PODCAST · business
WealthVest: The Weekly Bull & Bear
by WealthVest
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 controlled by World Equity Group, Inc., WealthVest, LLC. and World Equity Group, Inc, are independent companies. Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas,
Episodes
-
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...
-
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...
-
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…
more -
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....
-
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...
-
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.…
more -
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...
-
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...
-
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...
-
S11E23: The World Cup and the Iran War Resumes
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the resumption of the Iran conflict, new tariffs, the World Cup effect and the Fed's balance sheet. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial...
-
S11E22: Manoj Pradhan, Founder of Talking Heads Macroeconomics
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Manoj Pradhan, Founder of Talking Heads Macroeconomics and author. They discuss demographics, Baumol’s cost disease, fiscal dominance, and the bind the Fed is in amid high debt and secular inflation. WealthVest is a...
-
S11E21: Danny Dayan's June 2026 Macro Musings
In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim interviewed Danny Dayan, President of DSD Global Holdings, and author of Macro Musing. They discussed the ongoing strength of the economy, wage growth, financial conditions and inflation. WealthVest is a leading wholesaler of fixed,...
-
S11E20: SpaceX and a MOU
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed Kevin Warsh's first meeting as Fed chairman, SpaceX's IPO, Anthropic disabling access to models, and the Iran deal. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to...
-
S11E19: The Summer of IPOs
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed upcoming IPOs including Anthropic, the job market, manufacturing and Iran war developments. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals.…
more -
S11E18: Oil Off, PCE On Deck, and Dueling Confidence Gauges
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss updates on the Iran war, PCE, dueling consumer confidence surveys, and Goldman Sachs's S&P price target. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial...
-
S11E17: What is the Bond Market Telling Us?
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss bond yields, whether the Fed will raise rates in July, and the US/China meeting. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner…
more -
S11E16: Sam Rahman, Hedgeye Asset Management, LLC.
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Sam Rahman, Portfolio Manager and Senior Equity Analyst at Hedgeye Asset Management. They discussed the momentum behind AI Capex, datacenters, the SAAS business model and the upcoming SpaceX IPO. WealthVest is a leading...
-
S11E15: Jerome Powell's Final FOMC Meeting
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Jerome Powell's last FOMC meeting, consumer confidence, semiconductor earnings, inflation projections, and developments in the Iran War. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered…
more -
S11E14: Labor strength, and a blockade of the blockade
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the labor market, the U.S. blockade on the Iranian blockade, gas prices and negative perceptions on A.I. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial...
-
S11E13: David Cervantes on Iran, Oil and Labor
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed David Cervantes, founder and manager of Pinebrook Capital Management. They discussed the conflict in Iran's effect on oil markets, labor, productivity, the Fed, and AI. WealthVest is a leading wholesaler of fixed,...
-
S11E12: Iran War Reprieve?
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss a potential ceasefire with Iran, Gold and Silver, how central banks around the world can respond to the conflict, AI, and the credit markets. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered...
-
S11E11: Patrick Kent, Portfolio Manager at Hedgeye Asset Management
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim welcome Patrick Kent, Portfolio Manager at Hedgeye Asset Management, to the show. They discussed Hedgeye’s investment philosophy, active ETF strategies, market regime shifts, and the importance of adaptive risk management in a...
-
S11E10: John Roque, Head of Technical Analysis at 22V Research
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed John Roque, Head of Technical Analysis at 22V research. They discussed John's background, passive flows and fundamentals, technical investing and commodities. WealthVest – based in Bozeman, MT– is a financial services...
-
S11E9: Paul Sankey, Lead Analyst at Sankey Research
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Paul Sankey, lead analyst at Sankey Research. They discussed the oil market pre-Iran war, global demand, and the ramifications of the current conflict. WealthVest – based in Bozeman, MT– is a financial services…
more -
S11E8: Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro. They discussed Bob's background, employment, inflation, growth and consumer demand. WealthVest – based in Bozeman, MT– is a financial services…
more -
S11E7: Aditya Bhave, Senior US Economist at Bank of America
In this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim interviewed Aditya Bhave, Senior US Economist at Bank of America. They discussed the drivers of the economy in 2026, including fiscal stimulus, monetary policy and AI. WealthVest – based in Bozeman, MT– is a financial services...
-
S11E6: The Bull&Bear Case for Employment
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss employment data, the global bond market, deficits, inflation, and critical mineral price floors. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed…
more -
S11E5: Parabolic Metals
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the selloff in gold and silver, Kevin Warsh, and cryptocurrencies. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many...
-
S11E4: The Rupture and a Possible Shutdown
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the global realignment evident at Davos, small cap performance, consumption spending vs. AI investment, China's export growth and the prospect of a new government shutdown. WealthVest – based in Bozeman, MT– is a financial...
-
S11E3: The Greenland Trade
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss developments around Greenland, comments at Davos, gold and the recent Peterson Institute's article on inflation. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in…
more -
S11E2: Aahan Menon, Founder of Prometheus Research
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Aahan Menon, Founder of Prometheus Research. They discussed labor relative to nominal spending, inflation, consumer spending and monetary policy. WealthVest – based in Bozeman, MT– is a financial services marketing and...
