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WealthVest: The Weekly Bull & Bear

Advertise on podcast: WealthVest: The Weekly Bull & Bear

Rating
★★★★★
5
from
21 reviews
This podcast has
246 episodes
Language
English
Publisher
WealthVest
Explicit
No
Date created
2019/05/31
Latest episode
2026/04/16
Average duration
45 min.
Release period
9 days

Description

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.

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Check latest episodes from WealthVest: The Weekly Bull & Bear podcast


S11E14: Labor strength, and a blockade of the blockade
2026/04/16
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the labor market, the U.S. blockade on the Iranian blockade, gas prices and negative perceptions on A.I. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E13: David Cervantes on Iran, Oil and Labor
2026/04/01
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed David Cervantes, founder and manager of Pinebrook Capital Management. They discussed the conflict in Iran's effect on oil markets, labor, productivity, the Fed, and AI.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E12: Iran War Reprieve?
2026/03/25
In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss a potential ceasefire with Iran, Gold and Silver, how central banks around the world can respond to the conflict, AI, and the credit markets.  WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E11: Patrick Kent, Portfolio Manager at Hedgeye Asset Management
2026/03/19
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim welcome Patrick Kent, Portfolio Manager at Hedgeye Asset Management, to the show. They discussed Hedgeye’s investment philosophy, active ETF strategies, market regime shifts, and the importance of adaptive risk management in a rapidly changing macro environment. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes. Hosts: Drew Dokken, Tim Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E10: John Roque, Head of Technical Analysis at 22V Research
2026/03/11
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed John Roque, Head of Technical Analysis at 22V research. They discussed John's background, passive flows and fundamentals, technical investing and commodities. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E9: Paul Sankey, Lead Analyst at Sankey Research
2026/03/06
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Paul Sankey, lead analyst at Sankey Research. They discussed the oil market pre-Iran war, global demand, and the ramifications of the current conflict. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E8: Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro
2026/02/25
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro. They discussed Bob's background, employment, inflation, growth and consumer demand. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E7: Aditya Bhave, Senior US Economist at Bank of America
2026/02/18
In this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim interviewed Aditya Bhave, Senior US Economist at Bank of America. They discussed the drivers of the economy in 2026, including fiscal stimulus, monetary policy and AI. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E6: The Bull&Bear Case for Employment
2026/02/12
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss employment data, the global bond market, deficits, inflation, and critical mineral price floors. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E5: Parabolic Metals
2026/02/05
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the selloff in gold and silver, Kevin Warsh, and cryptocurrencies. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Matt Lueck Show Editing and Production: Matt Lueck 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E4: The Rupture and a Possible Shutdown
2026/01/28
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the global realignment evident at Davos, small cap performance, consumption spending vs. AI investment, China's export growth and the prospect of a new government shutdown. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Sam Yarborough Show 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E3: The Greenland Trade
2026/01/21
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss developments around Greenland, comments at Davos, gold and the recent Peterson Institute's article on inflation. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Sam Yarborough Show 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E2: Aahan Menon, Founder of Prometheus Research
2026/01/13
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Aahan Menon, Founder of Prometheus Research. They discussed labor relative to nominal spending, inflation, consumer spending and monetary policy. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Sam Yarborough Show 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S11E1: Dr. Jeffrey Roach, Chief Economist at LPL Financial
2026/01/08
In this season premiere of WealthVest: The Weekly Bull, Dr. Jeffrey Roach presented his 2026 outlook for WealthVest. Tim and Jeff discussed equities, inflation, the USD, commodities, and potential externalities that might occur in 2026. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Sam Yarborough Show 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
S10E41: Danny Dayan's Macro Musings
2025/12/18
In this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew interview Danny Dayan, discussing his macroeconomic overview, including demand, labor, inflation, the Fed, tariffs, and the dollar. WealthVest – based in Bozeman, MT– 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 Pierotti Album Artwork: Sam Yarborough Show 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Podcast reviews

Read WealthVest: The Weekly Bull & Bear podcast reviews


5 out of 5
21 reviews
★★★★★
Seth Halpern 2021/04/01
So informative!
These guys are awesome. I love their focus areas and they make everything approachable. Highly recommend!
★★★★★
Haley Walraven 2019/11/28
Highly recommend
I love this podcast, I’m always on the lookout for new episodes. Highly recommend subscribing and learning from these guys!
★★★★★
Lester Keizer 2019/08/07
Must listen
Interesting and Informative stuff. Keep up the great work Lester Keizer CEO Business Continuity Technologies
★★★★★
Gibblet Gabford 2019/08/04
WealthVest crushes it.
So good. Soooo good.
★★★★★
Wentip 2019/08/02
So great
Brilliant and yet witty - easy listening but so informative... A definite must listen!
★★★★★
ACF, Pres 2019/07/27
Amazing economic information
Fascinating, incredibly informed and a fast paced summary of economic events to rival The Economist itself. SD. President Atlas Cultural Foundatio...
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