WealthVest Macro

WealthVest Macro

Home
Notes
Archive
About
Housing Softness Serendipity
Our guess is that the disinflationary impact of housing will continue to offset much of the inflationary impact of tariffs.
 • 
Tim Pierotti
WealthVest: The Weekly Bull & Bear S10E25: Q2 2025 GDP
Season 10E25 of WealthVest: The Weekly Bull&Bear is now available.
 • 
WealthVest
24:15
WealthVest: The Weekly Bull & Bear S10E24: Earnings Season and Mineral Deals
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss soft data, retail investing, earnings season and rare minerals.
 • 
WealthVest
26:30
The Most Interesting Thing Tim Read This Week: July 25, 2025
Revisiting the Interest Rate Effects of Federal Debt by the Dallas Fed.
 • 
Tim Pierotti
The 5 Key Economic Questions for the Second Half of 2025
What will matter most in the 2nd half?
 • 
WealthVest
WealthVest: The Weekly Bull & Bear S10E22: Christopher Clarke, Assistant Professor of Economics at Washington State University
 • 
WealthVest
1:00:51
S10E21: Ceasefire
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the U.S. strikes on Iran and the current ceasefire, developments on the BBB…
 • 
WealthVest
24:32

June 2025

The Ever-Widening Labor, Employer Mismatch
“Two things can be true: This is a terrible job market for recent graduates and many other segments of the white-collar job market and yet nearly 40% of…
 • 
Tim Pierotti
Apple in China
Til’ death do us part
 • 
WealthVest
The Never-Say-Die US Consumer
The sentiment is pessimistic, yet the data doesn't quite align.
 • 
Tim Pierotti
Who Pays the Tariff?
Most Businesses Passed Through Some or All of the Tariffs
 • 
Tim Pierotti
WealthVest: The Weekly Bull & Bear S10E19: Apple in China
In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim discuss the Ukraine drone strike, the appeals court reinstating tariffs, the TACO…
 • 
WealthVest
28:37
© 2025 WealthVest Marketing Inc.
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture