WealthVest: The Weekly Bull & Bear
150 episodes listed below
Macro markets, tested against the tape.
The gist
WealthVest: The Weekly Bull & Bear is a market-analysis conversation for financial professionals watching macro pressure points in real time. Recent episodes connect oil volatility, Iran risk, labor-market strain, Fed constraints, technical signals, and household credit into a practical read on markets.
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About WealthVest: The Weekly Bull & Bear
WealthVest: The Weekly Bull & Bear is a weekly market conversation aimed at financial professionals who want more than headline reaction. It starts with what moved markets, then presses into why the move may be durable, fragile, or misunderstood. Recent episodes have been shaped by Iran risk, oil volatility, and the tension between relief rallies and physical energy-market constraints. The show spends real time on the difference between a futures curve and a forecast. That distinction matters here. Diesel prices, refinery outputs, plastics, fertilizers, transportation costs, and broader inflation channels all become part of the same market map. Labor is another recurring pressure point. The discussions question whether familiar recession triggers still work when demographics, immigration, deportations, AI investment, and long-term unemployment are changing the labor pool. The Fed is treated less as an abstraction than as an institution trapped between employment weakness and high inflation prints. Guests bring defined frameworks. David Cervantes talks through macro and labor risks. Patrick Kent brings a process-oriented discussion of information decay, price behavior, and the danger of stale conviction. John Roque brings technical analysis and market history into the conversation. Paul Sankey pushes into energy supply, spare capacity, and the changed sentiment around oil. Bob Sheehan examines inflation components and labor-market weakness. Aditya Bhave gives a constructive view of the U.S. economy and household balance sheets. Across those conversations, the show favors argument over polish. Views are tested, corrected, and sometimes revised midstream. That gives the program a useful professional texture: informed, informal, occasionally combative, and alert to what investors may be missing. It does not treat markets as a clean story. It treats them as a set of overlapping signals, with price action, policy, commodities, household credit, and human bias all competing for attention. The strongest episodes are less about prediction than discipline. They ask what new information should change, what remains unknowable, and where confidence may have outrun evidence.
Made for: Designed for financial professionals, active investors, advisors, and market watchers who follow macro data, energy, rates, labor, and risk assets closely. It best suits listeners comfortable with dense, fast-moving market conversation.
What sets it apart: The show pairs weekly market reaction with specialist conversations that challenge consensus reads on oil, inflation, labor, technicals, and portfolio process. Its edge is the habit of testing narratives against price action, physical-market mechanics, and changing data.
In their own words
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…
Why you'd press play
Tim Perotti and Drew Dockin make market convictions report for cross-examination.
Press play if you want
- price action treated as evidence, not an inconvenient rebuttal
- labor, inflation, and household debt connected without flattening the awkward parts
Talks about
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Episodes
- 1
S10E22: Christopher Clarke, Assistant Professor of Economics at Washington State University
·1h 1m - 2
S11E12: Iran War Reprieve?
