

WealthVest: The Weekly Bull & Bear
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, TX 75219.None of WealthVest, WEG or ISC are affiliated through ownership or any other control relationship.Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books

Apr 30, 2021 • 20min
S4E13: ESG Funds and Shifting Economic Powerhouses
In this episode Drew and Grant discuss the labor market, long-term unemployment, earnings, the GOP infrastructure bill, ESG fund performance and how the pandemic has shifted the list of the top ten economies. 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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.

Apr 27, 2021 • 26min
S4E12: Investing in Space and a Hot Housing Marker
In this most recent episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss IPOs, Ark Invest's new space exploration ETF, earnings reports, increasing consumer prices, the housing market and US- China economic forecasts. 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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.

Apr 1, 2021 • 33min
S4E11: WealthVest/ Drawing Capital: Bitcoin and SPACs
In this recent episode of WealthVest: The Weekly Bull&Bear, Sean Van Der Wal and Sagar Joshi managing partners at Drawing Capital, joined Drew and Grant to discuss tech stocks, crytpocurrencies and SPACs. Drawing Capital also writes a free weekly newsletter, which can be found at drawingcapital.substack.com. 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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.

Mar 25, 2021 • 21min
S4E10: Aramco and the Fed on crypto
In this episode Drew and Grant discuss Ark Invest's predictions for Tesla by 2025, Aramco, the Fed's stance on crypto currency, jobless claims, the public perception on going back to life as normal, US bank loans, saving rates during the pandemic and continued interest in investing in China. Sources: https://www.reuters.com/article/us-usa-stocks-tesla/tesla-rallies-after-ark-invest-predicts-3000-stock-price-idUSKBN2BE2HS?feedType=mktg&feedName=topNews&WT.mc_id=Partner-Google https://www.forbes.com/sites/christopherhelman/2021/03/22/saudi-aramco-earns-barely-enough-in-2020-to-support-70b-dividend---pricey-stock-trades-in-its-own-universe/?sh=3ac623fb73d3 https://www.cnbc.com/2021/03/22/cryptocurrencies-are-not-useful-stores-of-value-says-feds-powell.html https://www.cnbc.com/2021/03/18/weekly-jobless-claims.html https://www.cnbc.com/2021/03/21/coping-with-fear-anxiety-about-returning-to-pre-pandemic-life.html https://www.bloomberg.com/news/articles/2021-03-22/u-s-banks-loans-drop-to-another-record-low-as-deposits-surge?srnd=premium https://www.bloomberg.com/news/articles/2021-03-03/global-economic-recovery-will-be-driven-by-2-9-trillion-that-consumers-saved https://www.cnbc.com/2021/03/22/investing-in-china-foreigners-us-investors-attracted-to-china-bond-markets-.htmlWealthVest – 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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.

Mar 19, 2021 • 24min
S4E9: Roblox and the increased normalcy of UBI
In this episode Drew and Grant discuss Roblox's IPO, states lifting Covid-19 restrictions, the upcoming infrastructure bill, industrial policy, CPI in February, a rising 10-year treasury, what stimulus checks are being used for and whether they have opened the door for UBI in the future.Sources:https://www.cnbc.com/2021/03/11/roblox-rblx-goes-public-with-a-bet-on-the-metaverse.html https://www.cnbc.com/2021/03/11/states-lift-covid-restrictions-drop-mask-mandates-and-reopen-despite-warnings.html https://www.cnbc.com/2021/03/10/stimulus-update-biden-prepares-to-stake-presidency-on-infrastructure.html https://www.bloomberg.com/news/articles/2021-03-11/biden-s-build-back-better-plan-faces-hurdles-outside-of-gop-politics https://www.cnbc.com/2021/03/10/us-consumer-prices-rise-0point4percent-in-february-as-expected.html https://www.cnbc.com/2021/03/10/us-10-year-yield-could-spike-well-above-2percent-in-the-next-three-months.html?__twitter_impression=true&recirc=taboolainternalhttps://www.marketwatch.com/story/the-stimulus-money-isnt-going-to-be-spent-bank-of-america-says-so-here-are-the-investment-moves-to-make-11615376336?siteid=yhoof2 https://www.economist.com/finance-and-economics/2021/03/02/might-the-pandemic-pave-the-way-for-a-universal-basic-income 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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.

