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WealthVest
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. Hosted on Acast. See acast.com/privacy for more information.
Total 186 episodes
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S6E7: Fed Rate Hike

S6E7: Fed Rate Hike

In this episode Drew and Grant discuss the Fed rate hike, the holdup in the nomination process, oil prices tumbling, suspending the gas tax as public policy, global recessionary risks, Russia nearing default and the effectiveness of sanctions. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
28:1817/03/2022
S6E6: Russia and Ukraine at War

S6E6: Russia and Ukraine at War

In this episode Drew and Grant discuss the Russian invasion of Ukraine, the response of the international community, stock performance in times of geo-political crisis and the aftermath, the global economic consequences of the war, Russia losing access to Swift, volatility-based commodity plays and REITS. Sources: https://www.cnbc.com/2022/02/24/stock-market-futures-open-to-close-news.html https://www.nytimes.com/2022/02/22/business/russia-ukraine-stock-markets.html https://www.economist.com/finance-and-economics/2022/02/25/the-economic-consequences-of-the-war-in-ukraine https://www.marketwatch.com/story/as-the-stock-market-struggles-look-at-these-hard-asset-commodity-funds-11645620617?mod=investing https://www.marketwatch.com/video/sectorwatch/reits-outperformed-the-sp-500-in-2021-here-what-to-watch-in-2022/751D8AEA-39DC-4853-81B1-24659C66AF9A.html https://www.kiplinger.com/investing/reits/603944/the-12-best-reits-to-buy-for-2022 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
24:3907/03/2022
S6E5: WealthVest/ Drawing Capital February 2022

S6E5: WealthVest/ Drawing Capital February 2022

In this episode of WealthVest: The Weekly Bull&Bear, Sean van der Wal and Sagar Joshi of Drawing Capital come back on the podcast. Topics including: Tech stocks, major technological trends, the metaverse, corporations creating their own cryptocurrencies, automation and what it means for the future of work, and how the U.S. is lagging behind China in the race to 5-g are all covered. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
28:5501/03/2022
S6E4: Ukraine and Disney

S6E4: Ukraine and Disney

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Grant discuss the crisis in Ukraine, a decline in Covid cases, Disney stock, Uber earnings, inflation, mortgage demand, consumer debt and government debt across the globe. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
19:3218/02/2022
S6E3: Solid Jobs Report and Meta Sell-Off

S6E3: Solid Jobs Report and Meta Sell-Off

In this episode of WealthVest: The Weekly Bull&Bear; Drew and Grant discuss Ark Invest, Amazon's earnings, the jobs report, Facebook's drop, the European Central Bank's interest rate policy and some of the newly proposed SEC regulations. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
22:2110/02/2022
S6E2: Rebound Week

S6E2: Rebound Week

In this episode of WealthVest: The Weekly Bull&Bear, Grant and Drew discuss recent earnings reports and stock movers, GDP growth, The IMF's forecast on the global economy, new faces at the Fed, the possibility of a half-point rate hike, the U.S. Innovation and Competition Act and how companies have been forced to adapt to attract workers. 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 mannagement 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
23:0803/02/2022
S6E1: WealthVest / Credit Suisse Season 6 Premiere

S6E1: WealthVest / Credit Suisse Season 6 Premiere

In the season 6 premiere of WealthVest: The Weekly Bull& Bear, Jonathan Golub, Chief U.S. Equity Strategist and Head of Quantitative Research at Credit Suisse joins Drew and Grant to discuss GDP forecasts, earnings season, unemployment, inflation, Fed policy coming into 2022 and the bond 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, 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
25:4621/01/2022
S5E14: 2021 Wrap Up

S5E14: 2021 Wrap Up

In this final episode of 2021 for WealthVest: The Weekly Bull&Bear, Drew and Grant discuss Omicron, Mohammed El- Erian's statements on the Fed, inflation's threat to retirement plans and economic forecasts for 2022. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
16:2221/12/2021
S5E13: Why is it Harder to Measure Productivity?

S5E13: Why is it Harder to Measure Productivity?

