WealthVest: The Weekly Bull & Bear

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.

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.

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.

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.

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.