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WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world.
Listen in as we analyze these developments and shine a light on the events that matter to us.
Disclosures:
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| Episode | Date |
|---|---|
|
S11E31: Bob Sheehan, Founder and Macro Strategist at Lighthouse Macro
|
Oct 02, 2026 |
|
S11E30: Regulating the AI Race
|
Sep 24, 2026 |
|
S11E29: The AI Slowdown
|
Sep 17, 2026 |
|
S11E28: Tariffs, Oil, and a Looming Rate Hike
|
Sep 10, 2026 |
|
S11E27: The Reawakened Debasement Trade
|
Aug 26, 2026 |
|
S11E26: Global bond yields hit multi-decade highs
|
Aug 20, 2026 |
|
S11E25: Nvidia's $500 billion gamble
|
Aug 11, 2026 |
|
S11E24: Situational Awareness
|
Aug 06, 2026 |
|
S11E23: The World Cup and the Iran War Resumes
|
Jul 23, 2026 |
|
S11E22: Manoj Pradhan, Founder of Talking Heads Macroeconomics
|
Jul 09, 2026 |
|
S11E21: Danny Dayan's June 2026 Macro Musings
|
Jun 26, 2026 |
|
S11E20: SpaceX and a MOU
|
Jun 18, 2026 |
|
S11E19: The Summer of IPOs
|
Jun 03, 2026 |
|
S11E18: Oil Off, PCE On Deck, and Dueling Confidence Gauges
|
May 28, 2026 |
|
S11E17: What is the Bond Market Telling Us?
|
May 20, 2026 |
|
S11E16: Sam Rahman, Hedgeye Asset Management, LLC.
|
May 12, 2026 |
|
S11E15: Jerome Powell's Final FOMC Meeting
|
Apr 30, 2026 |
|
S11E14: Labor strength, and a blockade of the blockade
|
Apr 16, 2026 |
|
S11E13: David Cervantes on Iran, Oil and Labor
|
Apr 01, 2026 |
|
S11E12: Iran War Reprieve?
|
Mar 25, 2026 |
|
S11E11: Patrick Kent, Portfolio Manager at Hedgeye Asset Management
|
Mar 19, 2026 |
|
S11E10: John Roque, Head of Technical Analysis at 22V Research
|
Mar 11, 2026 |
|
S11E9: Paul Sankey, Lead Analyst at Sankey Research
|
Mar 06, 2026 |
|
S11E8: Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro
|
Feb 25, 2026 |
|
S11E7: Aditya Bhave, Senior US Economist at Bank of America
|
Feb 18, 2026 |
|
S11E6: The Bull&Bear Case for Employment
|
Feb 12, 2026 |
|
S11E5: Parabolic Metals
|
Feb 05, 2026 |
|
S11E4: The Rupture and a Possible Shutdown
|
Jan 28, 2026 |
|
S11E3: The Greenland Trade
|
Jan 21, 2026 |
|
S11E2: Aahan Menon, Founder of Prometheus Research
|
Jan 13, 2026 |
|
S11E1: Dr. Jeffrey Roach, Chief Economist at LPL Financial
|
Jan 08, 2026 |
|
S10E41: Danny Dayan's Macro Musings
|
Dec 18, 2025 |
|
S10E40: December Rate Cut
|
Dec 11, 2025 |
|
S10E39: Kevin Hassett and the Beige Book
|
Dec 03, 2025 |
|
S10E38: AI Repricing and Investor Behavior
|
Nov 20, 2025 |
|
S10E37: David Cervantes talks 2026 outlook
|
Nov 13, 2025 |
|
