PODCAST · business
The Annex Wealth Management SWOT Podcast
by Annex Wealth Management
Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
-
208
Monday, May 11th. The Housing Market is Back in the Deep Freeze
Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.
-
207
Monday, May 4th. A New Fed Chair, A New Economy?
Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.
-
206
Is AI Finally Paying Up?
Hosted by Joe Krauss and Trader, Mark Schaefer.
-
205
Geopolitical Anxiety
Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.
-
204
Oil and AI. What to Watch.
Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.
-
203
What Did the Job's Numbers Tell Us?
Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.
-
202
The Pick-and-Shovel Winners Are Still Winning
Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson. Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑shovel AI infrastructure names, from semiconductors to power and optical networking, are quietly carrying the upside. Earnings leadership is broadening beyond mega‑cap tech, making the market more resilient, but pressure is building from a flattening yield curve, stressed private credit, and rising geopolitical risk. Everything now hinges on the Strait of Hormuz, because a real de‑escalation could unlock a powerful relief rally, while prolonged conflict could keep oil, yields, and volatility locked in a dangerous feedback loop.
-
201
Deteriorating Free Cash Flow Among AI Spenders
Hosted by Joe Krauss and Chief Investment Officer, Derek Felske. We are seeing a collision between the massive potential of AI-driven productivity and the inflationary shocks of a new, more aggressive geopolitical era. Remain selective, know what you own and why.
-
200
Narrow Job Growth and AI-Driven Productivity.
Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.
-
199
Are Online Purchases Winning?
Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.
-
198
Sticky Inflation 2.0
Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.
-
197
Where Money Is Going and Why It Matters
Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.
-
196
-
195
Will Gold Keep Going?
Hosted by Joe Krauss and Dr. Brian Jacobsen, Chief Economic Strategist.
-
194
Selective Strength in an AI Market
Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.
-
193
Software Sell-Off Can Lead To Compelling Investments
Hosted by Nick Hillstrom, Research Analyst.
-
192
Credit Card Caps?
Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.
-
191
No Santa Rally, Should We Still Believe?
Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.
-
190
Where is AI Headed In 2026?
Hosted by Director of Equity Research, Jason Cooper.
-
189
Market Broadening.
Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.
-
188
AI Bubble or Boom?
Hosted by Director of Equity Research, Jason Cooper.
-
187
Markets Rise, Risks Remain.
Hosted by Dr. Brian Jacobsen.
-
186
AI Hype, Valuation Risks Rising.
Hosted by Jacob Johnson, Assistant Research Analyst.
-
185
Tech Dominance, Policy Pressure.
Hosted by Derek Felske, Chief Investment Officer.
-
184
Tariffs and Tech Earnings.
How are tariffs and tech earnings shaping market turmoil right now? Hosted by Jacob Johnson, Assistant Research Analyst.
-
183
The Shutdown Impact
Hosted by Jason Cooper, Director of Equity Research.
-
182
Where's The Job Market Headed?
Hosted by Dr. Brian Jacobsen, Chief Economic Strategist.
-
181
AI’s Growing Influence on Market Trends
Hosted by Jason Cooper, Director of Equity Research.
-
180
Keep Three Things in Mind with the Stock Market
Hosted by Derek Felske, Chief Investment Officer.
-
179
Trade and Tariff Volatility
Hosted by Jacob Johnson, Associate Research Analyst.
-
178
Is The High-End Consumer Starting to Feel the Pinch?
Hosted by Jason Cooper, Director of Equity Research.
-
177
Powering Through the Shutdown
Hosted by Brian Jacobsen, Chief Economist.
-
176
Three important rules
Hosted by Derek Felske, Chief Investment Officer
-
175
Retail therapy
Hosted by Dr. Brian Jacobsen, Chief Economist
-
174
AI fueling capital spend
Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.
-
173
The weakening labor market
Hosted by Jason Cooper, Director of Equity Research.
-
172
The August (strength) surprise
Hosted by Matt Morzy, Director of Research
-
171
2 cuts by Christmas?
Hosted by Ken Bellinger, Research Analyst
-
170
Resilience & Rebounds
Hosted by Chief Economic Strategist Brian Jacobsen.
-
169
Earnings beats galore
Hosted by Jason Cooper, Director of Equity Research
-
168
The job report gets a 'D'
Hosted by Brian Jacobsen, Chief Economist
-
167
Stock dips and growth
Hosted by Matt Morzy, Director of Research.
-
166
The consumer remains strong
Hosted by Ken Bellinger, Research Analyst.
-
165
A mixed bag
Hosted by Brian Jacobsen, Chief Economist.
-
164
2025 so far
Hosted by Jason Cooper, Director of Equity Research
-
163
Valuation threats
Hosted by Matt Morzy, Director of Research.
-
162
It pays to be diversified
Hosted by Jason Cooper, Director of Equity Research
-
161
Tech trade roars back
Hosted by Derek Felske, Chief Investment Officer.
-
160
Cognitive dissonance
Hosted by Brian Jacobsen, Chief Economist.
-
159
An opportunity to rebalance
Hosted by Derek Felske, Chief Investment Officer.
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
Loading similar podcasts...
URL copied to clipboard!