WealthVest: The Weekly Bull & Bear

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Manoj Pradhan, Founder of Talking Heads Macroeconomics and author. They discuss demographics, Baumol’s cost disease, fiscal dominance, and the bind the Fed is in amid high debt and secular inflation. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial pr...

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim interviewed Danny Dayan, President of DSD Global Holdings, and author of Macro Musing. They discussed the ongoing strength of the economy, wage growth, financial conditions and inflation. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner t...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed Kevin Warsh's first meeting as Fed chairman, SpaceX's IPO, Anthropic disabling access to models, and the Iran deal. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technol...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed upcoming IPOs including Anthropic, the job market, manufacturing and Iran war developments. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income p...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss updates on the Iran war, PCE, dueling consumer confidence surveys, and Goldman Sachs's S&P price target. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, reti...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss bond yields, whether the Fed will raise rates in July, and the US/China meeting.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Sam Rahman, Portfolio Manager and Senior Equity Analyst at Hedgeye Asset Management. They discussed the momentum behind AI Capex, datacenters, the SAAS business model and the upcoming SpaceX IPO. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professi...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Jerome Powell's last FOMC meeting, consumer confidence, semiconductor earnings, inflation projections, and developments in the Iran War.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the labor market, the U.S. blockade on the Iranian blockade, gas prices and negative perceptions on A.I. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retireme...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed David Cervantes, founder and manager of Pinebrook Capital Management. They discussed the conflict in Iran's effect on oil markets, labor, productivity, the Fed, and AI.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner t...

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss a potential ceasefire with Iran, Gold and Silver, how central banks around the world can respond to the conflict, AI, and the credit markets.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by pr...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim welcome Patrick Kent, Portfolio Manager at Hedgeye Asset Management, to the show. They discussed Hedgeye’s investment philosophy, active ETF strategies, market regime shifts, and the importance of adaptive risk management in a rapidly changing macro environment. WealthVest is a leading wholesaler of fixed, fixed-indexed, and reg...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed John Roque, Head of Technical Analysis at 22V research. They discussed John's background, passive flows and fundamentals, technical investing and commodities. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Paul Sankey, lead analyst at Sankey Research. They discussed the oil market pre-Iran war, global demand, and the ramifications of the current conflict. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro. They discussed Bob's background, employment, inflation, growth and consumer demand. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-qu...

In this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim interviewed Aditya Bhave, Senior US Economist at Bank of America. They discussed the drivers of the economy in 2026, including fiscal stimulus, monetary policy and AI. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-qu...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss employment data, the global bond market, deficits, inflation, and critical mineral price floors. 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, resour...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the selloff in gold and silver, Kevin Warsh, and cryptocurrencies. 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 suppo...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the global realignment evident at Davos, small cap performance, consumption spending vs. AI investment, China's export growth and the prospect of a new government shutdown. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss developments around Greenland, comments at Davos, gold and the recent Peterson Institute's article on inflation. 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 t...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Aahan Menon, Founder of Prometheus Research. They discussed labor relative to nominal spending, inflation, consumer spending and 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 insur...

In this season premiere of WealthVest: The Weekly Bull, Dr. Jeffrey Roach presented his 2026 outlook for WealthVest. Tim and Jeff discussed equities, inflation, the USD, commodities, and potential externalities that might occur in 2026. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-qual...

In this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew interview Danny Dayan, discussing his macroeconomic overview, including demand, labor, inflation, the Fed, tariffs, and the dollar. 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. WealthVe...

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the December rate cut, equity forecasts, student loan payments and healthcare. 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 ma...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Kevin Hassett as potential Fed Chairman, the beige book, and employment. 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...