Latest Political risk Podcast Episodes
S9E20: Stocks after a rate cut
WealthVest: The Weekly Bull & Bear - June 25, 2024 23:05 - 23 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss stock performance after a rate cut, the SAHM rule, the CBOs updated deficit forecast and elections in Europe. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fix...
S9E19: AI and IPOs
WealthVest: The Weekly Bull & Bear - June 13, 2024 20:56 - 18 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the most recent inflation report and Fed Chair Jerome Powell's comments, Nvidia, a lack of IPOs amongst AI companies and whether increased data centers will result in more nuclear reactors. WealthVest – based in Bozeman,...
S9E18: Hedge Funds and the Mag 7
WealthVest: The Weekly Bull & Bear - June 06, 2024 23:05 - 15 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss hedge fund exposure to the magnificent 7, job openings, wage growth for job switchers, and updated GDP forecasts. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in...
S9E17: The Bond Vigilantes Are Coming
WealthVest: The Weekly Bull & Bear - May 30, 2024 23:04 - 24 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Tim's most recent article, " The Vigilantes are Coming Someday." They also discuss global debt levels, improving consumer sentiment, baby boomer spending, and O.P.E.C.'s inability to enforce production cuts. WealthVest...
S9E16: The return of the start-up
WealthVest: The Weekly Bull & Bear - May 16, 2024 17:18 - 19 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss the most recent inflation report, consumer sentiment, how many rate cuts are currently priced in, and the state of start-ups in the United States. WealthVest – based in Bozeman, MT– is a financial services marketing a...
S9E15: May relief rally
WealthVest: The Weekly Bull & Bear - May 07, 2024 23:48 - 25 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss Tim's most recent blog on the oil market, jobless claims, AI's impacts on energy demand, and institutional buyers' effect on housing affordability. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financia...
S9E14: GDP deceleration
WealthVest: The Weekly Bull & Bear - May 01, 2024 19:31 - 19 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discussed the most recent GDP report, Jaime Dimon's comments on the 1970s, value stocks, and recent developments in U.S.-China relations. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services mark...
S9E13: Second interview with George Robertson
WealthVest: The Weekly Bull & Bear - April 26, 2024 17:14 - 58 minutes ★★★★★ - 20 ratingsGeorge Robertson is on as a repeat guest in this episode of WealthVest: The Weekly Bull & Bear. The discussion covers a wide range of topics, including Fed policy and relevance, MMT, consumer sentiment, and inflation's effect on corporate profits. WealthVest – based in Bozeman, MT, and San Fran...
S9E12: Tesla Layoffs and Iran's Response
WealthVest: The Weekly Bull & Bear - April 17, 2024 20:37 - 22 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss future Fed rate cuts, Tesla layoffs, copper prices and Iran's attack on Israel. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed a...
S9E11: Q1 2024 Earnings and Inflation
WealthVest: The Weekly Bull & Bear - April 11, 2024 18:59 - 20 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the most recent inflation report, earnings season, jobs, oil prices, and the long-term decline of publicly listed companies. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing a...
S9E10: Q1 2024 Recap
WealthVest: The Weekly Bull & Bear - April 03, 2024 22:12 - 18 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim discuss Q1 2024 equity performance, international exposure, U.S. manufacturing and increased productivity. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm speci...
S9E9: Upcoming Rate Cut Decision
WealthVest: The Weekly Bull & Bear - March 18, 2024 17:41 - 21 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Powell's comments on rate cuts, private sector job growth, the 10-year treasury and the developments in Congress. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distrib...
S9E8: Waller asks, "What's the rush?"
WealthVest: The Weekly Bull & Bear - February 28, 2024 17:43 - 21 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Federal Reserve Gov. Christopher Waller's statements on rate cuts, the risk of a second wave of inflation, U.S. home sales and tech layoffs. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial ser...
S9E7: Dividends and Freight Inflation
WealthVest: The Weekly Bull & Bear - February 22, 2024 23:29 - 20 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss retail sales, dividends, freight inflation and varying views on China's economic trajectory. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializi...
S9E6: January shows hot inflation
WealthVest: The Weekly Bull & Bear - February 15, 2024 23:22 - 15 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss January's CPI results, an upcoming decade of debt, the budget deficit over the year, oil, and Tim's most recent blog, " Einhorn's epiphany." WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial servic...
S9E5: 2023 GDP and January Layoffs
WealthVest: The Weekly Bull & Bear - February 09, 2024 15:58 - 21 minutes ★★★★★ - 20 ratingsIn this episode Drew and Tim discuss the GDP numbers, January layoffs, market concentration, the IMF upgrading their forecast and turmoil in Congress. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fi...
