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The Annex Wealth Management SWOT Podcast

Annex Wealth Management
Federal Reserve
Inflation
Interest Rates
Artificial Intelligence
Retail Sales
Consumer Price Index
Employment Situation Report
Alphabet
GDP
China
Nvidia
Economic Data
ISM Manufacturing Index
Consumer Spending
Earnings Reports
Manufacturing
Microsoft
Inverted Yield Curve
Corporate Earnings
AI Adoption

Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

PublishesWeeklyEpisodes175Founded3 years ago
Number of ListenersCategories
BusinessInvestingEducation

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Artwork for The Annex Wealth Management SWOT Podcast

Latest Episodes

Hosted by Derek Felske, Chief Investment Officer

Hosted by Dr. Brian Jacobsen, Chief Economist

Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.

Hosted by Jason Cooper, Director of Equity Research.

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Hosts

Danny Clayton
Host discussing various investment topics and facilitating the conversation on financial markets. He often collaborates with the investment team to provide insight into current economic conditions.
Danny
Host engaging with the investment team to explore the strengths, weaknesses, opportunities, and threats in the current economic landscape.

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Apple Podcasts
#130
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Bull market uncertainty
Q: Can you explain what forward guidance is and why it might not be what it was because of the uncertainty?
Forward guidance is a statement from a company that outlines their expectations for the year, influencing analysts' earnings models, and companies like Delta Airlines and Walmart have recently stated uncertainty about their future performance due to market conditions.
'Boring' is becoming the new 'interesting'
Q: From a threat standpoint, can you hit on maybe some of the areas that you see of the market that may be a little bit more worrisome or there's been too much hype in certain areas?
Some threats include overhyped tech investments, especially in AI, and market reactions to political changes regarding tariffs and deregulation.
'Boring' is becoming the new 'interesting'
Q: Can you just talk a little bit about why EM?
Emerging markets offer unique growth opportunities and diversification, particularly through selective stock picking amid varying economic conditions.
Duration compensation is back!
Q: What are you seeing for some of the opportunities?
Intermediate bonds seem like a good place to be as they allow you to lock in current rates without huge duration risk, especially given current flatness across the curve.
Sticky inflation before tariffs
Q: What would you say is a bigger threat? Increased inflation or stagflation?
Felske suggests that increased inflation isn't as damaging because companies report nominal earnings growth, which typically leads to a higher stock market, but stagflation represents a slowing economy amidst inflation, which is far worse.

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Frequently Asked Questions About The Annex Wealth Management SWOT Podcast

What is The Annex Wealth Management SWOT Podcast about and what kind of topics does it cover?

This podcast centers on investment strategies and economic analysis, primarily focusing on the Strengths, Weaknesses, Opportunities, and Threats (SWOT) in market dynamics. It features discussions on a range of topics including bonds, market volatility, equity performance, and various economic indicators shaping investment decisions. Industry experts provide insights into current trends, regulatory impacts, and macroeconomic forces, ensuring that listeners stay informed about potential investment risks and opportunities. Additionally, the hosts often discuss the psychological aspects of investing, advising on best practices for navigating complex market conditions.

A unique aspect of this podcast is its emphasis on leveraging SWOT analysis... more

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Which podcasts are similar to The Annex Wealth Management SWOT Podcast?

These podcasts share a similar audience with The Annex Wealth Management SWOT Podcast:

1. Money Talk: The Annex Wealth Management Show - Milwaukee
2. Wealthyist
3. The Great Retirement Debate with Ed Slott & Jeffrey Levine
4. The Clark Howard Podcast
5. The Ramsey Show

How many episodes of The Annex Wealth Management SWOT Podcast are there?

The Annex Wealth Management SWOT Podcast launched 3 years ago and published 175 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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