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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
China
GDP
Nvidia
Economic Data
Consumer Spending
Earnings Reports
Manufacturing
Microsoft
Corporate Earnings
Inverted Yield Curve
AI Adoption
United Kingdom

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

PublishesWeeklyEpisodes198Founded4 years ago
Number of ListenersCategories
EducationBusinessInvesting

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Artwork for The Annex Wealth Management SWOT Podcast

Latest Episodes

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

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

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

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

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

Hosted by Nick Hillstrom, Research Analyst.

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

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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.

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 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. The Clark Howard Podcast
2. Ready For Retirement
3. The Retirement and IRA Show
4. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
5. Thoughts on the Market

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The Annex Wealth Management SWOT Podcast launched 4 years ago and published 198 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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