WealthVest: The Weekly Bull & Bear

WealthVest
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Jun 16, 2020 • 24min

S2E28: Choppy Trading and Stable Rates

In this episode Drew and Grant discuss the latest jobless claims, frothy trading, the Fed position on rates and outlook, Secretary Mnuchin's stance on future shutdowns, the state of U.S. household debt, oil prices, Brexit and the current state of the 2020 presidential election.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 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.*5:12-- the 7.5 million options contract purchased occurred at the market peak in February. This past week 12.1 million of similar options contracts were purchased. Sources: https://www.bloomberg.com/news/articles/2020-06-11/u-s-jobless-claims-continue-gradual-decline-remain-elevated?srnd=economics-vphttps://www.cnbc.com/2020/06/11/frothy-trading-in-bankrupt-companies-penny-stocks-sent-red-flags-that-a-pullback-was-due.htmlhttps://www.cnbc.com/2020/06/11/fed-leaves-rates-near-zero-issues-gloomy-outlook-what-to-watch-now.htmlhttps://www.cnbc.com/2020/06/11/treasury-secretary-mnuchin-says-we-cant-shut-down-the-economy-again.htmlhttps://www.cnbc.com/2020/06/11/total-us-debt-surges-to-55point9-trillion-amid-big-increases-in-corporate-and-government-borrowing.htmlhttps://www.cnbc.com/2020/06/11/oil-markets-coronavirus-us-inventories-n-focus.htmlhttps://www.cnbc.com/2020/06/11/brexit-no-deal-concerns-grow-as-lockdown-lifts.html https://www.economist.com/united-states/2020/06/11/meet-our-us-2020-election-forecasting-model Hosted on Acast. See acast.com/privacy for more information.
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Jun 10, 2020 • 31min

S2E27: An Unexpected Jobs Report

In this episode Drew and Grant discuss the unexpected jobs report, easing guidelines on small businesses, college affordability due to Covid-19, U.S. manufacturing, civil unrest and its history in the stock market, oil, discussions around negative interest rates and the state of PE.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: Sam YarboroughDisclosure: 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/2020/06/05/jobs-report-may-2020.html https://www.cnbc.com/2020/06/05/coronavirus-relief-trump-signs-bill-to-ease-limits-on-small-business-loans.htmlhttps://www.cnbc.com/2020/06/04/more-than-half-of-students-probably-cant-afford-college-due-to-covid-19.htmlhttps://www.cnbc.com/2020/06/01/us-manufacturing-activity-pulls-off-11-year-low.htmlhttps://grow.acorns.com/why-protests-have-little-effect-on-stock-markets/https://www.cnbc.com/2020/05/25/oil-is-on-track-for-its-best-month-ever-after-rebound-but-traders-say-its-not-out-of-the-woods.htmlhttps://www.cnbc.com/2020/06/02/negative-interest-rates-could-be-needed-for-a-v-recovery-fed-economist-says.htmlhttps://www.economist.com/finance-and-economics/2020/05/30/can-private-equity-firms-turn-a-crisis-into-an-opportunity  Hosted on Acast. See acast.com/privacy for more information.
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May 28, 2020 • 34min

S2E26: Increased Oversight and Are We In a Dead Cat Bounce?

In this episode Drew and Grant discuss whether or not this market rally is a dead cat bounce, new oversight on foreign companies, different takes on the economic recovery timeline, state budgets, how much the pandemic can cost the global economy, the Franco- German fund proposal and America's future in financial dominance.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: Sam YarboroughDisclosure: 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.cnn.com/2020/05/19/investing/dow-jones-stock-market-v-shaped-recovery/index.htmlhttps://www.cnbc.com/2020/05/20/senate-passes-bill-on-oversight-of-chinese-companies-alibaba-shares-move-lower.htmlhttps://www.cnbc.com/2020/05/18/kevin-hassett-fed-chief-too-pessimistic-on-economic-recovery.htmlhttps://www.cnbc.com/2020/05/15/want-a-fast-recovery-invest-in-tests-feds-kaplan-says.htmlhttps://fivethirtyeight.com/features/congress-could-extend-the-recession-if-it-doesnt-bail-out-the-states/https://www.marketwatch.com/story/today-in-scary-numbers-pandemic-could-cost-global-economy-82-trillion-2020-05-19?mod=home-pagehttps://foreignpolicy.com/2020/05/20/germany-fiscal-union-france-euro-fund/https://www.economist.com/special-report/2020/05/07/geopolitics-and-technology-threaten-americas-financial-dominance  Hosted on Acast. See acast.com/privacy for more information.
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May 20, 2020 • 29min

