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WealthVest: The Weekly Bull & Bear
WealthVest
228 episodes
21 hours ago

WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. 


Listen in as we analyze these developments and shine a light on the events that matter to us.




Disclosures:

Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest. Inc. is neither owned nor controlled by World Equity Group, Inc., WealthVest, Inc. and World Equity Group, Inc, are independent companies.


Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219.


None of WealthVest, WEG or ISC are affiliated through ownership or any other control relationship.


Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy


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

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Investing
Business,
News,
Business News,
News Commentary
RSS
All content for WealthVest: The Weekly Bull & Bear is the property of WealthVest and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. 


Listen in as we analyze these developments and shine a light on the events that matter to us.




Disclosures:

Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest. Inc. is neither owned nor controlled by World Equity Group, Inc., WealthVest, Inc. and World Equity Group, Inc, are independent companies.


Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219.


None of WealthVest, WEG or ISC are affiliated through ownership or any other control relationship.


Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy


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

Show more...
Investing
Business,
News,
Business News,
News Commentary
Episodes (20/228)
WealthVest: The Weekly Bull & Bear
S10E37: David Cervantes talks 2026 outlook

In this episode of WealthVest:The Weekly Bull&Bear, Drew and Tim interviewed David Cervantes, Founder of Pine Brook Capital. They discussed David's success on Substack, his outlook for 2026, valuations, AI, the U.S. dollar, and the bond market. 


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.

Show more...
21 hours ago
53 minutes 38 seconds

WealthVest: The Weekly Bull & Bear
S10E36: Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares. They discuss what asset-based finance is, its evolution in the space, and the broader market, as well as the promote giving initiative.


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.

Show more...
1 week ago
53 minutes 24 seconds

WealthVest: The Weekly Bull & Bear
S10E35: Credit 'cockroaches'

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the shutdown, China-US trade tensions, private credit and the Fed's next meeting.



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.

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3 weeks ago
28 minutes 38 seconds

WealthVest: The Weekly Bull & Bear
S10E34: Michael Green, Chief Strategist at Simplify Asset Management

In this episode, Michael Green, Chief Strategist at Simplify Asset Management, joined Tim and Drew. They discussed Michael's background, distortions caused by passive investing, the labor market, and the K-Shaped recovery. 


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.

Show more...
4 weeks ago
56 minutes 40 seconds

WealthVest: The Weekly Bull & Bear
S10E33: Shutdown and Gold Bugs

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the government shutdown, the missing jobs report, gold and the ceasefire between Israel and Hamas.


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.

Show more...
1 month ago
28 minutes 33 seconds

WealthVest: The Weekly Bull & Bear
S10E32: The Fed cuts and dot plots

In 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 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.


Securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219.


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

Show more...
1 month ago
27 minutes 30 seconds

WealthVest: The Weekly Bull & Bear
S10E31: Job revisions, confidence, and rate cuts

In 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 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.


Securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219.


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

Show more...
2 months ago
20 minutes 19 seconds

WealthVest: The Weekly Bull & Bear
S10E30: Appeals court strikes down tariffs

In 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 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.

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2 months ago
26 minutes 15 seconds

WealthVest: The Weekly Bull & Bear
S10E29: Craig Shapiro of the Bear Traps Report

In this episode of WealthVest: The Weekly Bull&Bear, Tim welcomes guest Craig Shapiro of the Bear Traps Report to discuss commodity cycles, inflation pressures, the role of the U.S. Dollar, and shifting monetary policy.



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.

Show more...
2 months ago
44 minutes 45 seconds

WealthVest: The Weekly Bull & Bear
S10E28: Jackson Hole 2025

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed Jackson Hole, China's lost decade, Intel, and Russia-Ukraine negotiations.



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.

Show more...
2 months ago
30 minutes 8 seconds

WealthVest: The Weekly Bull & Bear
S10E27: July's inflation and Christopher Waller

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent inflation report, Citigroup's bullish outlook for 2026, Christopher Waller as the potential new chairman of the Fed, and the recent Nvidia deal.



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.

Show more...
3 months ago
24 minutes 33 seconds

WealthVest: The Weekly Bull & Bear
S10E26: Big BLS Revisions

In this episode of WealthVest:The Weekly Bull & Bear, Drew and Tim discuss Mag7 earnings, the recent jobs report, a weakening housing market, and tariff developments.



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.

Show more...
3 months ago
25 minutes 6 seconds

WealthVest: The Weekly Bull & Bear
S10E25: Q2 2025 GDP

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss this week's GDP data and what's to come, the EU-US trade deal, China-US negotiations and why a weak housing market could be helping the economy.


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.

Show more...
3 months ago
24 minutes 15 seconds

WealthVest: The Weekly Bull & Bear
S10E24: Earnings Season and Mineral Deals

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss soft data, retail investing, earnings season and rare minerals.



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.

Show more...
3 months ago
26 minutes 30 seconds

WealthVest: The Weekly Bull & Bear
S10E23: Powell Under Pressure

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the rumors surrounding President Trump firing Chairman Jerome Powell, the recent inflation data, the newest round of tariffs and sovereign AI.



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.

Show more...
3 months ago
20 minutes 53 seconds

WealthVest: The Weekly Bull & Bear
S10E22: Christopher Clarke, Assistant Professor of Economics at Washington State University

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Dr. Christopher Clarke, Assistant Professor of Economics at Washington State University. They discussed reasons to be optimistic about the economy, the passage of the OBBB, deficit spending, the future of AI on productivity, and global trade. 



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.

Show more...
4 months ago
1 hour 51 seconds

WealthVest: The Weekly Bull & Bear
S10E21: Ceasefire


In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the U.S. strikes on Iran and the current ceasefire, developments on the BBB, the weakening USD and the credit cycle.


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.

Show more...
4 months ago
24 minutes 32 seconds

WealthVest: The Weekly Bull & Bear
S10E20: Israel, Iran, and Oil

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss recent inflation data and Fed policy, CEO expectations of a recession, the emerging Israel-Iran conflict, and the current state of China's property market.




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.

Show more...
4 months ago
24 minutes 43 seconds

WealthVest: The Weekly Bull & Bear
S10E19: Apple in China

In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss the Ukraine drone strike, the appeals court reinstating tariffs, the TACO trade, defensive stocks, and Apple in China.


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.

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5 months ago
28 minutes 36 seconds

WealthVest: The Weekly Bull & Bear
S10E18: Housing and the Big, Beautiful Bill

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss consumer confidence, core capital orders, home prices and the budget reconciliation bill.




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.

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5 months ago
25 minutes 39 seconds

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.




Disclosures:

Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest. Inc. is neither owned nor controlled by World Equity Group, Inc., WealthVest, Inc. and World Equity Group, Inc, are independent companies.


Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219.


None of WealthVest, WEG or ISC are affiliated through ownership or any other control relationship.


Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy


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