S10E37: David Cervantes talks 2026 outlook

In this episode of the WealthVest Bull & Bear podcast, hosts Tim Pierotti and Drew Dokken are joined by David Cervantes of Pinebrook Macro to discuss the current state of the markets and the economic outlook for 2026. David shares his insights on why traditional macro analysis is no longer effective and how the pandemic has changed the game. The conversation covers topics such as the shrinking labor market, immigration policies, the AI-driven bubble, and the potential for multiple expansion in the stock market. They also discuss the Fed's approach to inflation, the impact of tariffs, and the fiscal situation in the United States, as well as the economic challenges facing Argentina.