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the omicron variant, productivity rates, why productivity is harder to analyze, the great resignation slow-down, a global comparison on the great resignation and the Fed's plans on tapering. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
21:3013/12/2021
S5E12: Omicron Variant

S5E12: Omicron Variant

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the Omicron variant, Jerome Powell as Fed chairman, Lael Brainard as vice chairman, the global tax agreement, Europe's early-stage tech companies and oil reserves. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
25:1903/12/2021
S5E11: Travel Ban Lifted

S5E11: Travel Ban Lifted

In this most recent episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss the lifting of the travel ban, lawsuits around the vaccine mandate , a strong jobs report, why yields fell despite a strong October jobs report, tech companies approaching a $3 trillion valuation, Ford stock, the bi-partisan infrastructure bill and OPEC members staying strong on production levels. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
21:5718/11/2021
S5E10: Vaccine Mandates and Manufacturing Activity

S5E10: Vaccine Mandates and Manufacturing Activity

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss Covid-19 vaccine mandate's, U.S. manufacturing activity, consumer confidence, how many Fed rate hikes the market has priced in, ESG funds and supply chain problems. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
26:1709/11/2021
S5E9: The Great Resignation

S5E9: The Great Resignation

In this episode of WealthVest: The Weekly Bull & Bear Drew and Grant discuss earnings season, GitLab's IPO, energy costs, Jamie Dimon's take on the pandemic, lost savings during Covid-19 and the " Great Resignation."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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
21:2102/11/2021
S5E8: WealthVest/ Drawing Capital October 2021

S5E8: WealthVest/ Drawing Capital October 2021

In this episode of WealthVest: The Weekly Bull&Bear, Sean van der Wal and Sagar Joshi of Drawing Capital join Drew and Grant, to discuss their new business unit DC Ventures, IPOs, Facebook, cryptocurrency developments, Chinese equities, the debt ceiling and the potential of stagflation.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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
30:1220/10/2021
S5E7: Merck to the Rescue

S5E7: Merck to the Rescue

In this episode of WealthVest: The Weekly Bull&Bear Drew and Grant discuss Merck's experimental pill, Pfizer's booster shot, 10-year treasury rates by years end, Costco and Nike warning of more inflation, dividend payouts, Michael Burry's subpoena and corporate debt levels. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
25:4911/10/2021
S5E6: Evergrande

S5E6: Evergrande

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Grant discuss Evergrande, the 50-day moving average, bargain stocks, homebuilder sentiment, British gas spikes, inflation mentions during earnings calls and the debt ceiling.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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
19:5128/09/2021
S5E5: Warren Buffett Turns 91

S5E5: Warren Buffett Turns 91

In this week of WealthVest: The Weekly Bull&Bear Drew and Grant discuss wage inflation, job openings, Berkshire Hathaway's shifting investments, Netflix, SEC plans to sue coinbase and a global tightening of monetary policy.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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
30:4720/09/2021
S5E4: FDA Approval and Used Cars

S5E4: FDA Approval and Used Cars

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss U.S. unemployment, a potential reduction of bond purchases, business confidence, oil prices, used car sales and a new theory on day trading.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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
19:3802/09/2021
S5E3: Evictions and a Crypto bill

S5E3: Evictions and a Crypto bill

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Grant discuss 2021's big themes, a new crypto bill in congress, the debt ceiling, pending home sales dropping and Lael Brainard as potential Fed Chair.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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
23:3002/09/2021
S5E2: A Shrinking Workforce

S5E2: A Shrinking Workforce

In this episode Drew and Grant discuss the National Bureau of Economic Research's report on the Covid-19 recession, wage inflation, various central bank responses and the current state of the infrastructure bill. 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
18:4702/08/2021
S5E1: WealthVest/ Credit Suisse July 2021

S5E1: WealthVest/ Credit Suisse July 2021

The first episode of season 5 features special guest Jonathan Golub, Managing Director and Chief U.S. Equity Strategist for Credit Suisse. Drew and Grant ask a series of questions and Jonathan gave his insights on inflation, growth and value stocks, why we are still seeing slack in the labor market and ESG fund performance.  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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
33:5721/07/2021
S4E15: Gas Prices and Rare Earth Metals

S4E15: Gas Prices and Rare Earth Metals

In this episode Drew and Grant discuss retail gas prices, April's inflation numbers, the labor shortage, multi-national taxation, the European Union's improved growth outlook and the race for rare earth metals. 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. Investment and investing involves risk, including possible loss of principal.  Hosted on Acast. See acast.com/privacy for more information.
25:2720/05/2021
S4E14: Weak April Payrolls and Vaccine Patent Protections

S4E14: Weak April Payrolls and Vaccine Patent Protections

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. 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. Investment and investing involves risk, including possible loss of principal.  Hosted on Acast. See acast.com/privacy for more information.
24:4013/05/2021
S4E13: ESG Funds and Shifting Economic Powerhouses

