WealthVest: The Weekly Bull & Bear artwork

WealthVest: The Weekly Bull & Bear

166 episodes - English - Latest episode: 17 days ago - ★★★★★ - 20 ratings

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.


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Episodes

S4E14: Weak April Payrolls and Vaccine Patent Protections

May 13, 2021 21:25 - 24 minutes - 34 MB

In this episode Drew and Grant discuss earnings, private payrolls, April jobs, steel and lumber price inflation, Apple's domestic investments, a shortage in semiconductors and the possibility of waiving patent protections for vaccines. * 22:56- CPD (German political party) is SPD. 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. Wea...

S4E13: ESG Funds and Shifting Economic Powerhouses

April 30, 2021 23:17 - 20 minutes - 27.6 MB

In this episode Drew and Grant discuss the labor market, long-term unemployment, earnings, the GOP infrastructure bill, ESG fund performance and how the pandemic has shifted the list of the top ten economies. 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 pro...

S4E12: Investing in Space and a Hot Housing Marker

April 27, 2021 19:45 - 26 minutes - 36.4 MB

In this most recent episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss IPOs, Ark Invest's new space exploration ETF, earnings reports, increasing consumer prices, the housing market and US- China economic forecasts. 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 m...

S4E11: WealthVest/ Drawing Capital: Bitcoin and SPACs

April 01, 2021 22:33 - 33 minutes - 45.6 MB

In this recent episode of WealthVest: The Weekly Bull&Bear, Sean Van Der Wal and Sagar Joshi managing partners at Drawing Capital, joined Drew and Grant to discuss tech stocks, crytpocurrencies and SPACs. Drawing Capital also writes a free weekly newsletter, which can be found at drawingcapital.substack.com.  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-qual...

S4E10: Aramco and the Fed on crypto

March 25, 2021 21:42 - 20 minutes - 28.6 MB

In this episode Drew and Grant discuss Ark Invest's predictions for Tesla by 2025, Aramco, the Fed's stance on crypto currency, jobless claims, the public perception on going back to life as normal, US bank loans, saving rates during the pandemic and continued interest in investing in China. Sources: https://www.reuters.com/article/us-usa-stocks-tesla/tesla-rallies-after-ark-invest-predicts-3000-stock-price-idUSKBN2BE2HS?feedType=mktg&feedName=topNews&WT.mc_id=Partner-Google https://ww...

S4E9: Roblox and the increased normalcy of UBI

March 19, 2021 07:25 - 24 minutes - 33.3 MB

In this episode Drew and Grant discuss Roblox's IPO, states lifting Covid-19 restrictions, the upcoming infrastructure bill, industrial policy, CPI in February, a rising 10-year treasury, what stimulus checks are being used for and whether they have opened the door for UBI in the future. Sources: https://www.cnbc.com/2021/03/11/roblox-rblx-goes-public-with-a-bet-on-the-metaverse.html https://www.cnbc.com/2021/03/11/states-lift-covid-restrictions-drop-mask-mandates-and-reopen-despite-warn...

S4E8: The market reacts to the stimulus

March 10, 2021 22:56 - 19 minutes - 26.3 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the U.S. vaccine supply, February's job numbers, rebounding economic growth, the passage of the stimulus package and all it entails, the trade deficit and mortgage applications. Sources: https://www.npr.org/sections/coronavirus-live-updates/2021/03/02/973030394/biden-says-u-s-will-have-vaccine-supply-for-all-adults-by-may-prioritizes-teache https://www.cnbc.com/2021/03/05/job-growth-in-february-may-mark-th...

S4E7: When America Sneezes the World Catches a Cold

March 03, 2021 18:09 - 27 minutes - 37.7 MB

In this episode Drew and Grant discuss Janet Yellen's comments on the stimulus, PPI increases, whether or not there is an asset bubble , household debt, mortgage refinancing, a $15 minimum wage, and how America's growth rate affects the rest of the world. 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, ...