S10E36: Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares
|
Nov 03, 2025 |
|
S10E35: Credit 'cockroaches'
|
Oct 22, 2025 |
|
S10E34: Michael Green, Chief Strategist at Simplify Asset Management
|
Oct 15, 2025 |
|
S10E33: Shutdown and Gold Bugs
|
Oct 10, 2025 |
|
S10E32: The Fed cuts and dot plots
|
Sep 19, 2025 |
|
S10E31: Job revisions, confidence, and rate cuts
|
Sep 11, 2025 |
|
S10E30: Appeals court strikes down tariffs
|
Sep 05, 2025 |
|
S10E29: Craig Shapiro of the Bear Traps Report
|
Aug 27, 2025 |
|
S10E28: Jackson Hole 2025
|
Aug 22, 2025 |
|
S10E27: July's inflation and Christopher Waller
|
Aug 14, 2025 |
|
S10E26: Big BLS Revisions
|
Aug 06, 2025 |
|
S10E25: Q2 2025 GDP
|
Jul 30, 2025 |
|
S10E24: Earnings Season and Mineral Deals
|
Jul 28, 2025 |
|
S10E23: Powell Under Pressure
|
Jul 17, 2025 |
|
S10E22: Christopher Clarke, Assistant Professor of Economics at Washington State University
|
Jul 10, 2025 |
|
S10E21: Ceasefire
|
Jul 01, 2025 |
|
S10E20: Israel, Iran, and Oil
|
Jun 18, 2025 |
|
S10E19: Apple in China
|
Jun 03, 2025 |
|
S10E18: Housing and the Big, Beautiful Bill
|
May 28, 2025 |
|
S10E17: Peter Boockvar, CIO of Bleakley Financial
|
May 22, 2025 |
|
S10E16: The Fed Stays Steady
|
May 09, 2025 |
|
S10E15: Gene Goldman, CIO for Cetera Investment Management
|
Apr 30, 2025 |
|
S10E14: David Cervantes, Founder of Pine Brook Capital Management
|
Apr 23, 2025 |
|
S10E13: Liquidation Week
|
Apr 10, 2025 |
|
S10E12: Dr. Wade Pfau
|
Apr 08, 2025 |
|
S10E11: Liberation Day
|
Apr 02, 2025 |
|
S10E10: Market bounce and a weaker dollar
|
Mar 27, 2025 |
|
S10E9: The Tesla Chainsaw Massacre
|
Mar 12, 2025 |
|
S10E8: Between the Bulls and the Bears
|
Mar 04, 2025 |
|
S10E7: Rob Simone, Former Head of REIT Research at Hedgeye
|
Feb 27, 2025 |
|
S10E6: Dr. Col Jeff McCausland, ULM Strategic Consulting
|
Feb 24, 2025 |
|
S10E5: January Jobs and Tariffs
|
Feb 11, 2025 |
|
S10E4: Interview with Peter McNally
|
Feb 07, 2025 |
|
S10E3: DeepSeek disrupts the AI industry
|
Jan 28, 2025 |
|
S10E2: Interview with Danny Dayan, President of DSD Global Holdings
|
Jan 21, 2025 |
|
S10E1: Framing 2025
|
Jan 09, 2025 |
|
S9E38: Slower rate cuts and drones in New Jersey
|
Dec 17, 2024 |
|
S9E37: David Cervantes, founder and manager of Pinebrook Capital Management
|
Dec 11, 2024 |
|
S9E36: Commerce and Treasury Picks
|
Dec 04, 2024 |
|
S9E35: Adam Parker, Trivariate Research founder and CEO
|
Nov 19, 2024 |
|
S9E34: The Trump Trade
|
Nov 13, 2024 |
|
S9E33: $100 trillion in global debt
|
Nov 04, 2024 |
|
S9E32: Small Caps and Sovereign Wealth Funds
|
Oct 18, 2024 |
|
S9E31: What if the Ayatollah has no clothes?
