WealthVest: The Weekly Bull & Bear

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the recent AI repricing, what the Fed does in December, changing investor behavior, and why recessions have become increasingly rare. 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....

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 f...

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 specializin...

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...

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 insu...

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, re...

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 in...

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 to...

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. Wealth...

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...

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 manage...

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-...

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,...

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...

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,...

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 co...

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 marke...

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 provid...

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...

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 p...

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, pr...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Peter Boockvar, CIO of Bleakley Financial Group. They discussed earnings season, tariffs, secular inflation, the budget reconciliation bill, capital flight and potential geo-political risks. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed i...

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the Fed's recent rate decision, declining U.S. oil production, China's economic slowdown, and the emerging conflict between India and Pakistan.  WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality ins...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Gene Goldman, CFA. Gene is the Chief Investment Officer at Cetera Investment Management. This episode discussed Gene's market outlook, tariffs, market valuations, the reconciliation bill, employment expectations, and Gene's most out-of-consensus view.  WealthVest – based in Bozeman, MT– is a financial se...

In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim interview second-time guest David Cervantes, Founder of Pine Brook Capital Management. They discuss David’s updated thoughts on his US equity forecast, tariffs, the relationship between President Trump and the Fed, global equity performance, and the USD.  WealthVest – based in Bozeman, MT– is a financial services ma...