WealthVest: The Weekly Bull & Bear

In this episode Drew and Grant join Sagar Joshi and Sean van der Wal, who are both managing partners at Drawing Capital. Topics covered include: Breaking up big tech, The United State's success with venture backed IPOs, China as a leader in 5G, autocracies and their ability to invest in technology, tech's position in the stock market, Covid-19 leading to a surge in online usage, sectors to look out for and automation. 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.

In this most recent episode of WealthVest: The Weekly Bull&Bear S3E4, Drew and Grant discuss the current stimulus negotiations, the Fed asking for help from congress, the U.S. trade deficit, the large amount of workers who will not get a raise in 2021, an increase in consumer spending and Social Security COLAs. 19:25: Democrats need to net 3 senate seats to get to 50 and 4 to get to 51 seats. 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.

In this episode Drew and Grant discuss October's market prospects, earnings season, the energy sector, expiring unemployment benefits and global housing prices. *17:01: VP debate was on WednesdayWealthVest – 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.

Drew and Grant discuss Apple, Tesla, semiconductors, consumer sentiment, jobless claims and what a potential Joe Biden presidency might mean for trade in this recent episode of WealthVest: The Weekly Bull & Bear. * 2:20: "Amazon is in a rough news patch" should be " Apple is in a rough news patch." 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.

WealthVest: The Weekly Bull&Bear is back for season 3. In this episode Alex Altmann, Head of Equity Trading Strategy at Citibank joins us as a guest.Topics include the economic recovery, S&P 500® performance relative to other major benchmarks, and what sectors haveperformed well.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.

Jonathan Golub, Managing Director and Chief U.S. Equity Strategist for Credit Suisse joins Drew and Grant as a special guest for this episode.In this episode the 2nd quarter GDP numbers, unemployment, tech valuations, FED actions, the U.S. dollar, gold and the deficit are all addressed.*26:18: Lemonade had its IPO in 2020. 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.

In this episode Drew and Grant discuss weekly jobless claims, scientists calling for volunteers to test potential vaccines, U.S. economic growth in 2021, dividend cuts, how experts are measuring the economic recovery, what Wall Street tells us about the recovery, China's GDP, Alibaba and what falling fertility rates mean for the world order.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.Sources:https://www.cnbc.com/2020/07/16/weekly-jobless-claims.htmlhttps://www.cnbc.com/2020/07/16/scientists-call-for-volunteers-to-be-infected-with-the-coronavirus-to-test-vaccines.htmlhttps://www.cnbc.com/2020/07/14/feds-kaplan-says-the-us-economy-will-see-above-trend-growth-in-2021.htmlhttps://www.cnbc.com/2020/07/16/dividend-cuts-may-mean-rethinking-your-retirement-income-strategy.htmlhttps://fivethirtyeight.com/features/how-the-experts-are-measuring-the-economic-recovery/https://www.economist.com/finance-and-economics/2020/07/18/what-wall-streets-results-tell-you-about-americas-economyhttps://www.cnbc.com/2020/07/16/china-economy-beijing-reports-q2-2020-gdp.htmlhttps://www.cnbc.com/2020/07/16/china-stock-market-shares-to-buy-as-economy-rebounds.htmlhttps://www.cnbc.com/2020/07/15/world-population-falling-fertility-rates-to-create-major-shifts-in-economic-power.html Hosted on Acast. See acast.com/privacy for more information.