|
Oct 08, 2024 |
|
S9E30: "China Week" in the Hill
|
Oct 01, 2024 |
|
S9E29: September Rate Cut
|
Sep 20, 2024 |
|
S9E28: JOLTS report and August unemployment
|
Sep 09, 2024 |
|
S9E27: Mortgage Applications Slide
|
Aug 28, 2024 |
|
S9E26: Jerome's in Jackson
|
Aug 21, 2024 |
|
S9E25: A Tonal Shift
|
Aug 16, 2024 |
|
S9E24: July Unemployment
|
Aug 05, 2024 |
|
S9E23: Reasons for July 23rds sell-off
|
Jul 29, 2024 |
|
S9E22: September rate cuts and J.D. Vance
|
Jul 17, 2024 |
|
S9E21: Cooling inflation and post-debate turmoil
|
Jul 12, 2024 |
|
S9E20: Stocks after a rate cut
|
Jun 25, 2024 |
|
S9E19: AI and IPOs
|
Jun 13, 2024 |
|
S9E18: Hedge Funds and the Mag 7
|
Jun 06, 2024 |
|
S9E17: The Bond Vigilantes Are Coming
|
May 30, 2024 |
|
S9E16: The return of the start-up
|
May 16, 2024 |
|
S9E15: May relief rally
|
May 07, 2024 |
|
S9E14: GDP deceleration
|
May 01, 2024 |
|
S9E13: Second interview with George Robertson
|
Apr 26, 2024 |
|
S9E12: Tesla Layoffs and Iran's Response
|
Apr 17, 2024 |
|
S9E11: Q1 2024 Earnings and Inflation
|
Apr 11, 2024 |
|
S9E10: Q1 2024 Recap
|
Apr 03, 2024 |
|
S9E9: Upcoming Rate Cut Decision
|
Mar 18, 2024 |
|
S9E8: Waller asks, "What's the rush?"
|
Feb 28, 2024 |
|
S9E7: Dividends and Freight Inflation
|
Feb 22, 2024 |
|
S9E6: January shows hot inflation
|
Feb 15, 2024 |
|
S9E5: 2023 GDP and January Layoffs
|
Feb 09, 2024 |
|
S9E4: Banks Revise 2024 Forecasts
|
Jan 25, 2024 |
|
S9E3: Trouble in the Red Sea
|
Jan 19, 2024 |
|
S9E1: Season 9 Premiere
|
Jan 09, 2024 |
|
S8E37: Interview with Marc Zabicki, CIO and Director of Research at LPL Financial
|
Dec 15, 2023 |
|
S8E36: Charles Munger's life and cooling job market
|
Dec 07, 2023 |
|
S8E35: Interview with Gene Goldman, CFA
|
Nov 29, 2023 |
|
S8E34: Slow Retail Coming into Thanksgiving
|
Nov 21, 2023 |
|
S8E33: The Stock Market Loves October's CPI
|
Nov 17, 2023 |
|
S8E32: Bear market rally or sustained upswing?
|
Nov 09, 2023 |
|
S8E31: October PCE and GDP
|
Nov 03, 2023 |
|
S8E30: Adam Parker, CEO and Founder of Trivariate Research
|
Oct 25, 2023 |
|
S8E29: September Retail Surge
|
Oct 20, 2023 |
|
S8E28: Worst Attack Since the Yom Kippur War
|
Oct 12, 2023 |
|
S8E27: Congressional Turmoil and Housing Downturn
|
Oct 06, 2023 |
|
S8E26: Fiscal Dominance with George Robertson
|
Sep 29, 2023 |
|
S8E25: August Jobs and Unionization
|
Sep 06, 2023 |
|
S8E24: Retail Slump and Corporate Consolidation
|
Aug 31, 2023 |
|
S8E23: Tech Pullback and Level Home Prices
|
Aug 23, 2023 |
|
S8E22: Hot Strike Summer
|
Aug 17, 2023 |
|
S8E21: Fitch Downgrade
|
Aug 09, 2023 |
|
S8E20: Oil Prices and Recent Home Sales
|
Aug 01, 2023 |
|
S8E19: Why haven't we seen a recession yet?
