WealthVest: The Weekly Bull & Bear

By WealthVest

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Episodes: 263

Description

WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. 


Listen in as we analyze these developments and shine a light on the events that matter to us.




Disclosures:

Securities brokerage services offered through World Equity Group, Inc. Member FINRA/ SIPC and a Registered Investment Advisor. 425 N. Martingale Road Suite 1220 Schaumburg, IL 60173. www.worldequitygroup.com. WealthVest, LLC. is neither owned nor controlled by World Equity Group, Inc., WealthVest, LLC. and World Equity Group, Inc, are independent companies.


Structured product securities offered through Institutional Securities Corporation, FINRA/SIPC member. WealthVest is neither owned nor controlled by Institutional Securities Corporation, 3500 Oak Lawn Ave., Suite 400, Dallas, TX 75219.


None of WealthVest, WEG or ISC are affiliated through ownership or any other control relationship.


Social Media Disclosures and Privacy Policy: https://www.wealthvest.com/legal-and-privacy


Hosted on Acast. See acast.com/privacy for more information.


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