WealthVest: The Weekly Bull & Bear

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Anthropic IPO, The Fed's rate decision, the Mag7 correlation breakdown, and final thoughts on the midterms. 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 techn...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Fed, developed world debt, and 5 major questions facing AI. 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, practice manageme...

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim interviewed Bob Sheehan. They discussed Bob's data-driven approach, bond yields, AI's impact on equities, the job market, and affordability. 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 provi...

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed bond yields, proposals for global AI standards, a potential diesel export ban, and the U.N. General Assembly. 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 discuss the Fed's rate decision, an AI pullback, and the various conflicts causing oil to stay elevated. 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 incom...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss non-farm payrolls, political pressure on Fed Chair Kevin Warsh, Canada's tariff retaliation and China's property market reforms. 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 plann...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed consumer confidence, oil prices, new tariffs on Canada and the debasement trade returning. 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 pl...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed a potential Open AI IPO, global bond yields, efforts at yield stabilization and a possible capital gains tax exemption for home-sale profits. 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 providin...

In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discussed Nvidia’s proposed $500 billion financing platform for AI infrastructure, the CPI report, crude prices and strategic petroleum, and China's oil pricing power. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advi...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Strait of Hormuz, jobs, the Situational Awareness collapse, and China's AI advantage. 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 plann...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the resumption of the Iran conflict, new tariffs, the World Cup effect and the Fed's balance sheet. 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...

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...