S9E4: Banks Revise 2024 Forecasts
WealthVest: The Weekly Bull & Bear - January 25, 2024 23:05 - 25 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the upcoming GDP and PCE report, bank forecasts for 2024, the IMF's report on the impact of the Fed rate hikes and election developments. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial service...
S9E3: Trouble in the Red Sea
WealthVest: The Weekly Bull & Bear - January 19, 2024 22:16 - 21 minutes ★★★★★ - 20 ratingsIn this episode Drew and Tim discussed December's CPI numbers, consumer spending, Bitcoin ETFs, the U.S. budget deficit and the crisis in the Red sea. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fi...
S9E2: Interview with Brad Pineault
WealthVest: The Weekly Bull & Bear - January 11, 2024 21:55 - 44 minutes ★★★★★ - 20 ratingsIn this episode Brad Pineault, Capital Markets Strategist for Fidelity Institutional, joined Tim and Drew to discuss the market outlook for 2024. Sectors, earnings estimates, bonds, geo-political risk, consumer sentiment and the housing market are all discussed in this wide-ranging conversation....
S9E1: Season 9 Premiere
WealthVest: The Weekly Bull & Bear - January 09, 2024 01:05 - 29 minutes ★★★★★ - 20 ratingsIn this first episode of 2024, Drew and Tim discuss market activity in the new year, jobs and the Jolts survey, sectors to watch in 2024, corporate pricing power and developments in the Middle East and the effect on oil markets. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a ...
S8E37: Interview with Marc Zabicki, CIO and Director of Research at LPL Financial
WealthVest: The Weekly Bull & Bear - December 15, 2023 21:05 - 32 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim interviewed Marc Zabicki, CIO and Director of Research at LPL Financial. They discussed 2024 predictions, earnings growth, valuations, near shoring, the Fed and political risk. WealthVest – based in Bozeman, MT, and San Franci...
S8E36: Charles Munger's life and cooling job market
WealthVest: The Weekly Bull & Bear - December 07, 2023 22:38 - 19 minutes ★★★★★ - 20 ratingsIn this episode Drew and Tim discuss bond yields in 2024, job openings, China's hidden debt and Charles Munger's life. 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 hi...
S8E35: Interview with Gene Goldman, CFA
WealthVest: The Weekly Bull & Bear - November 29, 2023 00:05 - 36 minutes ★★★★★ - 20 ratingsIn this recent podcast episode, Drew and Tim interviewed Gene Goldman, CFA, who is the Chief Investment Officer at Cetera Investment Management. In this episode the three major themes for 2024, reasons for optimism, favorite sectors and asset classes, bond yield expectations and major market ris...
S8E34: Slow Retail Coming into Thanksgiving
WealthVest: The Weekly Bull & Bear - November 21, 2023 23:42 - 19 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss November retail sales, the magnificent 7 in 2024, U.S. crude, increased de-dollarization around the world, and the U.S.- China talks. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services ma...
S8E33: The Stock Market Loves October's CPI
WealthVest: The Weekly Bull & Bear - November 17, 2023 16:11 - 21 minutes ★★★★★ - 20 ratingsIn this week of WealthVest: The Weekly Bull & Bear Tim and Drew discuss the CPI report, consumer sentiment, consumer spending, gas prices and Moody's outlook. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixe...
S8E32: Bear market rally or sustained upswing?
WealthVest: The Weekly Bull & Bear - November 09, 2023 22:25 - 22 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew discuss non-farm payrolls, labor costs, whether we are in a bear market rally or a sustained upswing, technical indicators and the recent elections. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial ser...
S8E31: October PCE and GDP
WealthVest: The Weekly Bull & Bear - November 03, 2023 16:43 - 17 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear Tim and Drew discuss inflation and consumer spending, US GDP, the auto strikes and developments in the Israel- Gaza conflict. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm...
S8E30: Adam Parker, CEO and Founder of Trivariate Research
WealthVest: The Weekly Bull & Bear - October 25, 2023 16:55 - 41 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Adam Parker, CEO and founder of Trivariate Research. They discuss Adam's history in the industry, the changes in sell-side research and independent research, Trivariate's unique value proposition, valuations, energy,...
S8E29: September Retail Surge
WealthVest: The Weekly Bull & Bear - October 20, 2023 20:37 - 19 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the earnings reports so far, retail sales, US economic data, the odds of a year-end rally and the continued chaos in the House of Representatives. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financi...
S8E28: Worst Attack Since the Yom Kippur War
WealthVest: The Weekly Bull & Bear - October 12, 2023 21:54 - 17 minutes ★★★★★ - 20 ratingsIn this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim discuss the IMF's growth projections for the US, the housing industry's letter to Fed Chair Jerome Powell, and the attack on Israel and its ramifications for the world and the markets. WealthVest – based in Bozeman, MT, and San...
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