S4E6: WealthVest/ Credit Suisse February 2021

March 02, 2021 21:39 - 22 minutes - 31.4 MB

In this episode Jonathan Golub, Managing Director and Chief U.S. Equity Strategist for Credit Suisse, joins Drew and Grant to cover the market overview, the legislative environment in Washington D.C., inflation, growth and value stocks, as well as emerging markets. 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 t...

S4E5: WealthVest/ Drawing Capital- Round 2

February 16, 2021 22:43 - 29 minutes - 40.8 MB

In this episode Sean van der Wal and Sagar Joshi, managing partners at Drawing Capital, joined Drew and Grant to discuss big tech's market capitalization, accelerated digitalization during the pandemic, precision public health (PPH), President Joe Biden's policies regarding rural broad band and other initiatives, net neutrality, social media platforms overseeing political content, Section 230 of the Communications Decency Act and China's crackdown on internet companies. To learn more abo...

S4E4:Wall Street Bets and Vaccines

February 04, 2021 20:01 - 18 minutes - 25.8 MB

In this episode Drew and Grant discuss the Reddit movement wallstreetbets and the ensuing volatility, the U.S. economy post COVID-19, historical parallels to the 1920s, Fed statements on market stability, U.S. producer prices, the EU's vaccine roll out and the state of oil markets. Sources: https://www.cnbc.com/2021/01/28/robinhood-interactive-brokers-restrict-trading-in-gamestop-s.html https://www.cnbc.com/2021/01/26/tilman-fertitta-sees-another-roaring-twenties-for-economy-post-covid...

S4E3: Executive orders and U.S.-China relations

January 28, 2021 19:50 - 27 minutes - 38.3 MB

In this episode Drew and Grant discuss President Biden's recent executive orders, comparisons between the current stock market and the late 1990's,looming inflation, America's unemployment system, the international response to China's trade practices, U.S.- China Relations and SPACs. Sources: https://www.cnbc.com/2021/01/21/biden-to-sign-10-executive-orders-to-combat-covid-pandemic-invoke-defense-production-act.html https://www.cnbc.com/2021/01/21/barry-sternlicht-stock-market-frenzy-fe...

S4E2: Inauguration

January 21, 2021 19:05 - 20 minutes - 28.5 MB

In this episode Drew and Grant discuss the unemployment rate amongst the lowest paid workers, a surge in jobless claims, President Biden's relief package, the amount of cash in circulation, rising treasury yields, increased options trading and commodity prices. 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 t...

S4E1: New Year New Season

January 19, 2021 21:32 - 22 minutes - 30.5 MB

In this episode Drew and Grant discuss recent political developments ( senate elections and the storming of the capitol), the Fed's economic outlook, the seven most valuable companies in U.S. technology, the boon to homeowners, inflation, China's upcoming IPOs and quantum computing. 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. We...

S3E8: Wrapping up 2020

December 05, 2020 00:01 - 23 minutes - 32.2 MB

In the last WealthVest: The Weekly Bull & Bear episode of 2020, Drew and Grant discuss the market forecasts going into the holidays, the state of stimulus talks, Janet Yellen as Finance Secretary, GDP growth, jobless claims, unemployment benefits and strategists calling for more portfolio exposure to 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...

S3E7: Jason Labrum, Intelligence Driven Advisers

November 30, 2020 22:58 - 40 minutes - 55.2 MB

In this episode Drew interviews Jason Labrum, founder and president of Intelligence Driven Advisers. Topics covered include: Covid's disruption on financial services, the public policy response to the pandemic, monetary policy, volatility, active vs. passive managed strategies, rebalancing, portfolio exposure to China and valuations. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annui...

S3E6: A Vaccine and Post-Election Take

November 17, 2020 20:57 - 22 minutes - 30.7 MB

In this latest episode of WealthVest: The Weekly Bull&Bear S3E6 Drew and Grant discuss the Pfizer Covid-19 vaccine, stay at home stocks, the election, productivity, long- term unemployment and China's new trade deals. 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...

