PODCAST · business
Annex Wealth Management Show
by Annex Wealth Management
Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.
Episodes
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Money Talk - The Annex Wealth Management Show | (Sunday) 10/11/26
As markets flirted with record highs before stumbling on renewed inflation and oil price concerns, Dave Spano and Dr. Brian Jacobsen break down the week's biggest economic and market-moving developments. They discuss the AI trade's sudden wobble, crude oil's march toward $100 a barrel, rising...
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Money Talk - The Annex Wealth Management Show | (Sunday) 10/04/26
Dave Spano and Dr. Brian Jacobsen break down a third quarter that looked strong on paper but told a very different story underneath. From the narrowing market rally and shifting AI narrative to rising Treasury yields, renewed Fed tightening, and persistent geopolitical uncertainty, they separate...
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Money Talk - The Annex Wealth Management Show | (Sunday) 09/27/26
Stocks surged on AI enthusiasm, Treasury yields climbed to levels not seen since before the financial crisis, and oil volatility reignited fears that inflation could stick around longer than expected. Dave Spano and Dr. Brian Jacobsen discuss the current state of tariffs, the Fed, energy markets,...
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Money Talk - The Annex Wealth Management Show | (Sunday) 09/20/26
CEO Dave Spano and Dr. Brian Jacobsen unpack the Fed’s latest rate hike, explain why inflation still isn’t passing the sniff test, and discuss what rising long-term interest rates mean for investors. They break down surprisingly strong U.S. economic data, from hot retail sales to business…
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Money Talk - The Annex Wealth Management Show | (Sunday) 09/13/26
Trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chains and businesses on both sides of the border. At the same time, rising conflict in the Middle East has pushed oil prices higher, adding new pressure to...
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Money Talk - The Annex Wealth Management Show | (Sunday) 09/06/26
Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Jackson Hole comments, pushing Treasury yields to their highest levels in more than a year and sparking fresh debate...
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Money Talk - The Annex Wealth Management Show | (Sunday) 08/30/26
This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the implications for interest rates. They discuss stubborn inflation, signs of a slowing consumer, and why...
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Money Talk - The Annex Wealth Management Show | (Sunday) 08/23/26
Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his intervention solve anything or simply expose a bigger problem? This week, Dave Spano and Dr. Brian Jacobsen unpack the drama in...
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Money Talk - The Annex Wealth Management Show | (Sunday) 08/16/26
Sunday, August 15th. The Inflation Illusion: Why Prices Still Hurt Cooling inflation, softer consumer spending, stronger small-business optimism, and rising markets: this week's economic data offered something for both optimists and skeptics. We break down the latest inflation reports, what they...
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Money Talk - The Annex Wealth Management Show | (Sunday) 08/09/26
This week, Dave Spano and Dr. Brian Jacobsen break down a market landscape full of mixed signals. From a historic U.S.-Japan intervention to support the yen to oil's sharp reaction to renewed tensions surrounding the Strait of Hormuz, they explain what the latest global developments could mean…
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Money Talk - The Annex Wealth Management Show | (Sunday) 08/02/26
For our Week in Review, Dave Spano and Dr. Brian Jacobsen will break down a rate pause from the Fed, AI producing both big winners and notable losers, and consumers continue to send mixed signals about the economy. They'll also discuss oil prices and earnings season results. Microsoft and Amazon...
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Money Talk - The Annex Wealth Management Show | (Sunday) 07/26/26
This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such as the Strait of Hormuz and the Red Sea. They examine how higher energy costs are influencing inflation expectations,...
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Money Talk - The Annex Wealth Management Show | (Sunday) 07/19/26
This week, Dr. Brian Jacobsen breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by Director of Financial Planning Eric Strom to discuss the housing market and mortgage rates. Plus, we explore the growing number of employed adult children...
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Money Talk - The Annex Wealth Management Show | (Sunday) 07/12/26
This week, Dave Spano and Dr. Brian Jacobsen break down a U.S. economy that's cooling from a sprint to a sustainable jog, examine what the latest labor data, IMF forecasts, and AI-driven growth trends mean for investors, and explore the widening gap between the global winners and losers of the…
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Money Talk - The Annex Wealth Management Show | (Sunday) 07/05/26
For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the year. America is turning 250, so we take a look at the people, innovations, and economic turning points that…
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Money Talk - The Annex Wealth Management Show | (Sunday) 06/21/26
For our "Week in Review", Dave Spano and Dr. Brian Jacobsen break down Kevin Warsh’s debut at the Fed, a unanimous decision, new internal task forces, and a leadership style that invites open disagreement. We then turn to Trump’s surprise Iran memorandum, a move that’s already easing energy…
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Money Talk - The Annex Wealth Management Show | (Sunday) 06/14/26
This week, Dave Spano and Dr. Brian Jacobsen unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small business optimism is slipping, even as housing...
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Money Talk - The Annex Wealth Management Show | (Sunday) 06/07/26
In this Week in Review, Dave Spano and Dr. Brian Jacobsen dig into SpaceX’s headline-grabbing IPO—and why the bigger story may be its bold (and unproven) AI ambitions. They also explore the intensifying AI arms race, from trillion-dollar valuations to Nvidia’s push into everyday tech, and what it...
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Money Talk - The Annex Wealth Management Show | (Sunday) 05/31/26
Hot Inflation Cold Incomes and an AI Divide Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week Dave Spano and Dr. Brian Jacobsen break down why investors are focused on strong corporate results even as consumers…
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Money Talk - The Annex Wealth Management Show | (Sunday) 05/24/26
What Does a new Fed Chair Mean? This week we unpack a fast-moving mix of global headlines and what they really mean for your money, from rising tensions overseas to new policy shifts that could reshape housing and trade. We break down the latest economic data and what the Federal Reserve is...
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Money Talk - The Annex Wealth Management Show | (Sunday) 05/10/26
This week’s episode sharpens the focus on major, politically driven developments, from the SEC’s push to rethink decades-old reporting rules to the high-stakes uncertainty surrounding the Strait of Hormuz. Dave Spano and Dr. Brian Jacobsen unpack key economic signals, including tighter bank…
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Money Talk - The Annex Wealth Management Show | (Sunday) 05/03/26
Powell's Swan Song This week Dave Spano and Dr. Brian Jacobsen break down a high-stakes geopolitical and monetary situation, from rising Middle East tensions and OPEC fractures to the puzzling drumbeat for rate hikes with high oil prices. We unpack a divided Fed, increasingly hawkish signals from...
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Money Talk - The Annex Wealth Management Show | (Sunday) 04/26/26
This week, Dave Spano and Dr. Brian Jacobsen look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking...
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ABOUT THIS SHOW
Senior Annex team members contribute market updates, investment trends, and answer questions related to investing and planning.
HOSTED BY
Annex Wealth Management
CATEGORIES
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