WealthVest: The Weekly Bull & Bear

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the market fallout from the "liberation day" announcement, negotiations with Europe and China, 4 scenarios for the S&P 500(R) , and whether we are beginning to see buyers' remorse on tariffs. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixe...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Dr. Wade Pfau, PhD, CFA, RICP®. Wade Pfau is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. They discussed Wade's academic and professional background, sustainable withdrawal rates, the global perspective of th...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Core Weave's IPO and IPO activity in 2025 in general, liberation day, Goldman Sachs updated S&P 500 forecast, and a flight to foreign equity markets.  WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-qua...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the market bounce back, what tariffs will be on April 2nd , housing stocks, consumer confidence, and Deutsche Bank's forecast on a recession this year.  WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quali...

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed the recent market sell-off, Nvidia, Tesla, and the U.S. strategic bitcoin reserve.   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, reso...

In this episode Drew and Tim discuss the recent sentiment surveys and market sell-off, inflation, the likelihood of a 3 peat of a 20%+ S&P 500 return this year, tariffs and the paradigm shift after President Zelenskyy went to the Whitehouse. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Rob Simone, former Head of REIT Research at Hedgeye.  They discussed Rob's career path, independent research vs sell-side research, the office space and back to the office initiatives, multi-family reits and hospital reits. WealthVest – based in Bozeman, MT– is a financial services marketing and distributio...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Dr. Jeff McCausland. Dr. McCausland is a retired US Army Colonel who formally served as the Dean of Academics at the US Army War College. They discussed the future of N.A.T.O, The Ukraine/ Russia war, the conflict in the Middle East and energy market disruptions, and China- Taiwan tensions. WealthVest – based in...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the January jobs report, the potential for rate cuts, an emerging trade war, and how the Chinese could retaliate.  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 pro...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Peter McNally, Global Head of Sector Analysts and Global Sector Lead at Third Bridge. They discussed the outlook for US and global oil production and demand, the outlook for natural gas, Saudi Arabia, OPEC, and geopolitical risks.  WealthVest – based in Bozeman, MT– is a financial services marketing and distr...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss how DeepSeek shocked the AI world, credit card delinquencies, mortgage rates, and Ray Dalio's comments at Davos.   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. WealthVes...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Danny Dayan, President of DSD Global Holdings. They discussed Danny's background, what's driving the economy, the lasting impacts of accumulated wealth, the duration of issuance, tariffs, and geopolitical risks.  WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specia...

In this premiere episode of season 10, Drew and Tim discussed the jobs report, the technology, healthcare, and energy sectors in 2025, and the incoming Trump administration's ability to reshape the Fed. They also framed the debate on various issues, including mortgage rates, bank lending, tariffs, valuations, AI, earnings, and geopolitics. WealthVest – based in Bozeman, MT– is a financial ser...

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss November's CPI, the Fed signaling slower rate cuts, the Mag7 in 2025, China's mixed economic data, drones, and developments in Syria. 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, Drew and Tim interviewed David Cervantes, founder and manager of Pinebrook Capital Management. They discussed David's background in Wall Street, the inflection of productivity growth, the labor market, the housing market and David's outlook for 2025. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed inde...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss earnings season, Tesla in 10 years, the Trump administration's new cabinet picks, and tariff updates. 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, r...

In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew interview Adam Parker, founder and CEO of Trivariate Research. They discuss the bull and bear case for equities, ten-year treasuries, large-cap vs. small-cap stocks, valuations, and Trivariate's unique offerings. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed...

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss the "Trump trade", tariffs, immigration, and early cabinet picks. 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 recent GDP report, earnings growth, global public debt, and whether the U.S. will be more pro-crypto after the election. 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...

In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss small-cap stocks, whether we hit our inflation target, thoughts on a U.S. sovereign wealth fund, and oil prices in light of an expected Israeli strike on Iran. 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 Jerome Powell's comments, substantial employment numbers, the port strike, and how an emerging Israel—Iran conflict can affect crude prices.  WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insura...

In this week of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss rising treasuries, PCE, a series of bills passed against China, and the stopgap spending measure. 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, resource...

In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discuss the Fed's rate cut, how stocks perform after a rate cut, US mortgage rates, energy, and the presidential race. 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...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss employment, the last trading days of the quarter, US manufacturing, and oil prices. 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, Drew and Tim discuss Nvidia earnings, Jackson Hole, mortgage applications, the USD, and Chinese corporate investment in the United States. 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 manag...