|
Jul 25, 2023 |
|
S8E18: Manufacturing Construction and Consumer Confidence
|
Jul 13, 2023 |
|
S8E17: Corporate Defaults and Russia Fallout
|
Jun 28, 2023 |
|
S8E16: Commodity Slowdown
|
Jun 21, 2023 |
|
S8E15: Inflationary Respite
|
Jun 20, 2023 |
|
S8E14: Debt Ceiling Deal
|
May 30, 2023 |
|
S8E13: Homebuilder Sentiment and Gold
|
May 23, 2023 |
|
S8E12: The case for 'flat and fat' equity returns
|
May 16, 2023 |
|
S8E11: April Earnings and Expected Tax Receipts
|
Apr 24, 2023 |
|
S8E10: Wholesale inflation and bank earnings
|
Apr 17, 2023 |
|
S8E9: March Jobs and Credit Outlook
|
Apr 12, 2023 |
|
S8E8: Bank Stabilization
|
Mar 29, 2023 |
|
S8E7: Bank Fallout Continues
|
Mar 21, 2023 |
|
S8E6: A Run on the Banks
|
Mar 15, 2023 |
|
S8E5: Housing Weakness and Brexit Regrets
|
Mar 10, 2023 |
|
S8E4: Interview with Torsten Slok, Partner and Chief Economist at Apollo
|
Feb 17, 2023 |
|
S8E3: January Jobs Report
|
Feb 14, 2023 |
|
S8E2: The Debt Ceiling
|
Feb 03, 2023 |
|
S8E1: Season 8 Premiere
|
Jan 23, 2023 |
|
S7E12: Season 7 Finale
|
Dec 22, 2022 |
|
S7E11: Rail Strike and Oil Cap
|
Dec 09, 2022 |
|
S7E10: Protests in China
|
Dec 02, 2022 |
|
S7E9: November Update with Jonathan Golub and Tim Pierotti
|
Nov 14, 2022 |
|
S7E8: Homebuilders and PCE Forecasts
|
Nov 10, 2022 |
|
S7E7: U.S. Business Activity Contracts
|
Oct 28, 2022 |
|
S7E6: Bernanke's Nobel Prize
|
Oct 21, 2022 |
|
S7E5: Underestimating Unemployment
|
Oct 13, 2022 |
|
S7E4: The Strength of the Dollar
|
Oct 06, 2022 |
|
S7E3: WealthVest- Drawing Capital September 2022
|
Oct 04, 2022 |
|
S7E2: Hot Inflation and 1970's Parallels
|
Sep 16, 2022 |
|
S7E1: Russia Halts the Gas
|
Sep 08, 2022 |
|
S6E23: J.P. Morgan's 10 Indicators
|
Aug 31, 2022 |
|
S6E22: Are We in a Recession?
|
Aug 08, 2022 |
|
S6E21: July Economic Update
|
Jul 29, 2022 |
|
S6E20: June's CPI
|
Jul 27, 2022 |
|
S6E19: USD/ Euro Parity
|
Jul 15, 2022 |
|
S6E18: Russian Default
|
Jul 06, 2022 |
|
S6E17: Manufacturing and GDPNow
|
Jun 24, 2022 |
|
S6E16: Credit Card Debt and Recessionary Concerns
|
Jun 22, 2022 |
|
S6E15: Tesla Layoffs and the Black Sea Blockade
|
Jun 13, 2022 |
|
S6E14: Oil Capex and Taiwan
|
Jun 06, 2022 |
|
S6E13: McDonalds Leaves Russia
|
Jun 01, 2022 |
|
S6E12: Tim Pierotti Guest
|
May 10, 2022 |
|
S6E11: Louis G. Navellier, Navellier & Associates
|
May 02, 2022 |
|
S6E10: Potential Russian Default
|
Apr 26, 2022 |
|
S6E9: Brainard's Comments
|
Apr 08, 2022 |
|
S6E8: WealthVest/ Janus Henderson March 2022
|
Apr 01, 2022 |
|
S6E7: Fed Rate Hike
|
Mar 17, 2022 |
|
S6E6: Russia and Ukraine at War
|
Mar 07, 2022 |
|
S6E5: WealthVest/ Drawing Capital February 2022
|
Mar 01, 2022 |
|
S6E4: Ukraine and Disney
|
Feb 18, 2022 |
|
S6E3: Solid Jobs Report and Meta Sell-Off
|
Feb 10, 2022 |
|
S6E2: Rebound Week
|
Feb 03, 2022 |
|
S6E1: WealthVest / Credit Suisse Season 6 Premiere
|
Jan 21, 2022 |
|
S5E14: 2021 Wrap Up
|
Dec 21, 2021 |
|
S5E13: Why is it Harder to Measure Productivity?
