WealthVest: The Weekly Bull & Bear

In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discuss the Jackson Hole Economic Symposium, current spreads, Goldman Sachs recession odds, and earnings calls mentioning a recession. 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. WealthV...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss new data on consumer spending and inflation, housing developments, JPMorgan recession odds, the yen carry trade, the New York Fed inflation outlook, and Dr. Col Jeff McCausland's insights on geopolitical risks. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the unemployment numbers, consumer confidence, China's stimulus, and Jerome Powell's future. 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 reasons for last week's sell-off, auto earnings, the job market, and Kamala Harris at the top of the Democratic ticket. 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 discuss the IMF's outlook on inflation, a likely rate cut in September, passive flows and J.D. Vance's nomination as vice president. 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 cooling inflation and jobs, a potential gold rally and the post-debate turmoil that is shaping 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 provides the t...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss stock performance after a rate cut, the SAHM rule, the CBOs updated deficit forecast and elections in Europe. 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 the most recent inflation report and Fed Chair Jerome Powell's comments, Nvidia, a lack of IPOs amongst AI companies and whether increased data centers will result in more nuclear reactors. 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 hedge fund exposure to the magnificent 7, job openings, wage growth for job switchers, and updated GDP forecasts.  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 discuss Tim's most recent article, " The Vigilantes are Coming Someday." They also discuss global debt levels, improving consumer sentiment, baby boomer spending, and O.P.E.C.'s inability to enforce production cuts.  WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializi...

In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss the most recent inflation report, consumer sentiment, how many rate cuts are currently priced in, and the state of start-ups 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 hi...

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Tim's most recent blog on the oil market, jobless claims, AI's impacts on energy demand, and institutional buyers' effect on housing affordability.  WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities...

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-...

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 spe...

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 tool...

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 insura...

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...

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 compa...

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 h...

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 prov...

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 hig...

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, resour...

In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the upcoming GDP and PCE report, bank forecasts for 2024, the IMF's report on the impact of the Fed rate hikes and election developments. 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-...

In this episode Drew and Tim discussed December's CPI numbers, consumer spending, Bitcoin ETFs, the U.S. budget deficit and the crisis in the Red sea. 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, resour...

In this first episode of 2024, Drew and Tim discuss market activity in the new year, jobs and the Jolts survey, sectors to watch in 2024, corporate pricing power and developments in the Middle East and the effect on oil markets. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities fro...