All Episodes
The Annex Wealth Management SWOT Podcast — 218 episodes
Monday, July 27th. Strong Earnings Fuel Investor Confidence
Monday, July 20th. Big Banks, Oil and Earnings.
Monday, July 13th. AI Winners, Energy Risks & Fed Change.
America Turns 250. What Has the Economy Learned?
Non-Tech Strength, AI Pricing Weakness, Oil Opportunity, Inflation Threat
Retail Sales Up, Housing Down and Relief at the Pump.
Monday, June 15th. Space X Launches. What Do We Know?
Monday, June 8th. Blockbuster Corporate Earnings.
Monday, June 1st. AI Boom Meets Inflation Shock
Monday, May 25th. Holiday Creep Spending and Spring Opportunities.
Monday, May 18th. Federal Reserve Reset
Monday, May 11th. The Housing Market is Back in the Deep Freeze
Monday, May 4th. A New Fed Chair, A New Economy?
Is AI Finally Paying Up?
Geopolitical Anxiety
Oil and AI. What to Watch.
What Did the Job's Numbers Tell Us?
The Pick-and-Shovel Winners Are Still Winning
Deteriorating Free Cash Flow Among AI Spenders
Narrow Job Growth and AI-Driven Productivity.
Are Online Purchases Winning?
Sticky Inflation 2.0
Where Money Is Going and Why It Matters
AI Shockwaves Reshape Market Winners Again
Will Gold Keep Going?
Selective Strength in an AI Market
Software Sell-Off Can Lead To Compelling Investments
Credit Card Caps?
No Santa Rally, Should We Still Believe?
Where is AI Headed In 2026?
Market Broadening.
AI Bubble or Boom?
Markets Rise, Risks Remain.
AI Hype, Valuation Risks Rising.
Tech Dominance, Policy Pressure.
Tariffs and Tech Earnings.
The Shutdown Impact
Where's The Job Market Headed?
AI’s Growing Influence on Market Trends
Keep Three Things in Mind with the Stock Market
Trade and Tariff Volatility
Is The High-End Consumer Starting to Feel the Pinch?
Powering Through the Shutdown
Three important rules
Retail therapy
AI fueling capital spend
The weakening labor market
The August (strength) surprise
2 cuts by Christmas?
Resilience & Rebounds
Earnings beats galore
The job report gets a 'D'
Stock dips and growth
The consumer remains strong
A mixed bag
2025 so far
Valuation threats
It pays to be diversified
Tech trade roars back
Cognitive dissonance
An opportunity to rebalance
Policy uncertainty continues
Tariffs now, Tax cuts later
Intentional Inactivity
Mangled/Tangled 'Magnificent' 7.
Here comes opportunity
The Bond edition
Bull market uncertainty
Bonds step up
Tied for the 5th fastest 10% correction
Bundled Strengths/Weaknesses
Recessionary risks are rising
A job report littered with misses
Consumers are concerned
A lot of DOGE adjacent activity
Sticky inflation before tariffs
Manufacturing manages a comeback?
Tariffs: One part negotiation, one part reality
Week One. So far, so good.
First year of a new presidency starts today
You probably own a lot more tech stocks than you think you do
Outside of the Mag 7, breadth is weak.
2025. Follow the earnings
You're a mean one, Mr. Fed
Duration compensation is back!
The economy keeps chugging along
Risk mitigation. Turkeys have it pretty good. Until they don't.
Are we in a melt-UP?
'Boring' is becoming the new 'interesting'
Tax Cut Trump or Tariff War Trump?
Election week
The Halloween Episode
Recession warning signals
AI's 'green shoots'
The jobs number and incoming earnings
China's shock and awe
Housing, nukes, and volatility
Fed week
Too much emphasis on Fed rate cuts?
Another hangover like 2019?
Time to cut? The Fed vs The Market
Volatility produces a lot of opportunity
Sometimes strengths can bleed over to weaknesses
"Trading last week looked...frightening"
Consumers gonna consume
The danger of being too sure of the outcome
Beware the Red Queen
A political risk....but not THAT way
A big week for data
Will the Fed act properly?
A little too cozy in the Magnificent Seven?
1st Tuesday November. A date with destiny?
Growth: Slowing to a crawl
NVIDIA kills it
DOW 40k!
Inflation. A messy sort of data.
The Fed is navigating using a rearview mirror
AI and earnings.
EPISODE 100! "It feels worse than it's been" (the week, not the podcasts)
King Dollar. Still the safe haven.