S3E5: Tech Update-- Drawing Capital

November 04, 2020 17:52 - 42 minutes - 58.1 MB

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

S3E4: Stimulus showdown

October 16, 2020 21:27 - 21 minutes - 29.9 MB

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

S3E3: October's Prospects and Upcoming Earnings Season

October 08, 2020 14:58 - 18 minutes - 25.6 MB

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

S3E2: Apple, Tesla and the state of trade

September 29, 2020 22:16 - 18 minutes - 26 MB

Drew and Grant discuss Apple, Tesla, semiconductors, consumer sentiment, jobless claims and what a potential Joe Biden presidency might mean for trade in this recent episode of WealthVest: The Weekly Bull & Bear. * 2:20: "Amazon is in a rough news patch" should be " Apple is in a rough news patch." WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insura...

S3E1: Alexander Altmann, Head of Equity Trading Strategy at Citibank

September 15, 2020 19:49 - 17 minutes - 23.6 MB

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 have performed 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. Wea...

S2E33: Jonathan Golub, Chief U.S. Equity Strategist for Credit Suisse, Q2

August 04, 2020 21:37 - 39 minutes - 53.7 MB

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 fr...

S2E32: Vaccine Volunteers and Dividend Cuts

July 27, 2020 17:47 - 26 minutes - 36.8 MB

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 inde...

S2E31: Tesla and Treasuries

July 14, 2020 20:30 - 28 minutes - 39.4 MB

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 2025 WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializi...

S2E30: Week of July 4th,2020

July 14, 2020 20:07 - 25 minutes - 34.7 MB

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 manag...

S2E29: Bank deposits and Amazon

June 24, 2020 19:03 - 26 minutes - 36.8 MB

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-qu...

S2E28: Choppy Trading and Stable Rates

June 16, 2020 22:02 - 24 minutes - 33.3 MB

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. WealthVes...

S2E27: An Unexpected Jobs Report

June 10, 2020 23:34 - 31 minutes - 43.3 MB

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. Weal...

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

May 28, 2020 21:52 - 33 minutes - 46.7 MB

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 ma...

S2E25: NYSE to Reopen and the FED Buys ETFs

May 20, 2020 20:34 - 29 minutes - 40 MB

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 specia...

S2E24: States Reopening and The Future of Beef

May 18, 2020 18:26 - 34 minutes - 48 MB

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-qua...

S2E23: Bonus Podcast-May Special Guest

May 11, 2020 21:41 - 42 minutes - 58.2 MB

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 t...

S2E22: April's Rally and Autocrats

May 06, 2020 20:30 - 35 minutes - 49.2 MB

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.html https://www.cnbc.com/2020/04/30/us-weekly-jobless-claims.html ...

S2E21: United States of Amazon

May 04, 2020 20:08 - 34 minutes - 47.8 MB

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 manageme...

S2E20: Expiring Oil Contracts and Continued Job Losses

April 24, 2020 20:52 - 28 minutes - 39.6 MB

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. Weal...

S2E19: ANTs and An Aggressive FED

April 17, 2020 20:49 - 37 minutes - 50.9 MB

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, ...

S2E18: The Paycheck Protection Program

April 14, 2020 20:38 - 34 minutes - 46.9 MB

In this episode Drew and Grant discuss the WHO’s update on vaccines and treatment, Bank of America beginning to take loan requests, small buisness funding, ISMs, the IMF's jobs forecast, March's jobs report , future saving tendencies, and techonolgy start-ups in the midst of Covid-19. 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. W...

S2E17: The DPA and Corporate Darwinism

April 03, 2020 18:45 - 33 minutes - 4.8 MB

In this episode Drew and Grant discuss consumer confidence, 4th quarter economic growth, the St. Louis FED estimates, the DPA, corporate Darwinism, oil and Sino- U.S. relations. 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 profession...

S2E16: Working On a Deal and Stock Buybacks Post Corona

March 25, 2020 18:22 - 28 minutes - 4.08 MB

In this episode Grant and Drew give a market update, discuss the NYSE temporarily closing the trading floor, the increase in 10-year treasury yields last week, the stimulus bills and policies being proposed to combat the virus, universal basic Income (UBI) in times of such economic uncertainty, banning stock buybacks as a provision of a bailout, a history of economic rebounds and Jamie Dimon. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and di...