·29m - 3
S10E4: Interview with Peter McNally
·38m - 4
S10E3: DeepSeek disrupts the AI industry
·19m - 5
S10E2: Interview with Danny Dayan, President of DSD Global Holdings
·1h 1m - 6
S10E1: Framing 2025
·34m - 7
S9E38: Slower rate cuts and drones in New Jersey
·24m - 8
S11E11: Patrick Kent, Portfolio Manager at Hedgeye Asset Management
·57m - 9
S11E10: John Roque, Head of Technical Analysis at 22V Research
·53m - 10
S11E9: Paul Sankey, Lead Analyst at Sankey Research
·49m - 11
S11E8: Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro
·55m - 12
S11E7: Aditya Bhave, Senior US Economist at Bank of America
·46m - 13
S11E6: The Bull&Bear Case for Employment
·27m - 14
S11E5: Parabolic Metals
·32m - 15
S11E4: The Rupture and a Possible Shutdown
·24m - 16
S11E3: The Greenland Trade
·23m - 17
S11E2: Aahan Menon, Founder of Prometheus Research
·55m - 18
S11E1: Dr. Jeffrey Roach, Chief Economist at LPL Financial
·59m - 19
S10E41: Danny Dayan's Macro Musings
·1h 19m - 20
S10E40: December Rate Cut
·29m - 21
S10E39: Kevin Hassett and the Beige Book
·23m - 22
S10E38: AI Repricing and Investor Behavior
·28m - 23
S10E37: David Cervantes talks 2026 outlook
·54m - 24
S10E36: Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares
·53m - 25
S10E35: Credit 'cockroaches'
·29m - 26
S10E34: Michael Green, Chief Strategist at Simplify Asset Management
·57m - 27
S10E33: Shutdown and Gold Bugs
·29m - 28
S10E32: The Fed cuts and dot plots
·28m - 29
S10E30: Appeals court strikes down tariffs
·26m - 30
S10E29: Craig Shapiro of the Bear Traps Report
·45m - 31
S10E28: Jackson Hole 2025
·30m - 32
S10E27: July's inflation and Christopher Waller
·25m - 33
S10E26: Big BLS Revisions
·25m - 34
S10E25: Q2 2025 GDP
·24m - 35
S10E24: Earnings Season and Mineral Deals
·27m - 36
S10E23: Powell Under Pressure
·21m - 37
S11E13: David Cervantes on Iran, Oil and Labor
·53m - 38
S10E21: Ceasefire
·25m - 39
S10E20: Israel, Iran, and Oil
·25m - 40
S10E19: Apple in China
·29m - 41
S10E18: Housing and the Big, Beautiful Bill
·26m - 42
S10E17: Peter Boockvar, CIO of Bleakley Financial
·45m - 43
S10E16: The Fed Stays Steady
·29m - 44
S10E15: Gene Goldman, CIO for Cetera Investment Management
·47m - 45
S10E14: David Cervantes, Founder of Pine Brook Capital Management
·53m - 46
S10E13: Liquidation Week
·27m - 47
S10E12: Dr. Wade Pfau
·36m - 48
S10E11: Liberation Day
·31m - 49
S10E10: Market bounce and a weaker dollar
·29m - 50
S10E9: The Tesla Chainsaw Massacre
·22m - 51
S10E8: Between the Bulls and the Bears
·26m - 52
S10E7: Rob Simone, Former Head of REIT Research at Hedgeye
·1h 2m - 53
S10E6: Dr. Col Jeff McCausland, ULM Strategic Consulting
·1h 3m - 54
S10E5: January Jobs and Tariffs
·28m - 55
S9E35: Adam Parker, Trivariate Research founder and CEO
·51m - 56
S9E34: The Trump Trade
·24m - 57
S9E33: $100 trillion in global debt
·26m - 58
S9E32: Small Caps and Sovereign Wealth Funds
·27m - 59
S9E31: What if the Ayatollah has no clothes?
·22m - 60
S9E30: "China Week" in the Hill
·21m - 61
S9E29: September Rate Cut
·22m - 62
S9E28: JOLTS report and August unemployment
·19m - 63
S9E27: Mortgage Applications Slide
·24m - 64
S9E26: Jerome's in Jackson
·16m - 65
S9E25: A Tonal Shift
·23m - 66
S9E24: July Unemployment
·23m - 67
S9E23: Reasons for July 23rds sell-off
·25m - 68
S9E22: September rate cuts and J.D. Vance
·21m - 69
S9E21: Cooling inflation and post-debate turmoil
·19m - 70
S9E20: Stocks after a rate cut
·23m - 71
S9E19: AI and IPOs
·19m - 72
S9E18: Hedge Funds and the Mag 7
·15m - 73
S9E17: The Bond Vigilantes Are Coming
·24m - 74
S9E16: The return of the start-up
·20m - 75
S9E15: May relief rally
·25m - 76
S9E14: GDP deceleration
·19m - 77
S9E13: Second interview with George Robertson
·58m - 78
S9E12: Tesla Layoffs and Iran's Response
·22m - 79
S9E11: Q1 2024 Earnings and Inflation
·21m - 80
S9E10: Q1 2024 Recap
·18m - 81
S9E9: Upcoming Rate Cut Decision
·22m - 82
S9E8: Waller asks, "What's the rush?"
