WealthVest: The Weekly Bull & Bear

WealthVest: The Weekly Bull & Bear

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WealthVest: The Weekly Bull & Bear episodes

  • SS11E33: The Anthropic IPO- Bizarre and Immensely Important

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Anthropic IPO, The Fed's rate decision, the Mag7 correlation breakdown, and final thoughts on the midterms.


    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    30 min
  • S11E32: Five Hard Questions About the AI Boom

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Fed, developed world debt, and 5 major questions facing AI.


    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    27 min
  • S11E31: Bob Sheehan, Founder and Macro Strategist at Lighthouse Macro

    In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim interviewed Bob Sheehan. They discussed Bob's data-driven approach, bond yields, AI's impact on equities, the job market, and affordability.


    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    59 min
  • S11E30: Regulating the AI Race

    In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed bond yields, proposals for global AI standards, a potential diesel export ban, and the U.N. General Assembly.


    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    34 min
  • S11E29: The AI Slowdown

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Fed's rate decision, an AI pullback, and the various conflicts causing oil to stay elevated.



    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    30 min
  • S11E28: Tariffs, Oil, and a Looming Rate Hike

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss non-farm payrolls, political pressure on Fed Chair Kevin Warsh, Canada's tariff retaliation and China's property market reforms.



    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    23 min
  • S11E27: The Reawakened Debasement Trade

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed consumer confidence, oil prices, new tariffs on Canada and the debasement trade returning.


    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    28 min
  • S11E26: Global bond yields hit multi-decade highs

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed a potential Open AI IPO, global bond yields, efforts at yield stabilization and a possible capital gains tax exemption for home-sale profits.


    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    30 min
  • S11E25: Nvidia's $500 billion gamble

    In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discussed Nvidia’s proposed $500 billion financing platform for AI infrastructure, the CPI report, crude prices and strategic petroleum, and China's oil pricing power.



    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    30 min
  • S11E24: Situational Awareness

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Strait of Hormuz, jobs, the Situational Awareness collapse, and China's AI advantage.


    WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Matt Lueck

    Show Editing and Production: Matt Lueck


    Disclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.


    WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal.

    Hosted on Acast. See acast.com/privacy for more information.

    25 min

About WealthVest: The Weekly Bull & Bear

From the publisher's feed

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…

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