• S9E22: September rate cuts and J.D. Vance
    Jul 17 2024

    In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the IMF's outlook on inflation, a likely rut 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. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

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    21 mins
  • S9E21: Cooling inflation and post-debate turmoil
    Jul 12 2024

    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 tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

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    19 mins
  • S9E20: Stocks after a rate cut
    Jun 25 2024

    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 tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

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    23 mins
  • S9E19: AI and IPOs
    Jun 13 2024

    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 index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

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    19 mins
  • S9E18: Hedge Funds and the Mag 7
    Jun 6 2024

    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 provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

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    15 mins
  • S9E17: The Bond Vigilantes Are Coming
    May 30 2024

    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 specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

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    24 mins
  • S9E16: The return of the start-up
    May 16 2024

    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 high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

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    20 mins
  • S9E15: May relief rally
    May 7 2024

    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 from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.


    Hosts: Drew Dokken, Tim Pierotti

    Album Artwork: Sam Yarborough

    Show Editing and Production: Tavin Davis


    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.

    Show more Show less
    25 mins