·22m - 83
S9E7: Dividends and Freight Inflation
·21m - 84
S9E6: January shows hot inflation
·15m - 85
S9E5: 2023 GDP and January Layoffs
·21m - 86
S9E4: Banks Revise 2024 Forecasts
·26m - 87
S9E3: Trouble in the Red Sea
·21m - 88
S9E2: Interview with Brad Pineault
·44m - 89
S9E1: Season 9 Premiere
·29m - 90
S8E37: Interview with Marc Zabicki, CIO and Director of Research at LPL Financial
·33m - 91
S8E36: Charles Munger's life and cooling job market
·19m - 92
S8E35: Interview with Gene Goldman, CFA
·36m - 93
S8E34: Slow Retail Coming into Thanksgiving
·19m - 94
S8E33: The Stock Market Loves October's CPI
·21m - 95
S8E32: Bear market rally or sustained upswing?
·22m - 96
S8E31: October PCE and GDP
·18m - 97
S8E30: Adam Parker, CEO and Founder of Trivariate Research
·41m - 98
S10E31: Job revisions, confidence, and rate cuts
Drew Dockin and Tim Pratty discuss recent market movements, Oracle's surge, and the implications of PPI and CPI data for inflation and the economy.
·20m - 99
S9E37: David Cervantes, founder and manager of Pinebrook Capital Management
David Cervantes shares his background from Wells Fargo credit training to J.P.
·57m - 100
S9E36: Commerce and Treasury Picks
Drew Dockin and Tim Pratty discuss post-election market confidence driven by expectations of lower taxes and deregulation under a Trump presidency.
·23m - 101
S11E14: Labor strength, and a blockade of the blockade
Hidden gemTim and Drew discuss market movements driven by ceasefire negotiations and a day trader's success ignoring fundamentals.
Apr 16, 2026·25m·1 clip - 102
S11E13: David Cervantes on Iran, Oil and Labor
WealthVest: The Weekly Bull & Bear features Tim Perotti, Drew Dockin, and macro analyst David Cervantes discussing the March 31 market rally, WTI above $100, Iran, and the energy-supply shock.
Apr 1, 2026·53m·3 clips - 103
S11E12: Iran War Reprieve?
Hidden gemDrew Dockin and Tim Prati assess the March 24 Iran ceasefire narrative, questioning whether the Trump administration had a genuine negotiating partner while Iranian strikes continued.
Mar 25, 2026·29m·2 clips - 104
S11E11: Patrick Kent, Portfolio Manager at Hedgeye Asset Management
Hidden gemWealthVest: The Weekly Bull & Bear features Patrick Kent, a portfolio manager at Hedgeye Asset Management, discussing a career that began at a value fund in 1999 and included Morgan Stanley, BNY Mellon, Wellington Management, and hedge funds.
Mar 19, 2026·57m·3 clips - 105
S11E10: John Roque, Head of Technical Analysis at 22V Research
Hidden gemJohn Roque of 22V Research explains how passive, algorithmic, quantitative, and retail flows have changed market structure and weakened the influence of traditional institutional support.
Mar 11, 2026·53m·3 clips - 106
S11E9: Paul Sankey, Lead Analyst at Sankey Research
Paul Sankey of Sankey Research tells Tim Perotti and Drew Dockin that his late-2024 bearish oil thesis rested on as much as two million barrels a day of 2025 supply growth versus only about half a million barrels a day of demand growth.
Mar 6, 2026·49m·3 clips - 107
S11E8: Bob Sheehan, Founder & Chief Investment Officer at Lighthouse Macro
Hidden gemWealthFest: The Weekly Bull & Bear features Bob Sheehan, founder and chief investment officer of Lighthouse Macro, discussing how investors can separate signal from noise in labor, inflation, and growth data.
Feb 25, 2026·55m·3 clips - 108
S11E7: Aditya Bhave, Senior US Economist at Bank of America
Aditya Bhave of Bank of America forecasts 2.8% U.S.
Feb 18, 2026·46m·3 clips - 109
S11E6: The Bull&Bear Case for Employment
Hidden gemDrew Dockin and Tim Prati examine January employment data, including 130,000 nonfarm payroll gains, a household-survey increase of more than 500,000 jobs, and a 4.3% unemployment rate.