In this episode Drew and Grant discuss Tesla stock, leveraged financial products, the rush to U.S. Treasuries, junk bond ETFs, China and the state of the phase 2 trade deal, permanent unemployment, a growing number of bankruptcies and recent Fed minutes on inflation. *5:40-- The quoted Tesla revenue should be an expectation of $100 billion in annual revenue by 2025WealthVest – 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.Sources: https://www.cnbc.com/2020/07/13/tesla-jumps-11percent-on-sp-500-inclusion-speculation---now-the-10th-biggest-us-stock-by-market-value.htmlhttps://www.cnbc.com/2020/07/10/leveraged-and-inverse-etfs-worth-the-risk-two-industry-pros-explain.htmlhttps://www.bloomberg.com/news/articles/2020-06-22/credit-suisse-delists-3-billion-worth-of-etns-in-lineup-revamphttps://www.bloomberg.com/news/articles/2020-06-22/credit-suisse-delists-3-billion-worth-of-etns-in-lineup-revamphttps://www.bloomberg.com/news/articles/2020-07-10/u-s-treasuries-lead-rally-in-long-dated-bonds-on-haven-demand?srnd=fixed-incomehttps://www.bloomberg.com/news/articles/2020-07-06/junk-bond-etfs-shed-2-6-billion-with-treasuries-back-in-vogue?srnd=fixed-incomehttps://www.cnbc.com/2020/07/10/trump-says-us-china-relationship-damaged-phase-2-trade-deal-not-a-priority.htmlhttps://www.cnbc.com/2020/07/01/millions-of-unemployed-americans-wont-return-to-their-old-jobs.htmlhttps://www.cnbc.com/2020/07/02/feds-bullard-warns-of-financial-crisis-risks-as-virus-cases-spike.htmlhttps://www.bloomberg.com/news/articles/2020-07-06/fed-s-next-policy-move-looks-tied-to-long-run-view-on-inflation Hosted on Acast. See acast.com/privacy for more information.

In this delayed release episode Drew and Grant discuss upcoming job numbers, the employment-population ratio, the Fed's new payout rules on banks, states slowing down their reopening, mortgage bailouts and the new EU recovery plan.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.Sources: https://www.cnbc.com/2020/06/26/jobs-report-will-be-a-litmus-test-for-economy-as-investors-focus-on-surge-in-virus-outbreaks.htmlhttps://www.cnbc.com/2020/06/29/nearly-half-the-us-population-is-without-a-job-showing-how-far-the-labor-recovery-has-to-go.htmlhttps://www.bloomberg.com/news/articles/2020-06-26/banks-on-much-shorter-leash-with-fed-s-new-payout-restrictionshttps://www.economist.com/united-states/2020/06/27/decoding-the-confusing-messages-of-the-coronavirus-epidemic-in-americahttps://www.cnbc.com/2020/06/29/more-states-reverse-or-slow-reopening-plans-as-coronavirus-cases-climb.htmlhttps://www.cnbc.com/2020/06/26/coronavirus-mortgage-bailouts-suddenly-swell-as-homeowners-struggle.htmlhttps://www.bloomberg.com/news/articles/2020-06-29/merkel-throws-her-support-behind-radical-european-recovery-plan Hosted on Acast. See acast.com/privacy for more information.

In this episode Drew and Grant discuss a $2 trillion influx in bank deposits, the best and worst performing sectors since the Covid-19 crisis, May retail sales, Empire State manufacturing, The Fed's corporate bond buying program, warning signs for the dollar, P.E. in 401ks and new issues Amazon must contend with.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.Sources: https://www.cnbc.com/2020/06/21/banks-have-grown-by-2-trillion-in-deposits-since-coronavirus-first-hit.htmlhttps://www.marketwatch.com/story/here-are-the-best-and-worst-stocks-during-the-first-100-days-of-the-coronavirus-pandemic-2020-06-17?mod=home-pagehttps://www.cnbc.com/2020/06/16/us-retail-sales-may-2020.htmlhttps://www.cnbc.com/2020/06/15/new-york-region-manufacturers-are-the-most-optimistic-since-coming-out-of-the-financial-crisis.htmlhttps://www.bloomberg.com/news/articles/2020-06-18/congressional-watchdog-questions-if-fed-should-stop-bond-buyinghttps://www.economist.com/finance-and-economics/2020/06/20/the-fed-has-been-supporting-markets-now-it-must-find-ways-to-boost-growthhttps://www.marketwatch.com/story/the-dollar-is-going-to-fall-very-very-sharply-warns-prominent-yale-economist-2020-06-16?mod=home-pagehttps://finance.yahoo.com/news/trump-administration-move-could-add-significant-risks-to-retirement-accounts-115443201.htmlhttps://www.economist.com/leaders/2020/06/18/the-pandemic-has-shown-that-amazon-is-essential-but-vulnerable Hosted on Acast. See acast.com/privacy for more information.