|
Dec 13, 2021 |
|
S5E12: Omicron Variant
|
Dec 03, 2021 |
|
S5E11: Travel Ban Lifted
|
Nov 18, 2021 |
|
S5E10: Vaccine Mandates and Manufacturing Activity
|
Nov 09, 2021 |
|
S5E9: The Great Resignation
|
Nov 02, 2021 |
|
S5E8: WealthVest/ Drawing Capital October 2021
|
Oct 20, 2021 |
|
S5E7: Merck to the Rescue
|
Oct 11, 2021 |
|
S5E6: Evergrande
|
Sep 28, 2021 |
|
S5E5: Warren Buffett Turns 91
|
Sep 20, 2021 |
|
S5E4: FDA Approval and Used Cars
|
Sep 02, 2021 |
|
S5E3: Evictions and a Crypto bill
|
Sep 02, 2021 |
|
S5E2: A Shrinking Workforce
|
Aug 02, 2021 |
|
S5E1: WealthVest/ Credit Suisse July 2021
|
Jul 21, 2021 |
|
S4E16: Amazon Sued
|
Jun 04, 2021 |
|
S4E15: Gas Prices and Rare Earth Metals
|
May 20, 2021 |
|
S4E14: Weak April Payrolls and Vaccine Patent Protections
|
May 13, 2021 |
|
S4E13: ESG Funds and Shifting Economic Powerhouses
|
Apr 30, 2021 |
|
S4E12: Investing in Space and a Hot Housing Marker
|
Apr 27, 2021 |
|
S4E11: WealthVest/ Drawing Capital: Bitcoin and SPACs
|
Apr 01, 2021 |
|
S4E10: Aramco and the Fed on crypto
|
Mar 25, 2021 |
|
S4E9: Roblox and the increased normalcy of UBI
|
Mar 19, 2021 |
|
S4E8: The market reacts to the stimulus
|
Mar 10, 2021 |
|
S4E7: When America Sneezes the World Catches a Cold
|
Mar 03, 2021 |
|
S4E6: WealthVest/ Credit Suisse February 2021
|
Mar 02, 2021 |
|
S4E5: WealthVest/ Drawing Capital- Round 2
|
Feb 16, 2021 |
|
S4E4:Wall Street Bets and Vaccines
|
Feb 04, 2021 |
|
S4E3: Executive orders and U.S.-China relations
|
Jan 28, 2021 |
|
S4E2: Inauguration
|
Jan 21, 2021 |
|
S4E1: New Year New Season
|
Jan 19, 2021 |
|
S3E8: Wrapping up 2020
|
Dec 05, 2020 |
|
S3E7: Jason Labrum, Intelligence Driven Advisers
|
Nov 30, 2020 |
|
S3E6: A Vaccine and Post-Election Take
|
Nov 17, 2020 |
|
S3E5: Tech Update-- Drawing Capital
|
Nov 04, 2020 |
|
S3E4: Stimulus showdown
|
Oct 16, 2020 |
|
S3E3: October's Prospects and Upcoming Earnings Season
|
Oct 08, 2020 |
|
S3E2: Apple, Tesla and the state of trade
|
Sep 29, 2020 |
|
S3E1: Alexander Altmann, Head of Equity Trading Strategy at Citibank
|
Sep 15, 2020 |
|
S2E33: Jonathan Golub, Chief U.S. Equity Strategist for Credit Suisse, Q2
|
Aug 04, 2020 |
|
S2E32: Vaccine Volunteers and Dividend Cuts
|
Jul 27, 2020 |
|
S2E31: Tesla and Treasuries
|
Jul 14, 2020 |
|
S2E30: Week of July 4th,2020
|
Jul 14, 2020 |
|
S2E29: Bank deposits and Amazon
|
Jun 24, 2020 |
|
S2E28: Choppy Trading and Stable Rates
|
Jun 16, 2020 |
|
S2E27: An Unexpected Jobs Report
|
Jun 10, 2020 |
|
S2E26: Increased Oversight and Are We In a Dead Cat Bounce?
