Episodes
In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew interview Adam Parker, founder and CEO of Trivariate Research. They discuss the bull and bear case for equities, ten-year treasuries, large-cap vs. small-cap stocks, valuations, and Trivariate's unique offerings. 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...
Published 11/19/24
In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss the "Trump trade", tariffs, immigration, and early cabinet picks. 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...
Published 11/13/24
In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss the recent GDP report, earnings growth, global public debt, and whether the U.S. will be more pro-crypto after 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...
Published 11/04/24
In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss small-cap stocks, whether we hit our inflation target, thoughts on a U.S. sovereign wealth fund, and oil prices in light of an expected Israeli strike on Iran. 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,...
Published 10/18/24
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Jerome Powell's comments, substantial employment numbers, the port strike, and how an emerging Israel—Iran conflict can affect crude prices.  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...
Published 10/08/24
In this week of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss rising treasuries, PCE, a series of bills passed against China, and the stopgap spending measure. 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...
Published 10/01/24
In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discuss the Fed's rate cut, how stocks perform after a rate cut, US mortgage rates, energy, and the presidential race. 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...
Published 09/20/24
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss employment, the last trading days of the quarter, US manufacturing, and oil prices. 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...
Published 09/09/24
In this episode, Drew and Tim discuss Nvidia earnings, Jackson Hole, mortgage applications, the USD, and Chinese corporate investment 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...
Published 08/28/24
In this episode of WealthVest: The Weekly Bull&Bear, Tim and Drew discuss the Jackson Hole Economic Symposium, current spreads, Goldman Sachs recession odds, and earnings calls mentioning a recession. 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...
Published 08/21/24
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss new data on consumer spending and inflation, housing developments, JPMorgan recession odds, the yen carry trade, the New York Fed inflation outlook, and Dr. Col Jeff McCausland's insights on geopolitical 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...
Published 08/16/24
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the unemployment numbers, consumer confidence, China's stimulus, and Jerome Powell's future. 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...
Published 08/05/24
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss reasons for last week's sell-off, auto earnings, the job market, and Kamala Harris at the top of the Democratic ticket. 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...
Published 07/29/24
In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the IMF's outlook on inflation, a likely rate 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...
Published 07/17/24
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...
Published 07/12/24
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...
Published 06/25/24
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,...
Published 06/13/24
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...
Published 06/06/24
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...
Published 05/30/24
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...
Published 05/16/24
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...
Published 05/07/24
In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discussed the most recent GDP report, Jaime Dimon's comments on the 1970s, value stocks, and recent developments in U.S.-China relations.  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...
Published 05/01/24
George Robertson is on as a repeat guest in this episode of WealthVest: The Weekly Bull & Bear. The discussion covers a wide range of topics, including Fed policy and relevance, MMT, consumer sentiment, and inflation's effect on corporate profits. 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,...
Published 04/26/24
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss future Fed rate cuts, Tesla layoffs, copper prices and Iran's attack on Israel. 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...
Published 04/17/24