Feb 12, 2026·27m·2 clips - 110
S11E5: Parabolic Metals
Feb 5, 2026·32m - 111
S11E4: The Rupture and a Possible Shutdown
Jan 28, 2026·24m - 112
S11E3: The Greenland Trade
Jan 21, 2026·23m - 113
S11E2: Aahan Menon, Founder of Prometheus Research
Jan 13, 2026·55m - 114
S11E1: Dr. Jeffrey Roach, Chief Economist at LPL Financial
Jan 8, 2026·59m - 115
S10E41: Danny Dayan's Macro Musings
Dec 18, 2025·1h 19m - 116
S10E40: December Rate Cut
Dec 11, 2025·29m - 117
S10E39: Kevin Hassett and the Beige Book
Dec 3, 2025·23m - 118
S10E38: AI Repricing and Investor Behavior
Nov 20, 2025·28m - 119
S10E37: David Cervantes talks 2026 outlook
Nov 13, 2025·54m - 120
S10E36: Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares
Nov 3, 2025·53m - 121
S10E35: Credit 'cockroaches'
Oct 22, 2025·29m - 122
S10E34: Michael Green, Chief Strategist at Simplify Asset Management
Oct 15, 2025·57m - 123
S10E33: Shutdown and Gold Bugs
Oct 10, 2025·29m - 124
S10E32: The Fed cuts and dot plots
Sep 19, 2025·28m - 125
S10E31: Job revisions, confidence, and rate cuts
Sep 11, 2025·20m - 126
S10E30: Appeals court strikes down tariffs
Sep 5, 2025·26m - 127
S10E29: Craig Shapiro of the Bear Traps Report
Aug 27, 2025·45m - 128
S10E28: Jackson Hole 2025
Aug 22, 2025·30m - 129
S10E27: July's inflation and Christopher Waller
Aug 14, 2025·25m - 130
S10E26: Big BLS Revisions
Aug 6, 2025·25m - 131
S10E25: Q2 2025 GDP
Jul 30, 2025·24m - 132
S10E24: Earnings Season and Mineral Deals
Jul 28, 2025·27m - 133
S10E23: Powell Under Pressure
Jul 17, 2025·21m - 134
S10E22: Christopher Clarke, Assistant Professor of Economics at Washington State University
Jul 10, 2025·1h 1m - 135
S10E21: Ceasefire
Jul 1, 2025·25m - 136
S10E20: Israel, Iran, and Oil
Jun 18, 2025·25m - 137
S10E19: Apple in China
Jun 3, 2025·29m - 138
S10E18: Housing and the Big, Beautiful Bill
May 28, 2025·26m - 139
S10E17: Peter Boockvar, CIO of Bleakley Financial
May 22, 2025·45m - 140
S10E16: The Fed Stays Steady
May 9, 2025·29m - 141
S10E15: Gene Goldman, CIO for Cetera Investment Management
Apr 30, 2025·47m - 142
S10E14: David Cervantes, Founder of Pine Brook Capital Management
Apr 23, 2025·53m - 143
S10E13: Liquidation Week
Apr 10, 2025·27m - 144
S10E12: Dr. Wade Pfau
Apr 8, 2025·36m - 145
S10E11: Liberation Day
Apr 2, 2025·31m - 146
S10E10: Market bounce and a weaker dollar
Drew Dockin and Tim Pratty discuss the recent market bounce, questioning if it's a dead cat bounce, and analyze the impact of upcoming tariffs on April 2nd.
Mar 27, 2025·29m - 147
S10E9: The Tesla Chainsaw Massacre
Mar 12, 2025·22m - 148
S10E8: Between the Bulls and the Bears
Drew and Tim discuss the recent sharp market decline and rebound, focusing on consumer confidence drops and sentiment surveys.
Mar 4, 2025·26m - 149
S10E7: Rob Simone, Former Head of REIT Research at Hedgeye
Feb 27, 2025·1h 2m - 150
S10E6: Dr. Col Jeff McCausland, ULM Strategic Consulting
Feb 24, 2025·1h 3m