S9E14: GDP deceleration
WealthVest: The Weekly Bull & Bear
by WealthVest
4d ago
In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discussed the most recent GDP report, Jaime Dimon's comments on the 1970s, value stocks, and recent developments in U.S.-China relations.  WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement th ..read more
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S9E13: Second interview with George Robertson
WealthVest: The Weekly Bull & Bear
by WealthVest
1w ago
George Robertson is on as a repeat guest in this episode of WealthVest: The Weekly Bull & Bear. The discussion covers a wide range of topics, including Fed policy and relevance, MMT, consumer sentiment, and inflation's effect on corporate profits. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professiona ..read more
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S9E12: Tesla Layoffs and Iran's Response
WealthVest: The Weekly Bull & Bear
by WealthVest
2w ago
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 ..read more
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S9E11: Q1 2024 Earnings and Inflation
WealthVest: The Weekly Bull & Bear
by WealthVest
3w ago
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the most recent inflation report, earnings season, jobs, oil prices, and the long-term decline of publicly listed companies. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their ..read more
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S9E10: Q1 2024 Recap
WealthVest: The Weekly Bull & Bear
by WealthVest
1M ago
In this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim discuss Q1 2024 equity performance, international exposure, U.S. manufacturing and increased productivity. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind. H ..read more
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S9E9: Upcoming Rate Cut Decision
WealthVest: The Weekly Bull & Bear
by WealthVest
1M ago
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Powell's comments on rate cuts, private sector job growth, the 10-year treasury and the developments in Congress. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best inte ..read more
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S9E8: Waller asks, "What's the rush?"
WealthVest: The Weekly Bull & Bear
by WealthVest
2M ago
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 retiremen ..read more
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S9E7: Dividends and Freight Inflation
WealthVest: The Weekly Bull & Bear
by WealthVest
2M ago
In 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 ..read more
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S9E6: January shows hot inflation
WealthVest: The Weekly Bull & Bear
by WealthVest
2M ago
In 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 ..read more
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S9E5: 2023 GDP and January Layoffs
WealthVest: The Weekly Bull & Bear
by WealthVest
3M ago
In this episode Drew and Tim discuss the GDP numbers, January layoffs, market concentration, the IMF upgrading their forecast and turmoil 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 Piero ..read more
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