S2E15: Corona Woes Continue

March 13, 2020 19:02 - 26 minutes - 36.7 MB

In this episode Drew and Grant discuss the market sell-off, airlines, Fed policy in light of the virus, corona virus price gauging, 5G and Europe working with Huwaei. 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 ...

S2E14: Volatility Onslaught

March 05, 2020 01:22 - 25 minutes - 35.4 MB

In this episode Drew and Grant discuss the history of market shocks, Wall Street's take on interest rates, whether the corona virus can lead to a recession, U.S. manufacturing activity, decoupling from China's supply line, the uptick rule and a declining dollar. 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 t...

S2E13: Just Another Manic Monday

February 27, 2020 22:13 - 25 minutes - 34.9 MB

In this episode Grant and Drew talk about the large stock market sell-off, small business confidence, the U.S. oil industry cutting expenses, Boeing and the removal of a key tax break, the Fed's most recent minutes, stock market forecasting, the price of gold and Japan's economic slowdown. *0:53: " Alphabet, Facebook Amazon, Microsoft and Apple" $238 billion in losses https://www.cnbc.com/2020/02/24/coronavirus-plunge-msft-aapl-googl-amzn-fb-lose-220b-in-value.html Article Links: ht...

S2E12: 401k Millionaires and Credit Card Debt

February 19, 2020 23:28 - 23 minutes - 32 MB

In this episode Drew and Grant discuss consumer sentiments reaching a 15-year high in February, the record number of 401(k) millionaires, credit card debt reaching an all time high, European tech earnings, the sustained dominance of the U.S. stock market, secular stagnation in history and Tesla's new stock offering. 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...

S2E11: Jobless Claims and Huawei

February 17, 2020 00:55 - 28 minutes - 39.6 MB

This last week Drew and Grant discuss China spending $10 billion on containing the Corona virus, the US productivity rebound, weekly jobless claims dropping to a 9-month low, the declining interest traders have on the jobs report, natural gas prices and Huawei. 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 to...

S2E10: Growing Corona Virus Concerns and Iowa's Debacle

February 09, 2020 21:32 - 31 minutes - 42.9 MB

In this episode Drew and Grant discuss Facebook's slide, corporate concerns surrounding the corona virus, changing supply lines due to the virus, manufacturing in January, the largest decline in imports since 2009, economic weakness in France and Italy in comparison to Spain's economic rebound and the election debacle in Iowa. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities fro...

S2E9: The Corona Virus Fallout

January 29, 2020 23:53 - 27 minutes - 37.5 MB

In this episode Drew and Grant talk about the corona virus, the bond market, upcoming 20-year bond sales, oil, the housing market, hedge funds in 2019, insurance companies after the SECURE Act and Brexit finally happening. 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 s...

S2E8: The Roaring 20's

January 23, 2020 21:13 - 32 minutes - 44.4 MB

In this episode Drew and Grant talk about the leadership council meeting they were at in Washington D.C, removing China as a currency manipulator, the job report for December, wage growth, home mortgage rates, Global debt-to-GDP ratios, the U.S. budget deficit, and the decade of bitcoin. 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....

S2E7: Wrapping Up The 2010's

December 22, 2019 20:22 - 23 minutes - 32.6 MB

In this episode Drew and Grant talk about the state of the global economy, the possibility of a melt up, unemployment claims, U.S. retail sales, a decade of bad economic forecasting, phase 1 trade deals with China, Aramco's IPO and Britain's election result. 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...

S2E6: Paul Volcker's Legacy

December 13, 2019 21:43 - 29 minutes - 41.1 MB

In this episode Drew and Grant discuss Paul Volcker's legacy, job growth in November, the U.S. trade deficit, weekly jobless claims, market valuations, Aramco's IPO, the election in the U.K. and Japan's stimulus. 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...