WealthVest
@Wealthvest
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On a mission to start #RethinkingRetirement For additional information and disclosures please visit: https://t.co/51dNvnflXF
Bozeman, Montana
Joined July 2009
WealthVest: The Weekly Bull&Bear S10E39 is available. Drew and Tim discussed Kevin Hassett as potential Fed Chairman, the beige book, and employment. Here is the link: https://t.co/s4YkIC3bAK Substack: https://t.co/jb1vjimveO
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Nothing but Bad Options for the Fed https://t.co/ZErW3s532B By @timpierotti1
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S10E38 of The Weekly Bull&Bear is live. Drew & Tim break down the AI repricing, what to expect from the Fed in December, shifts in investor behavior, and why recessions are becoming increasingly rare. Listen here: https://t.co/s4YkIC3bAK Substack: https://t.co/CaI7e3AXYW
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To follow Tim's work and listen to the most recent podcast episode featuring David Cervantes, Founder of Pine Brook Capital, please check out our Substack. Link Below: https://t.co/phcVUQjCsL
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S10E37 of WealthVest: The weekly Bull&Bear is now available. Drew and Tim interviewed David Cervantes, Founder of Pine Brook Capital. They discussed David's success on Substack, his outlook for 2026, valuations and AI. Here is the link: https://t.co/s4YkIC3bAK
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S10E36 of WealthVest: The Weekly Bull&Bear is now available. In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Joel Holsinger, Portfolio Manager and Co-Head of Alternative Credit at Ares. Here is the link: https://t.co/s4YkIC3bAK
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S10E35 of WealthVest: The Weekly Bull&Bear is now available. In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discussed the shutdown, China-US trade tensions, private credit and the Fed's next meeting. Here is the link: https://t.co/s4YkIC3bAK
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S10E34 of WealthVest: The Weekly Bull&Bear is available. Michael Green, Chief Strategist at Simplify Asset Management was interviewed. Topics include: Distortions caused by passive investing, employment, and the K-Shaped recovery. Here is the link: https://t.co/s4YkIC3bAK
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WealthVest: The Weekly Bull&Bear S10E33 is now available. In this episode Drew and Tim discussed the government shutdown, the missing jobs report, gold and the ceasefire between Israel and Hamas. Here is the link:
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Read @timpierotti1 most recent article below. Between projected revenue from AI, energy constraints, and an emerging "vendor financing" dynamic, there will be clear winners and losers. Bulls make money, pigs get slaughtered. https://t.co/lqn4ShZQJP
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S10E32 is now available. Drew and Tim discuss the Fed rate cut, broad economic indicators, the Trump administration's proposal on earnings season, and the possibility of a government shutdown. Here is the link: https://t.co/s4YkIC3bAK
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The Administrative Capture of the Federal Reserve is Effectively Complete @timpierotti1
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