Tim Pierotti—The End of the Great Moderation
In this video Tim Pierotti looks at the four long term factors that contributed to the Great Moderation and how they have come to an end and how financial professionals can plan moving forward.
Tim Pierotti—Energy Inflation
In this video Tim covers the factors driving the secular energy inflation issue. Underinvestment, industry changes, geopolitical issues, and demand all contribute to high oil prices long term.
What Did We Learn This Week? (10/13/2022)—The Other Oil Cartel
In this week’s post, Tim investigates oil supply and demand and the lack of chronic and structural investment in the refining space. He argues that while the US has become far more energy independent, the benefits may not be as disinflationary as we may hope.
Tim Pierotti and Drew Dokken: Oil Update June 2022
Tim and Drew go over the outlook of oil and gas markets. For more from Tim Pierotti, WealthVest's Chief Investment Strategist subscribe to our podcast WealthVest: The Weekly Bull and Bear at https://shows.acast.com/the-weekly-bull-and-bear or wherever you listen to your podcasts.
June Energy Prices Insights—Tim Pierotti, Chief Investment Strategist
This week, we focused on trying to better understand the potential durability of higher energy prices.
As a reminder, at WealthVest, we have a long-term view that potential GDP growth is going lower. That means, we see a real GDP growth rate that will average below 2% and an inflation backdrop that will be consistently problematic, quite unlike the grinding decline of inflation over the last four decades. For what it's worth, this is an increasingly non-controversial view among academic economists, but not one that is yet embraced more broadly on Wall Street.