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The Annex Wealth Management SWOT Podcast

Annex Wealth Management
Artificial Intelligence
Federal Reserve
Inflation
Labor Market
Annex Wealth Management
Interest Rates
Tariffs
Earnings Season
Stock Market
China
Consumer Confidence
S&P 500
Market Volatility
Consumer Price Index
Retail Sales
Bond Market
Housing Market
Bonds
GDP
Consumer Spending

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

PublishesWeeklyEpisodes225Founded4 years ago
Number of ListenersCategories
InvestingBusinessEducation

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Artwork for The Annex Wealth Management SWOT Podcast

Latest Episodes

Featuring Annex Wealth Management Research Analyst, Nick Hillstrom.

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Featuring Annex Research Analyst, Nick Hillstrom.

Featuring Chief Investment Officer, Derek Felske.

Featuring Research Analyst, Jacob Johnson.

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Featuring Chief Investment Officer, Derek Felske.

Featuring Assistant Research Analyst, Jacob Johnson.

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Recent Guests

Nick Hillstrom
research analyst, Annex Wealth Management Investment Committee
Annex Wealth Management
Episode: Monday, August 31st. Strength Out of the Software Sector.
Brian Jacobsen
Chief Economic Strategist, Annex Wealth Management
Annex Wealth Management
Episode: America Turns 250. What Has the Economy Learned?
Mark Schaefer
Research analyst, Annex Wealth Management Investment Committee
Annex Wealth Management
Episode: Monday, June 8th. Blockbuster Corporate Earnings.
Derek Felske
Chief Investment Officer at Annex Wealth Management
Annex Wealth Management
Episode: Sticky Inflation 2.0
Dr. Brian Jacobsen
Chief Economic Strategist at Annex Wealth Management
Annex Wealth Management
Episode: Markets Rise, Risks Remain.
Jacob Johnson
Assistant Research Analyst
Annex Wealth Management
Episode: Tariffs and Tech Earnings.
Ken Bellinger
Research Analyst
Annex Wealth Management
Episode: 2 cuts by Christmas?
Jason Cooper
Director of Equity Research
Annex Wealth Management
Episode: Earnings beats galore
Matt Morzy
Director of Research, Annex Wealth Management Investment Team
Annex Wealth Management
Episode: Stock dips and growth

Host

Joe
Host of the SWOT Podcast, focuses on market dynamics, investment committee perspectives, and practical portfolio guidance.

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Talking Points

Recent interactions between the hosts and their guests.

Monday, September 7th. The Yield Surge and the Jobs Surprise.
Q: And can you briefly talk about where the jobs numbers come from and who updates the previous month?
Two surveys are used: a household survey through the Bureau of Labor Statistics for unemployment and demographic data, and a separate business survey for the payroll count; revisions to employment estimates occur quarterly as the data are reconciled with more complete census-type data.
Monday, August 17th. Inflation Cools, But Prices Still Up.
Q: What role do energy prices play in the inflation narrative going forward?
Energy prices continue to drive a significant portion of the inflation story, so any geopolitical event or supply disruption can quickly influence inflation momentum and market expectations.
Monday, August 17th. Inflation Cools, But Prices Still Up.
Q: How is the broader leadership in the market affecting portfolios outside the Mega Caps?
Leadership is broadening beyond large tech, with strength in healthcare, consumer, and financials helping to sustain a more resilient market backdrop despite mixed macro signals.
Monday, August 17th. Inflation Cools, But Prices Still Up.
Q: Are we expecting a rate hike in September given the latest inflation data?
The probability has declined after softer inflation readings, but the path remains uncertain as the Fed weighs the pace of disinflation against the goal of 2% inflation, keeping rate decisions data-dependent.
Earnings beats galore
Q: You've got stories from the earnings season—where do you see the strongest signals right now?
Jason notes that earnings beats have supported revisions higher, particularly in hardware and AI-enabled software, with semiconductor exposure driven by manufacturing incentives and president-level policy moves that tempered tariff fears but kept a laser focus on domestic capacity.

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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?

A team of seasoned investment professionals analyzes market momentum, macroeconomics, and policy signals to help listeners understand current and future market dynamics. Episodes frequently dissect earnings trends, AI-related spending, inflation risks, macro policy, and geopolitical tensions, with practical takeaways for portfolio construction and risk management. A recurring strength is grounding discussions in data from Annex Wealth Management's Investment Committee and senior strategists, offering listeners a disciplined framework for evaluating opportunities and avoiding crowd-driven moves. A notable edge is the blend of macro economics, earnings-season context, and real-time market signals from analysts who routinely translate complex ... 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
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3. Thoughts on the Market
4. The Retirement and IRA Show
5. Ready For Retirement

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

The Annex Wealth Management SWOT Podcast launched 4 years ago and published 225 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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What guests have appeared on The Annex Wealth Management SWOT Podcast?

Recent guests on The Annex Wealth Management SWOT Podcast include:

1. Nick Hillstrom
2. Brian Jacobsen
3. Mark Schaefer
4. Derek Felske
5. Dr. Brian Jacobsen
6. Jacob Johnson
7. Ken Bellinger
8. Jason Cooper

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