WealthVest: The Weekly Bull & Bear

WealthVest
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Oct 3, 2019 • 30min

S1E8: Manufacturing, Deficits and Brexit

In this episode, Tim and Drew discuss PMIs dropping below 50, bond yields, consumer confidence, the CBOs revised deficit forecasts and the potential of issuing 50 to 100-year bonds. Trade tensions, Brexit and German discontent with negative interest rates are also discussed as a lingering political risks. 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, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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Sep 4, 2019 • 27min

S1E7: The Global Slowdown

In this episode Tim and Drew discuss the global slowdown, the meeting of central bankers at Jackson Hole, consumer sentiment, retail data, the spread between 5- year treasury yields and TIPS and the ongoing dispute between President Trump and Jerome Powell.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, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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Aug 9, 2019 • 20min

S1E6: China's Long Cycle

Drew and Tim discuss the new jobs numbers, ISMs, China's economic decline and the second round of the Democratic debates. 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, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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Aug 2, 2019 • 32min

S1E5: Slowing GDP

In this episode Drew and Tim discuss the GDP numbers, technical warning signs for the stock market, negative yielding bonds, the IMFs forecast on economic growth and politics both in the U.S. and the U.K. 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, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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Jul 26, 2019 • 33min

S1E4: Rate Cuts on the Horizon

In this episode of WealthVest: The Weekly Bull & Bear Tim and Drew discuss the FED, dividends, consumer sentiment, the budget negotiations minimum wage policy, China’s slowdown, oil prices and the European Central Bank.   *Clarification: 26:07 should have been stated as the 6-day war in 1967WealthVest – 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, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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Jul 19, 2019 • 32min

S1E3: America's Longest Recovery

In the episode Drew and Tim discuss the recent earnings reports, job numbers and the faith in global central banks. A historical analysis of this recovery is briefly discussed relative to other economic recoveries in United States history. The housing market, the status of European banks and some discussion of recent political legislation is also addressed. 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, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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Jul 17, 2019 • 30min

S1E2: FED Easing?

In this episode of WealthVest The Weekly Bull and Bear, Tim and Drew covered the potential of Fed easing, alongside subsequent moves in central banks across Europe and Asia. Business Investment and capital expenditures were covered. Tim and Drew discussed the ramifications of regulations concerning the tech industry. In terms of global events, Brexit, the crisis in Iran and its ramifications to international oil markets was also addressed. Jerome Powell’s position as head of the FED was also discussed.  *Clarification: The Turkish elections discussed were relating to the mayoral election in Istanbul. While Recep Erdoğan’s political party suffered a blow, he remains President of Turkey.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, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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Jul 17, 2019 • 30min

S1E1: The Launch

In the first episode of this season, Wade Dokken, Drew Dokken and Tim Pierotti discussed the non-farm payrolls of May as well as the current 10-year treasury numbers. Central bank policies around the world were discussed as well as wages and sectors affected by tariffs. 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, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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 31, 2019 • 6min

S1E0: Meet Your Hosts Tim Pierotti & Drew Dokken

In this introductory episode Drew Dokken and Tim Pierotti unveil the topics and issues that will be covered in WealthVest: The Weekly Bull & Bear. There is a brief elaboration on international market trends, consumer fundamentals, and different demographic issues that will affect the stock market. The hosts address their background and what they hope the series will achieve.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, Wade Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Kyle SteinerDisclosure: 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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