S2E25: NYSE to Reopen and the FED Buys ETFs

In this episode Grant and Drew discuss the NYSE's partial reopen, the $48 billion in unemployment insurance last month, the potential of future legislative relief, possible tax increases, 1/4 of restaurants at risk of going out of business, Jerome Powell on contraction, the FED's purchase of ETFs and how the poorest U.S. households have been affected by the Corona virus.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: Sam YarboroughDisclosure: 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: FED Distribution of US Wealth* https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/https://www.peoplespolicyproject.org/2019/06/14/top-1-up-21-trillion-bottom-50-down-900-billion/General Topicshttps://www.cnbc.com/2020/05/14/new-york-stock-exchange-to-partially-reopen-may-26-with-vital-new-safety-measures-president-says.htmlhttps://www.cnbc.com/2020/05/14/americans-got-48-billion-in-unemployment-benefits-in-april.htmlhttps://www.cnbc.com/2020/05/14/coronavirus-updates-chuck-schumer-talks-house-relief-bill.htmlhttps://grow.acorns.com/national-debt-vs-deficit/https://www.bloomberg.com/news/articles/2020-05-14/one-quarter-of-american-restaurants-won-t-reopen-opentable-says?srnd=premiumhttps://www.cnbc.com/2020/05/17/powell-says-jobless-rate-could-top-30percent-but-he-doesnt-see-another-depression.htmlhttps://www.cnbc.com/2020/05/14/nearly-40percent-of-the-poorest-households-hit-with-a-job-loss-during-pandemic-fed-study-shows.htmlhttps://www.bloomberg.com/news/articles/2020-05-14/fed-buys-305-million-of-etfs-at-start-of-historic-program?srnd=premium Hosted on Acast. See acast.com/privacy for more information.
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May 18, 2020 • 35min

S2E24: States Reopening and The Future of Beef

In this most recent episode Drew and Grant discuss some takeaways from earnings calls, the state of airlines, the future of beef, states reopening, BlackRock's stance on government bonds, dividend payouts during layoffs, the swing state standpoint on continued payments and the state of private business in China.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: Sam YarboroughDisclosure: 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.
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May 11, 2020 • 42min

S2E23: Bonus Podcast-May Special Guest

In this bonus podcast Jonathan Golub, Chief U.S. Equity Strategist for Credit Suisse, joins Grant and Drew to discuss a wide range of topics including:GDP forecasts, unemployment rates, the shape of the recovery and the role of the FED during this economic crisis.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: Sam YarboroughDisclosure: 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.
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May 6, 2020 • 36min

S2E22: April's Rally and Autocrats

In this episode Drew and Grant give a market update and discuss the long-term investments in working remotely, job data, April's rally, blueprints for structured lock downs ,states and countries opening up, Italy's credit rating downgrade and a movement towards power grabs and a rise in autocracy across the globe. Articles: https://www.cnbc.com/2020/04/30/7-trillion-to-be-invested-in-making-work-more-digital-servicenow.htmlhttps://www.cnbc.com/2020/04/30/us-weekly-jobless-claims.htmlhttps://www.cnbc.com/2020/04/29/dow-futures-jump-100-points-after-solid-tech-earnings-facebook-up-10percent.htmlhttps://www.cnbc.com/2020/04/29/coronavirus-8-month-structured-lockdowns-may-halve-economic-damage.htmlhttps://www.bloomberg.com/graphics/2020-europe-eases-lockdowns/?srnd=economics-vphttps://www.cnbc.com/2020/04/29/fitch-downgrades-italys-credit-rating-to-one-notch-above-junk.htmlhttps://www.economist.com/international/2020/04/23/would-be-autocrats-are-using-covid-19-as-an-excuse-to-grab-more-powerWealthVest – 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: Sam YarboroughDisclosure: 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.
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May 4, 2020 • 35min

S2E21: United States of Amazon

In this episode Grant and Drew discuss Gilead's drug testing, tech companies and hiring, potential unemployment numbers, new guidance for small business loans, the oil market, the future of Amazon and China's stimulus policies. 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: Sam YarboroughDisclosure: 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.
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Apr 24, 2020 • 29min

S2E20: Expiring Oil Contracts and Continued Job Losses

In this episode Drew and Grant discuss the most recent economic data, the Empire State Manufacturing Index, job losses in the United States, home-builder sentiment, business aid, 401k(s) and the CBO on the budget deficit. Grant discusses virtual drafts in the final thoughts segment.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: Sam YarboroughDisclosure: 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.
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Apr 17, 2020 • 37min

S2E19: ANTs and An Aggressive FED

In this episode Drew and Grant talk about a stalemate in the senate, jobless claims, the creation of a new economic panel, The Fed's response , ETFs, the launch of ANT's and continued developments in the oil market. 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: Sam YarboroughDisclosure: 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.

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