WealthVest: The Weekly Bull & Bear

In this episode Drew and Grant discuss the unemployment rate amongst the lowest paid workers, a surge in jobless claims, President Biden's relief package, the amount of cash in circulation, rising treasury yields, increased options trading and commodity prices. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in f...

In this episode Drew and Grant discuss recent political developments ( senate elections and the storming of the capitol), the Fed's economic outlook, the seven most valuable companies in U.S. technology, the boon to homeowners, inflation, China's upcoming IPOs and quantum computing. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution...

In the last WealthVest: The Weekly Bull & Bear episode of 2020, Drew and Grant discuss the market forecasts going into the holidays, the state of stimulus talks, Janet Yellen as Finance Secretary, GDP growth, jobless claims, unemployment benefits and strategists calling for more portfolio exposure to China. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial service...

In this episode Drew interviews Jason Labrum, founder and president of Intelligence Driven Advisers. Topics covered include: Covid's disruption on financial services, the public policy response to the pandemic, monetary policy, volatility, active vs. passive managed strategies, rebalancing, portfolio exposure to China and valuations. WealthVest  – based in Bozeman, MT, and San Francisco, CA –...

In this latest episode of WealthVest: The Weekly Bull&Bear S3E6 Drew and Grant discuss the Pfizer Covid-19 vaccine, stay at home stocks, the election, productivity, long- term unemployment and China's new trade deals. 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...

In this episode Drew and Grant join Sagar Joshi and Sean van der Wal, who are both managing partners at Drawing Capital. Topics covered include: Breaking up big tech, The United State's success with venture backed IPOs, China as a leader in 5G, autocracies and their ability to invest in technology, tech's position in the stock market, Covid-19 leading to a surge in online usage, sectors to look ou...

In this most recent episode of WealthVest: The Weekly Bull&Bear S3E4, Drew and Grant discuss the current stimulus negotiations, the Fed asking for help from congress, the U.S. trade deficit, the large amount of workers who will not get a raise in 2021, an increase in consumer spending and Social Security COLAs. 19:25: Democrats need to net 3 senate seats to get to 50 and 4 to get to 51 seats....

In this episode Drew and Grant discuss October's market prospects, earnings season, the energy sector, expiring unemployment benefits and global housing prices. *17:01: VP debate was on Wednesday 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 co...

Drew and Grant discuss Apple, Tesla, semiconductors, consumer sentiment, jobless claims and what a potential Joe Biden presidency might mean for trade in this recent episode of WealthVest: The Weekly Bull & Bear. * 2:20: "Amazon is in a rough news patch" should be " Apple is in a rough news patch." WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketi...

WealthVest: The Weekly Bull&Bear is back for season 3. In this episode Alex Altmann, Head of Equity Trading Strategy at Citibank joins us as a guest. Topics include the economic recovery, S&P 500® performance relative to other major benchmarks, and what sectors have performed well. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distri...

Jonathan Golub, Managing Director and Chief U.S. Equity Strategist for Credit Suisse joins Drew and Grant as a special guest for this episode. In this episode the 2nd quarter GDP numbers, unemployment, tech valuations, FED actions, the U.S. dollar, gold and the deficit are all addressed. *26:18: Lemonade had its IPO in 2020. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a fin...

In this episode Drew and Grant discuss weekly jobless claims, scientists calling for volunteers to test potential vaccines, U.S. economic growth in 2021, dividend cuts, how experts are measuring the economic recovery, what Wall Street tells us about the recovery, China's GDP, Alibaba and what falling fertility rates mean for the world order. WealthVest  – based in Bozeman, MT, and San Francis...

In this episode Drew and Grant discuss Tesla stock, leveraged financial products, the rush to U.S. Treasuries, junk bond ETFs, China and the state of the phase 2 trade deal, permanent unemployment, a growing number of bankruptcies and recent Fed minutes on inflation. *5:40-- The quoted Tesla revenue should be an expectation of $100 billion in annual revenue by 2025 WealthVest  – based in Boze...

In this delayed release episode Drew and Grant discuss upcoming job numbers, the employment-population ratio, the Fed's new payout rules on banks, states slowing down their reopening, mortgage bailouts and the new EU recovery 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...

In this episode Drew and Grant discuss a $2 trillion influx in bank deposits, the best and worst performing sectors since the Covid-19 crisis, May retail sales, Empire State manufacturing, The Fed's corporate bond buying program, warning signs for the dollar, P.E. in 401ks and new issues Amazon must contend with. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial servi...

In this episode Drew and Grant discuss the latest jobless claims, frothy trading, the Fed position on rates and outlook, Secretary Mnuchin's stance on future shutdowns, the state of U.S. household debt, oil prices, Brexit and the current state of the 2020 presidential election. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm...

In this episode Drew and Grant discuss the unexpected jobs report, easing guidelines on small businesses, college affordability due to Covid-19, U.S. manufacturing, civil unrest and its history in the stock market, oil, discussions around negative interest rates and the state of PE. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution...

In this episode Drew and Grant discuss whether or not this market rally is a dead cat bounce, new oversight on foreign companies, different takes on the economic recovery timeline, state budgets, how much the pandemic can cost the global economy, the Franco- German fund proposal and America's future in financial dominance. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a finan...

In this episode Grant and Drew discuss the NYSE's partial reopen, the $48 billion in unemployment insurance last month, the potential of future legislative relief, possible tax increases, 1/4 of restaurants at risk of going out of business, Jerome Powell on contraction, the FED's purchase of ETFs and how the poorest U.S. households have been affected by the Corona virus. WealthVest  – based i...

In this most recent episode Drew and Grant discuss some takeaways from earnings calls, the state of airlines, the future of beef, states reopening, BlackRock's stance on government bonds, dividend payouts during layoffs, the swing state standpoint on continued payments and the state of private business in China. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial servic...

In this bonus podcast Jonathan Golub, Chief U.S. Equity Strategist for Credit Suisse, joins Grant and Drew to discuss a wide range of topics including: GDP forecasts, unemployment rates, the shape of the recovery and the role of the FED during this economic crisis. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing...

In this episode Drew and Grant give a market update and discuss the long-term investments in working remotely, job data, April's rally, blueprints for structured lock downs ,states and countries opening up, Italy's credit rating downgrade and a movement towards power grabs and a rise in autocracy across the globe. Articles: https://www.cnbc.com/2020/04/30/7-trillion-to-be-invested-in-making-work-m...

In this episode Grant and Drew discuss Gilead's drug testing, tech companies and hiring, potential unemployment numbers, new guidance for small business loans, the oil market, the future of Amazon and China's stimulus policies. 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...

In this episode Drew and Grant discuss the most recent economic data, the Empire State Manufacturing Index, job losses in the United States, home-builder sentiment, business aid, 401k(s) and the CBO on the budget deficit. Grant discusses virtual drafts in the final thoughts segment. WealthVest  – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution...

In this episode Drew and Grant talk about a stalemate in the senate, jobless claims, the creation of a new economic panel, The Fed's response , ETFs, the launch of ANT's and continued developments in the oil 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-...