|
May 28, 2020 |
|
S2E25: NYSE to Reopen and the FED Buys ETFs
|
May 20, 2020 |
|
S2E24: States Reopening and The Future of Beef
|
May 18, 2020 |
|
S2E23: Bonus Podcast-May Special Guest
|
May 11, 2020 |
|
S2E22: April's Rally and Autocrats
|
May 06, 2020 |
|
S2E21: United States of Amazon
|
May 04, 2020 |
|
S2E20: Expiring Oil Contracts and Continued Job Losses
|
Apr 24, 2020 |
|
S2E19: ANTs and An Aggressive FED
|
Apr 17, 2020 |
|
S2E18: The Paycheck Protection Program
|
Apr 14, 2020 |
|
S2E17: The DPA and Corporate Darwinism
|
Apr 03, 2020 |
|
S2E16: Working On a Deal and Stock Buybacks Post Corona
|
Mar 25, 2020 |
|
S2E15: Corona Woes Continue
|
Mar 13, 2020 |
|
S2E14: Volatility Onslaught
|
Mar 05, 2020 |
|
S2E13: Just Another Manic Monday
|
Feb 27, 2020 |
|
S2E12: 401k Millionaires and Credit Card Debt
|
Feb 19, 2020 |
|
S2E11: Jobless Claims and Huawei
|
Feb 17, 2020 |
|
S2E10: Growing Corona Virus Concerns and Iowa's Debacle
|
Feb 09, 2020 |
|
S2E9: The Corona Virus Fallout
|
Jan 29, 2020 |
|
S2E8: The Roaring 20's
|
Jan 23, 2020 |
|
S2E7: Wrapping Up The 2010's
|
Dec 22, 2019 |
|
S2E6: Paul Volcker's Legacy
|
Dec 13, 2019 |
|
S2E5: The Public Pension Crisis
|
Dec 05, 2019 |
|
S2E4: Best Bull Market Ever
|
Nov 21, 2019 |
|
S2E3: The Inverted Yield Reverted
|
Nov 13, 2019 |
|
S2E2: Average Inflation Targeting and the Sahm Rule
|
Nov 07, 2019 |
|
S2E1: IPOs and Mario Draghi
|
Oct 30, 2019 |
|
S2E0: Season 2 Trailer-Introducing Grant Collins
|
Oct 25, 2019 |
|
S1E9: Tech's role on interest rates, Hong Kong and the Primaries
|
Oct 04, 2019 |
|
S1E8: Manufacturing, Deficits and Brexit
|
Oct 03, 2019 |
|
S1E7: The Global Slowdown
|
Sep 04, 2019 |
|
S1E6: China's Long Cycle
|
Aug 09, 2019 |
|
S1E5: Slowing GDP
|
Aug 02, 2019 |
|
S1E4: Rate Cuts on the Horizon
|
Jul 26, 2019 |
|
S1E3: America's Longest Recovery
|
Jul 19, 2019 |
|
S1E2: FED Easing?
|
Jul 17, 2019 |
|
S1E1: The Launch
|
Jul 17, 2019 |
|
S1E0: Meet Your Hosts Tim Pierotti & Drew Dokken
|
May 31, 2019 |