Mar 10, 2021 • 19min
S4E8: The market reacts to the stimulus
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the U.S. vaccine supply, February's job numbers, rebounding economic growth, the passage of the stimulus package and all it entails, the trade deficit and mortgage applications. Sources: https://www.npr.org/sections/coronavirus-live-updates/2021/03/02/973030394/biden-says-u-s-will-have-vaccine-supply-for-all-adults-by-may-prioritizes-teache https://www.cnbc.com/2021/03/05/job-growth-in-february-may-mark-the-start-of-a-hiring-boom-as-the-economy-reopens.html https://www.cnbc.com/2021/03/02/10percent-gdp-growth-the-us-economy-is-on-fire-and-is-about-to-get-stoked-even-more.html https://www.cnn.com/2021/03/05/politics/unemployment-benefits-senate-relief-package/index.html https://www.cnbc.com/2021/03/05/americans-angry-over-1400-dollar-stimulus-payment-eligibility-being-limited.html https://www.cnbc.com/2021/03/05/us-trade-deficit-january-2021.html https://www.cnbc.com/2021/03/03/mortgage-application-demand-stalls-as-interest-rates-surge-.html 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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.

Mar 3, 2021 • 27min
S4E7: When America Sneezes the World Catches a Cold
In this episode Drew and Grant discuss Janet Yellen's comments on the stimulus, PPI increases, whether or not there is an asset bubble , household debt, mortgage refinancing, a $15 minimum wage, and how America's growth rate affects the rest of the world. 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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. Hosted on Acast. See acast.com/privacy for more information.

Mar 2, 2021 • 23min
S4E6: WealthVest/ Credit Suisse February 2021
In this episode Jonathan Golub, Managing Director and Chief U.S. Equity Strategist for Credit Suisse, joins Drew and Grant to cover the market overview, the legislative environment in Washington D.C., inflation, growth and value stocks, as well as emerging markets. 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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. Hosted on Acast. See acast.com/privacy for more information.

Feb 16, 2021 • 30min
S4E5: WealthVest/ Drawing Capital- Round 2
In this episode Sean van der Wal and Sagar Joshi, managing partners at Drawing Capital, joined Drew and Grant to discuss big tech's market capitalization, accelerated digitalization during the pandemic, precision public health (PPH), President Joe Biden's policies regarding rural broad band and other initiatives, net neutrality, social media platforms overseeing political content, Section 230 of the Communications Decency Act and China's crackdown on internet companies. To learn more about Drawing Capital's research and opinions, you can sign up for Drawing Capital's free weekly newsletter at drawingcapital.substack.com.Sources: 1. https://www.cnbc.com/2021/01/29/op-ed-investors-parking-money-in-big-tech-names-should-think-twice.html 2. https://www.eyeonannapolis.net/2021/02/the-ins-and-outs-of-investing-in-tech-stocks-in-2021/ 3. https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/how-covid-19-has-pushed-companies- over-the-technology-tipping-point-and-transformed-business-forever 4. https://www.cnbc.com/2021/01/26/net-neutrality-foe-and-departed-fcc-chairman-ajit-pai-stands-by-repeal.html 5. https://www.bloomberg.com/news/articles/2020-11-13/dissecting-china-s-crackdown-on-its-internet-giants-quicktake 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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. Hosted on Acast. See acast.com/privacy for more information.

Feb 4, 2021 • 19min
S4E4:Wall Street Bets and Vaccines
In this episode Drew and Grant discuss the Reddit movement wallstreetbets and the ensuing volatility, the U.S. economy post COVID-19, historical parallels to the 1920s, Fed statements on market stability, U.S. producer prices, the EU's vaccine roll out and the state of oil markets. Sources: https://www.cnbc.com/2021/01/28/robinhood-interactive-brokers-restrict-trading-in-gamestop-s.html https://www.cnbc.com/2021/01/26/tilman-fertitta-sees-another-roaring-twenties-for-economy-post-covid.html https://www.cnbc.com/2021/01/27/roaring-20s-after-the-pandemic-big-banks-warn-be-careful-what-you-wish-for.html https://www.cnbc.com/2021/01/28/the-fed-doesnt-see-.html https://www.cnbc.com/2021/01/15/us-producer-price-index-december-2020.html https://www.economist.com/leaders/2021/01/30/europe-needs-quicker-vaccinations-and-more-stimulus https://www.cnbc.com/2021/01/28/oil-markets-coronavirus.html https://www.cnbc.com/2021/01/20/us-role-in-the-oil-market-still-important-under-biden-uae-minister.html 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, Grant CollinsAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: 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. Hosted on Acast. See acast.com/privacy for more information.