-
S11E1: Dr. Jeffrey Roach, Chief Economist at LPL Financial
In this season premiere of WealthVest: The Weekly Bull, Dr. Jeffrey Roach presented his 2026 outlook for WealthVest. Tim and Jeff discussed equities, inflation, the USD, commodities, and potential externalities that might occur in 2026. WealthVest – based in Bozeman, MT– is a financial services...
-
S10E41: Danny Dayan's Macro Musings
In this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew interview Danny Dayan, discussing his macroeconomic overview, including demand, labor, inflation, the Fed, tariffs, and the dollar. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm...
-
S10E40: December Rate Cut
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the December rate cut, equity forecasts, student loan payments and healthcare. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities…
more -
S10E39: Kevin Hassett and the Beige Book
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Kevin Hassett as potential Fed Chairman, the beige book, and employment. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many...
-
S10E38: AI Repricing and Investor Behavior
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the recent AI repricing, what the Fed does in December, changing investor behavior, and why recessions have become increasingly rare. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution…
more -
S10E37: David Cervantes talks 2026 outlook
In this episode of WealthVest:The Weekly Bull&Bear, Drew and Tim interviewed David Cervantes, Founder of Pine Brook Capital. They discussed David's success on Substack, his outlook for 2026, valuations, AI, the U.S. dollar, and the bond market. WealthVest – based in Bozeman, MT– is a financial...
-
S10E36: Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares. They discuss what asset-based finance is, its evolution in the space, and the broader market, as well as the promote giving initiative.…
more -
S10E35: Credit 'cockroaches'
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the shutdown, China-US trade tensions, private credit and the Fed's next meeting. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities...
-
S10E34: Michael Green, Chief Strategist at Simplify Asset Management
In this episode, Michael Green, Chief Strategist at Simplify Asset Management, joined Tim and Drew. They discussed Michael's background, distortions caused by passive investing, the labor market, and the K-Shaped recovery. WealthVest – based in Bozeman, MT– is a financial services marketing and...
-
S10E33: Shutdown and Gold Bugs
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the government shutdown, the missing jobs report, gold and the ceasefire between Israel and Hamas. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed...
-
S10E32: The Fed cuts and dot plots
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the Fed rate cut, broad economic indicators, the Trump administration's proposal on earnings season, and the possibility of a government shutdown. WealthVest – based in Bozeman, MT– is a financial services marketing and...
-
S10E31: Job revisions, confidence, and rate cuts
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent PPI and CPI numbers, job growth revisions, worker confidence and the potential of a 50 bp cut. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed…
more -
S10E30: Appeals court strikes down tariffs
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent GDP numbers, the JOLTS and ADP jobs data, the manufacturing sector, and a federal appeals court ruling on tariffs. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm...
-
S10E29: Craig Shapiro of the Bear Traps Report
In this episode of WealthVest: The Weekly Bull&Bear, Tim welcomes guest Craig Shapiro of the Bear Traps Report to discuss commodity cycles, inflation pressures, the role of the U.S. Dollar, and shifting monetary policy. WealthVest – based in Bozeman, MT– is a financial services marketing and...
-
S10E28: Jackson Hole 2025
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed Jackson Hole, China's lost decade, Intel, and Russia-Ukraine negotiations. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from…
more -
S10E27: July's inflation and Christopher Waller
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the recent inflation report, Citigroup's bullish outlook for 2026, Christopher Waller as the potential new chairman of the Fed, and the recent Nvidia deal. WealthVest – based in Bozeman, MT– is a financial services...
-
S10E26: Big BLS Revisions
In this episode of WealthVest:The Weekly Bull & Bear, Drew and Tim discuss Mag7 earnings, the recent jobs report, a weakening housing market, and tariff developments. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index...
-
S10E25: Q2 2025 GDP
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss this week's GDP data and what's to come, the EU-US trade deal, China-US negotiations and why a weak housing market could be helping the economy. WealthVest – based in Bozeman, MT– is a financial services marketing and...
-
S10E24: Earnings Season and Mineral Deals
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss soft data, retail investing, earnings season and rare minerals. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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 controlled by World Equity Group, Inc., WealthVest, LLC. and World Equity Group, Inc, are independent companies.
Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas,
HOSTED BY
WealthVest
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does WealthVest: The Weekly Bull & Bear have?
WealthVest: The Weekly Bull & Bear currently has 263 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is WealthVest: The Weekly Bull & Bear about?
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...
How often does WealthVest: The Weekly Bull & Bear release new episodes?
WealthVest: The Weekly Bull & Bear publishes regularly with 263 episodes available. Check the episode list for the typical release schedule.
Where can I listen to WealthVest: The Weekly Bull & Bear?
You can listen to WealthVest: The Weekly Bull & Bear on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts WealthVest: The Weekly Bull & Bear?
WealthVest: The Weekly Bull & Bear is created and hosted by WealthVest.
URL copied to clipboard!