Gold shines
The return of supply chain issues?
Mojo and Stagflation
We've identified that huge sucking sound
"...this is a time most reminiscent of 1998."
Rates and inflation remain sticky
Virtuous cycle to vicious cycle?
Kudos to the Fed's messaging
My oh my. That AI!
Eyes on the Fed
Sticking the soft landing?
Opportunity and Threats as equals?
The 'AI Chaser'
Did the market get ahead of itself?
2023 in review, 2024 straight ahead.
The Christmas Episode
The transition from pause to cut can be bumpy
Early resolution for 2024? Balance.
Chipotle buy-now-pay-later?
Two PHDs walk into a podcast....
Are we seeing end of the year FOMO?
It's a cliche, but when do we NOT have volatility?
The Powell Pause and the power of lower expectations.
Who's got bad breadth?
Time for a Powell pause?
A busy week for economic data. Plus, a threat to the munchies.
Does Jawboning Still Work?
A bit of a lost year for bonds
Quality. An often-used term, but what does it mean?
Too much worry over this week's Fed meeting?
China shows up twice
Potential pain for consumers?
The fear factor
The China contagion?
Consumer Sentiment Up, But Volatility Looms
Deficits consistent with a recession, not an expansion
Parts of the consumer base are starting to suffer
Special Episode: Focus on agriculture and commodities.
Where consumers are cutting back. What might that tell us?
Choose your own fiscal policy adventure.
Portfolio positioning in divergent markets
How does the 3-day Russian 'mutiny' present opportunity?
Is divergence about to snap shut like alligator jaws?
Monday, June 12th. The consumer becomes the weakness.
Monday, June 5th. Rate hikes finally starting to work inside the economy.
Tuesday, May 30th. Focus on AI. Exuberance vs Truth?
Monday, May 22nd. The magnitude of a potential correction could be sizable.
Monday, May 15th. Blending weakness into opportunity.
Monday, May 8th. 50th Episode Special w/guest Gibson Smith of Smith Capital Investors
Monday, May 1st. It's almost like we have two economies...
Monday, April 24th. Is the US Dollar losing its dominance?
Monday, April 17th. Bank concern creates market fear and angst.
Monday, April 10th. Cash on the sidelines presents an opportunity.
Monday, April 3rd. The pause and the pivot.
Monday, March 27. Markets and Fed playing chicken. Again.
Monday, March 20th. 'A weeding out of the weak'.
Monday, March 13th. A BIG week meets the SVB factor
Monday, March 6th. Margin pressure--both a weakness and an opportunity.
Monday, February 27th. A signal at the wrong time.
Monday, February 20th. It still pays to be defensive
Monday, February 13th. Financial conditions have eased...for now.
Monday, February 6. Labor numbers and January markets.
Monday, January 30th. 2022's losers are the winners so far this year
Monday, January 23rd. "Congress Fiddling With The Debt Ceiling While Our Deficit Burns"
Monday, January 16th. "They're playing chicken with the Fed."
Monday, January 9th. Finding the floor.
Tuesday, January 3rd. 2022 review with a look ahead at '23.
Tuesday, December 27th. Focus on the labor market.
Monday, December 19th. Is the Fed winning the fight against inflation?
Monday, December 12th. The difference between a 'correction' and a change in 'trend'.
Monday, December 5th. What are inverted yield curves telling us?
Monday, November 28th. The pause vs the pivot
Monday, November 21st. Spending: good for now.....
Monday, November 14th. Too early for market pricing assuming the end of a tightening cycle?
Monday, November 7th. China as a strength AND a threat?
Monday, October 31st. Winter is coming.
Monday, October 24th. Time for patience?
Monday, October 17th. Last week: Hot CPI. This week, key earnings.
Monday, October 10th. No surprise, matching weaknesses and threats.
Monday, October 3rd. Hello, Q4. It's been an interesting year.
Monday, September 26th. The opportunity for active management.
Monday, September 19th. The Fed has more work to do.
Monday, September 12th. Threats and weakness from Europe.
Tuesday, September 6th. When the punchbowl is taken away too soon.
Monday, August 29th.
Monday, August 22nd.
Monday, August 15th.
Monday, August 8th.
Monday, August 1st.
Monday, July 25th.
Monday, July 18th.
Monday, July 11th.
Tuesday, July 5th.
Monday, June 27th.
Monday, June 20th.
Monday, June 6th.
Tuesday, May 31st.
Monday, May 23rd.