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WealthVest: The Weekly Bull & Bear

WealthVest: The Weekly Bull & Bear

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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.

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

WealthVest
Economía Finanzas Personales Política y Gobierno
Episodios
  • S10E17: Peter Boockvar, CIO of Bleakley Financial
    May 22 2025

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Peter Boockvar, CIO of Bleakley Financial Group. They discussed earnings season, tariffs, secular inflation, the budget reconciliation bill, capital flight and potential geo-political risks.



    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.

    Más Menos
    45 m
  • S10E16: The Fed Stays Steady
    May 9 2025

    In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the Fed's recent rate decision, declining U.S. oil production, China's economic slowdown, and the emerging conflict between India and Pakistan.



    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.

    Más Menos
    29 m
  • S10E15: Gene Goldman, CIO for Cetera Investment Management
    Apr 30 2025

    In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Gene Goldman, CFA. Gene is the Chief Investment Officer at Cetera Investment Management. This episode discussed Gene's market outlook, tariffs, market valuations, the reconciliation bill, employment expectations, and Gene's most out-of-consensus view.



    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.

    Más Menos
    47 m
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