S4E13: ESG Funds and Shifting Economic Powerhouses

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 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. Investment and investing involves risk, including possible loss of principal.  Hosted on Acast. See acast.com/privacy for more information.
20:0230/04/2021
S4E12: Investing in Space and a Hot Housing Marker

S4E12: Investing in Space and a Hot Housing Marker

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 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. Investment and investing involves risk, including possible loss of principal.  Hosted on Acast. See acast.com/privacy for more information.
26:2527/04/2021
S4E11: WealthVest/ Drawing Capital: Bitcoin and SPACs

S4E11: WealthVest/ Drawing Capital: Bitcoin and SPACs

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-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. Investment and investing involves risk, including possible loss of principal.  Hosted on Acast. See acast.com/privacy for more information.
33:1001/04/2021
S4E10: Aramco and the Fed on crypto

S4E10: Aramco and the Fed on crypto

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://www.forbes.com/sites/christopherhelman/2021/03/22/saudi-aramco-earns-barely-enough-in-2020-to-support-70b-dividend---pricey-stock-trades-in-its-own-universe/?sh=3ac623fb73d3 https://www.cnbc.com/2021/03/22/cryptocurrencies-are-not-useful-stores-of-value-says-feds-powell.html https://www.cnbc.com/2021/03/18/weekly-jobless-claims.html https://www.cnbc.com/2021/03/21/coping-with-fear-anxiety-about-returning-to-pre-pandemic-life.html https://www.bloomberg.com/news/articles/2021-03-22/u-s-banks-loans-drop-to-another-record-low-as-deposits-surge?srnd=premium https://www.bloomberg.com/news/articles/2021-03-03/global-economic-recovery-will-be-driven-by-2-9-trillion-that-consumers-saved https://www.cnbc.com/2021/03/22/investing-in-china-foreigners-us-investors-attracted-to-china-bond-markets-.htmlWealthVest – 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. Investment and investing involves risk, including possible loss of principal.  Hosted on Acast. See acast.com/privacy for more information.
20:4425/03/2021
S4E9:  Roblox and the increased normalcy of UBI

S4E9: Roblox and the increased normalcy of UBI

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-warnings.html https://www.cnbc.com/2021/03/10/stimulus-update-biden-prepares-to-stake-presidency-on-infrastructure.html https://www.bloomberg.com/news/articles/2021-03-11/biden-s-build-back-better-plan-faces-hurdles-outside-of-gop-politics https://www.cnbc.com/2021/03/10/us-consumer-prices-rise-0point4percent-in-february-as-expected.html https://www.cnbc.com/2021/03/10/us-10-year-yield-could-spike-well-above-2percent-in-the-next-three-months.html?__twitter_impression=true&recirc=taboolainternalhttps://www.marketwatch.com/story/the-stimulus-money-isnt-going-to-be-spent-bank-of-america-says-so-here-are-the-investment-moves-to-make-11615376336?siteid=yhoof2 https://www.economist.com/finance-and-economics/2021/03/02/might-the-pandemic-pave-the-way-for-a-universal-basic-income 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
24:1119/03/2021
S4E8: The market reacts to the stimulus

S4E8: The market reacts to the stimulus

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-the-start-of-a-hiring-boom-as-the-economy-reopens.html https://www.cnbc.com/2021/03/02/10percent-gdp-growth-the-us-economy-is-on-fire-and-is-about-to-get-stoked-even-more.html https://www.cnn.com/2021/03/05/politics/unemployment-benefits-senate-relief-package/index.html https://www.cnbc.com/2021/03/05/americans-angry-over-1400-dollar-stimulus-payment-eligibility-being-limited.html https://www.cnbc.com/2021/03/05/us-trade-deficit-january-2021.html https://www.cnbc.com/2021/03/03/mortgage-application-demand-stalls-as-interest-rates-surge-.html 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. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
19:0310/03/2021
S4E7: When America Sneezes the World Catches a Cold

S4E7: When America Sneezes the World Catches a Cold

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, 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.
27:2403/03/2021
S4E6: WealthVest/ Credit Suisse February 2021

S4E6: WealthVest/ Credit Suisse February 2021

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 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.
22:4902/03/2021
S4E5: WealthVest/ Drawing Capital- Round 2

