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The Annex Wealth Management SWOT Podcast

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

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

PublishesWeeklyEpisodes215Founded4 years ago
Number of ListenersCategories
BusinessEducationInvesting

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Artwork for The Annex Wealth Management SWOT Podcast

Latest Episodes

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

In this week’s Annex Wealth Management SWOT Podcast, Annex Wealth Management's Research Analyst Jacob Johnson breaks down the latest market and economic signals.

Strengths

Non-tech and non-AI sectors displayed solid resilience amid last week’s tech ... more

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Featuring Annex Research Analyst, Nick Hillstrom.

Featuring Annex Associate Research Analyst, Mark Schaefer.

Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

Hosted by Joe Krauss and Research Analyst, Nick Hillstrom.

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Recent Guests

Mark Schaefer
Trader at Annex Wealth Management
Annex Wealth Management
Episode: Narrow Job Growth and AI-Driven Productivity.
Derek Felske
Chief Investment Officer at Annex Wealth Management
Annex Wealth Management
Episode: Sticky Inflation 2.0
Nick Hillstrom
research analyst at Annex Wealth Management
Annex Wealth Management
Episode: Software Sell-Off Can Lead To Compelling Investments
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.
Brian Jacobsen
Chief Economic Strategist
Episode: Where's The Job Market Headed?
Jason Cooper
Director of Equity Research
Annex Wealth Management
Episode: The weakening labor market
Matt Morzy
Director of Research, Annex Wealth Management Investment Team
Annex Wealth Management
Episode: The August (strength) surprise
Ken Bellinger
Research Analyst
Annex Wealth Management
Episode: 2 cuts by Christmas?

Host

Danny
Host and co-host of the series with a focus on providing insights into market dynamics and investment strategies.

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Talking Points

Recent interactions between the hosts and their guests.

Monday, June 15th. Space X Launches. What Do We Know?
Q: What made SpaceX's IPO historically significant beyond the size of the offering?
The IPO was notable because it offered broader retail participation than typical, creating a unique dynamic and potential implications for allocation, liquidity, and investor exposure within a highly diversified company.
No Santa Rally, Should We Still Believe?
Q: Is there an opinion on when that tariffs ruling might come out?
There isn't a scheduled date yet; opinions are released at the Court's discretion, so we should not expect a set timeline.
Markets Rise, Risks Remain.
Q: What gave the market a boost even with tech volatility?
A combination of better business outlooks, a rate cut by the Fed with a divided but supportive voting, and broader market strength beyond the big tech names helped sustain momentum.
AI Bubble or Boom?
Q: Are we likely to see a shift into more industrials and financials as AI-driven gains broaden beyond the top tech names?
Yes, the breadth of market participation appears to be expanding, with more sectors catching bids as earnings growth accelerates and valuations normalize away from an AI concentration; the focus should be on quality picks and bottom-up opportunities rather than chasing a narrow AI theme.
The Shutdown Impact
Q: What is the current outlook for rate cuts and liquidity?
Market expectations for rate cuts have become less certain, reflecting ongoing uncertainty in monetary policy and liquidity conditions, which could influence risk appetite and multiple expansion.

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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 series features discussions that provide insights into the financial markets and economic landscape, focusing on the strengths, weaknesses, opportunities, and threats (SWOT) that define current investment conditions. Listeners can expect expert opinions on vital topics such as bond market performance, equity volatility, and macroeconomic indicators that affect the market. Unique for its analytical depth, the series often incorporates expert interviews from industry economists and investment strategists, enabling listeners to gain a nuanced understanding of market dynamics while developing a long-term investment philosophy amidst fluctuating conditions. Each episode underscores the importance of diversification and strategic planning in... 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. Money Talk: The Annex Wealth Management Show - SWFL
3. Ready For Retirement
4. The Bible in a Year (with Fr. Mike Schmitz)
5. Retirement Starts Today

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

The Annex Wealth Management SWOT Podcast launched 4 years ago and published 215 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. Mark Schaefer
2. Derek Felske
3. Nick Hillstrom
4. Dr. Brian Jacobsen
5. Jacob Johnson
6. Brian Jacobsen
7. Jason Cooper
8. Matt Morzy

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