew DokkenIn this introductory episode Drew Dokken and Tim Pierotti unveil the topics and issues that will be covered in WealthVest: The Weekly Bull & Bear. There is a brief elaboration on international market trends, consumer fundamentals, and different demographic issues that will affect the stock market. The hosts address their background and what they hope the series will achieve.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 prod...
2019-05-3105 min