WealthVest
WealthVest: The Weekly Bull & Bear
WealthVest presents the WealthVest: The Weekly Bull & Bear . A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. Listen in as we analyze these developments and shine a light on the events that matter to us. Disclosures: Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest, LLC. is neither owned nor...
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Episodes
S8E12: The case for 'flat and fat' equity returns 16.05.2023 23:09
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the debt ceiling, why there is a lack of market volatility, inflation slowing and Goldman Sachs analysis on 6 Reasons for a‘ flat and fat’ equity range. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities f...
S8E11: April Earnings and Expected Tax Receipts 24.04.2023 22:41
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed earnings season so far, April's PMIs, the approaching debt-ceiling deadline and U.S. vs. China monetary policy. *20:23- 20: 28 Azure and other cloud services revenue grew 27% WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed a...
S8E10: Wholesale inflation and bank earnings 17.04.2023 22:07
In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss U.S. wholesale inflation, retail sales, bank earnings and the IMFs economic outlook. 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...
S8E9: March Jobs and Credit Outlook 12.04.2023 16:48
In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss jobs, credit outlook, risks in the non- banking sector and how US- China relations are affecting GDP output. 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. We...
S8E8: Bank Stabilization 29.03.2023 19:49
In this episode Drew and Tim discuss Secretary of the Treasury Janet Yellen's comments on stabilizing banks, Deutsche Bank, Europe's response to banking issues and the money market. 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. Wealth...
S8E7: Bank Fallout Continues 21.03.2023 22:28
In this episode Drew and Tim discuss the continued bank fallout, Goldman Sachs recent GDP outlook, the ECB's rate hike and China's need to increase consumption. 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 too...
S8E6: A Run on the Banks 15.03.2023 25:55
In this episode Drew and Tim discuss the fallout of Silicon Valley Bank, its ramifications on the economy and Fed policy, how much the yield curve inverted, budget discussions, and the Chinese negotiating a peace deal between Saudi Arabia and Iran. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed...
S8E5: Housing Weakness and Brexit Regrets 10.03.2023 26:04
In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss America's property market, the OECD outlook, a surge in U.S. crude shipments to Europe, and current perceptions of Brexit in the UK. 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-quali...
S8E4: Interview with Torsten Slok, Partner and Chief Economist at Apollo 17.02.2023 27:07
In this episode Drew and Tim interview Torsten Slok, Partner and Chief Economist at Apollo. They discuss what a no-landing economic scenario would look like, employment numbers, the struggle to get inflation down to 2%, the housing market and how demographics will affect future growth prospects. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and d...
S8E3: January Jobs Report 14.02.2023 25:39
In this episode Drew and Tim discuss the January jobs report, employment costs, Jerome Powell's press conference, earnings relative to the bear market and the State of the Union. 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. WealthVes...
S8E2: The Debt Ceiling 03.02.2023 18:21
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss January's stock performance, where inflation is lingering, talks around the debt ceiling and economic performance around the globe. 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-quali...
S8E1: Season 8 Premiere 23.01.2023 22:41
In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss what a soft landing would look like, different options for the Fed, which groups have benefited the most in the current wage/price spiral and how China's reopening has changed economic forecasts. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm speci...
S7E12: Season 7 Finale 22.12.2022 22:44
In the final episode of season 7, Drew and Tim discuss CPI numbers, nuclear fusion, consumer optimism, world debt to GDP ratios and de-dollarization amongst some countries. 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...
S7E11: Rail Strike and Oil Cap 09.12.2022 17:43
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss payrolls and wages, 2023 predictions on the equity markets, the rail strike and the EU price cap on Russian oil. 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 companie...
S7E10: Protests in China 02.12.2022 19:54
In this episode Drew and Tim discuss household inflation, the most recent Fed minutes, the FTX fallout and the recent protests in China. 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, resources, practice...
S7E9: November Update with Jonathan Golub and Tim Pierotti 14.11.2022 39:39
In this episode Drew interviewed Jonathan Golub, Head of US Equity Strategy and Quantitative Research at Credit Suisse and Tim Pierotti, Chief Investment Strategist at WealthVest. They discuss the earnings season, inflation, the long-term equity outlook, the job performance of the Fed and what impact if any the midterm will have on the stock market. WealthVest – based in Bozeman, MT, and San...
S7E8: Homebuilders and PCE Forecasts 10.11.2022 19:37
In this episode Drew and Tim discussed PCE forecasts, wage inflation, housing prices and Europe's continued energy crisis. 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, resources, practice management sup...
S7E7: U.S. Business Activity Contracts 28.10.2022 20:47
In this episode Drew and Tim discuss business activity contracting, earnings calls, the declining goods trade, the US budget deficit and Americans falling behind on retirement savings. 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. We...
S7E6: Bernanke's Nobel Prize 21.10.2022 23:40
In this episode Drew and Tim discuss Bloomberg's recessionary outlook, consumer spending, container freight rates starting to normalize, chip delivery and Ben Bernanke's Nobel prize. 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. Weal...
S7E5: Underestimating Unemployment 13.10.2022 13:26
In this episode Drew and Tim discuss the Fed's history of unemployment expectations, the labor exodus amongst the elderly, US debt reaching $31 billion and OPEC's decision to curtail production. 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 com...
S7E4: The Strength of the Dollar 06.10.2022 17:16
In this episode Drew and Tim discuss inflation numbers in August, jobless claims, how the dollar's strength impacts the globe and the U.K.'s economic plan. 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,...
S7E3: WealthVest- Drawing Capital September 2022 04.10.2022 45:43
In this episode of WealthVest: The Weekly Bull&Bear; Drew interviews WealthVest' s Chief Investment Strategist Tim Pierotti, and Sagar Joshi, Co- Founder and Managing Partner of Drawing Capital Group LLC. Delayed gratification in tech stocks, China's slowdown, economic nationalism and productivity are all discussed. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financia...
S7E2: Hot Inflation and 1970's Parallels 16.09.2022 11:59
In this episode Drew and Tim discuss valuations, Parallel's to the 1970s, the housing market and the new CPI numbers. 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, resources, practice management support...
S7E1: Russia Halts the Gas 08.09.2022 20:10
In this episode Drew and Tim discuss how economists are divided on whether or not we are in a recession, fewer Americans living paycheck to paycheck, corporate profits and Russia turning off the gas. 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 insuranc...
S6E23: J.P. Morgan's 10 Indicators 31.08.2022 17:28
In this episode Drew and Tim discuss reasons why J.P. Morgan analysts are bullish on stocks, jobs, consumer outlook for inflation and the Inflation Reduction Act. 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...
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