S4E5: WealthVest/ Drawing Capital- Round 2

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 about Drawing Capital's research and opinions, you can sign up for Drawing Capital's free weekly newsletter at drawingcapital.substack.com.Sources: 1.      https://www.cnbc.com/2021/01/29/op-ed-investors-parking-money-in-big-tech-names-should-think-twice.html 2.      https://www.eyeonannapolis.net/2021/02/the-ins-and-outs-of-investing-in-tech-stocks-in-2021/ 3. https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/how-covid-19-has-pushed-companies- over-the-technology-tipping-point-and-transformed-business-forever 4.      https://www.cnbc.com/2021/01/26/net-neutrality-foe-and-departed-fcc-chairman-ajit-pai-stands-by-repeal.html 5.      https://www.bloomberg.com/news/articles/2020-11-13/dissecting-china-s-crackdown-on-its-internet-giants-quicktake 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.
29:4116/02/2021
S4E4:Wall Street Bets and Vaccines

S4E4:Wall Street Bets and Vaccines

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.html https://www.cnbc.com/2021/01/27/roaring-20s-after-the-pandemic-big-banks-warn-be-careful-what-you-wish-for.html https://www.cnbc.com/2021/01/28/the-fed-doesnt-see-.html https://www.cnbc.com/2021/01/15/us-producer-price-index-december-2020.html https://www.economist.com/leaders/2021/01/30/europe-needs-quicker-vaccinations-and-more-stimulus https://www.cnbc.com/2021/01/28/oil-markets-coronavirus.html https://www.cnbc.com/2021/01/20/us-role-in-the-oil-market-still-important-under-biden-uae-minister.html 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.
18:4104/02/2021
S4E3: Executive orders and U.S.-China relations

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

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.htmlhttps://www.cnbc.com/2021/01/21/barry-sternlicht-stock-market-frenzy-feels-like-1999-dot-com-bubble.html https://www.economist.com/finance-and-economics/2021/01/19/will-joe-bidens-fiscal-stimulus-overheat-the-american-economy https://www.nytimes.com/2021/01/21/business/economy/unemployment-insurance.htmlhttps://foreignpolicy.com/2021/01/19/china-huawei-western-tech-hostages-national-firms/ https://www.csis.org/analysis/complex-inheritance-transitioning-new-approach-china https://www.cnn.com/2021/01/24/investing/us-china-foreign-direct-investment/index.html https://www.npr.org/2020/12/29/949257672/the-spectacular-rise-of-spacs-the-backwards-ipo-thats-taking-over-wall-street https://www.bloomberg.com/opinion/articles/2021-01-20/why-goldman-sachs-boss-is-right-about-spac-mania 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.
27:5028/01/2021
S4E2: Inauguration

S4E2: Inauguration

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 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.
20:4321/01/2021
S4E1: New Year New Season

S4E1: New Year New Season

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. 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.
22:1019/01/2021
S3E8: Wrapping up 2020

S3E8: Wrapping up 2020

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 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.
23:2305/12/2020
S3E7: Jason Labrum, Intelligence Driven Advisers

S3E7: Jason Labrum, Intelligence Driven Advisers

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 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.
40:0730/11/2020
S3E6: A Vaccine and Post-Election Take

S3E6: A Vaccine and Post-Election Take

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, 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.
22:1817/11/2020
S3E5: Tech Update-- Drawing Capital

S3E5: Tech Update-- Drawing Capital

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 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.
42:1304/11/2020
S3E4: Stimulus showdown

S3E4: Stimulus showdown

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 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.
21:4316/10/2020
S3E3: October's Prospects and Upcoming Earnings Season

S3E3: October's Prospects and Upcoming Earnings Season

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 WednesdayWealthVest – 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.
18:3308/10/2020
S3E2: Apple, Tesla and the state of trade

S3E2: Apple, Tesla and the state of trade

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 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.
18:5129/09/2020
S3E1: Alexander Altmann, Head of Equity Trading Strategy at Citibank

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

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.
17:0915/09/2020
S2E33: Jonathan Golub, Chief U.S. Equity Strategist for Credit Suisse, Q2

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

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.
39:0504/08/2020
S2E32: Vaccine Volunteers and Dividend Cuts

S2E32: Vaccine Volunteers and Dividend Cuts

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.
26:4427/07/2020
S2E31: Tesla and Treasuries

S2E31: Tesla and Treasuries

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.
28:3914/07/2020
S2E30: Week of July 4th,2020

S2E30: Week of July 4th,2020

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.
25:1414/07/2020
S2E29: Bank deposits and Amazon

S2E29: Bank deposits and Amazon

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.
26:4324/06/2020
S2E28: Choppy Trading and Stable Rates

S2E28: Choppy Trading and Stable Rates

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.
24:1116/06/2020