Radio and TV Personality Dan O'Donnell and President & CEO of Annex Wealth Management Dave Spano discuss current events at the intersection of wealth and policy.
…
continue reading
The intersection of politics and economics focuses on last week’s presidential debate—and a whole lot of ‘what NOW?’ questions.توسط Annex Wealth Management
…
continue reading
It’s not the largest company, but it might be the most interesting. Dan O’Donnell and Dr Brian Jacobsen discuss the latest. Also, could we see a market-moving moment during this week’s presidential debate?توسط Annex Wealth Management
…
continue reading
The Fed’s meeting last week revealed a shift (again) in rate cut expectations. At the beginning of 2024, some analysts had anticipated 4-6 rate cuts; now those predictions have changed as inflation has continued to remain sticky. Election year rate cuts typically don't happen around the election, but this year, anything seems possible.…
…
continue reading
Annex Chief Economist Dr. Brian Jacobsen sits in for Dave Spano. The discussion turns to slowing economic indicators. Is it what the Fed wants to see? Also, what's the Trump conviction mean for markets?توسط Annex Wealth Management
…
continue reading
Dave Spano and Dan O'Donnell celebrate the 100th episode covering NVIDIA, AI and jobs, and the presidential election.توسط Annex Wealth Management
…
continue reading
What would you prefer? A slowdown in inflation or a slowdown in the economy? Dave Spano and Dan O'Donnell discuss.توسط Annex Wealth Management
…
continue reading
ABC’s polling indicates weakness for Biden. If inflation doesn’t slow to where rate cuts occur, what does that spell for November?توسط Annex Wealth Management
…
continue reading
Dave Spano provides the history behind 'sell in May and go away'. Then, he and Dan pivot to Starbucks, consumers in general, and the daily jockeying during the race to the November election.توسط Annex Wealth Management
…
continue reading
توسط Annex Wealth Management
…
continue reading
Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions.توسط Annex Wealth Management
…
continue reading
Fresh off a weekend trip to Vegas, Dan O'Donnell shares a few stories while Dave Spano zeroes in on the latest in presidential election odds. Dan was at a UFC event, Dave is following the Netanyahu-Khomeini action.توسط Annex Wealth Management
…
continue reading
Is the Fed in a precarious position? Economists are increasingly uncertain about Fed rate cuts this year. Dan and Dave discuss the latest. Dave's got good news: earnings seasons starts soon and it might be healthy.توسط Annex Wealth Management
…
continue reading
On the same day Dan O'Donnell interviewed former president Trump on his radio show, Brian Jacobsen fills for Dave Spano and provides his take on Jerome Powell and the possibly ambivalent reaction to stubborn rates.توسط Annex Wealth Management
…
continue reading
When it comes to inflation, Boomers could be the only ones who might not care.توسط Annex Wealth Management
…
continue reading
Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode.توسط Annex Wealth Management
…
continue reading
Don't invest your politics. Dave Spano explains why.توسط Annex Wealth Management
…
continue reading
Is it possible the Fed could leave rates where they are?توسط Annex Wealth Management
…
continue reading
252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup.توسط Annex Wealth Management
…
continue reading
It's going to be a long slog from President's Day to the election. Dan and Dave discuss markets during election cycles, the influence of Joe Biden's sister, the Magnificent Seven, and what it will signify when the Fed finally cuts rates.توسط Annex Wealth Management
…
continue reading
After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.توسط Annex Wealth Management
…
continue reading
If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?توسط Annex Wealth Management
…
continue reading
Dan and Dave discuss the stubbornly good economy, GDP, the election (and the still-in-play $100 bet), bond vigilantes, Elon Musk, and dandy a quote from 'Billions', the TV series.توسط Annex Wealth Management
…
continue reading
Ron DeSantis dropping out of the presidential election leads the podcast, but Dan O'Donnell and Dave Spano also wonder what the Kamala Harris/Gavin Newsom dynamic might mean for the Democrats. Speaking of the election, are we better off than 4 years ago? Dan's been doing some research and drops some knowledge regarding the impact of inflation.…
…
continue reading
Election season. Not just here, but around the world. Dave Spano and Dan O'Donnell cover the Iowa caucus, Boeing's bad weekend, the Fed, and what could be the biggest stories of the year.توسط Annex Wealth Management
…
continue reading
On our final podcast of 2023, Dave Spano and Dan O'Donnell discuss the recent rally, bump up against a couple of conspiracy theories, and what people are talking about at holiday parties when it comes to next year's presidential election.توسط Annex Wealth Management
…
continue reading
Not long after a pretty solid sample of rapping from Hamilton (the hip-hop musical), Dave reminds Dan of a $100 bet on the line.توسط Annex Wealth Management
…
continue reading
Dan and Dave find reasons for cheer this Thanksgiving week; consumers keep spending, GDP looks healthy, and the Fed might be done raising rates. But why are CEO's being 'choiceful', and what exactly does that mean?توسط Annex Wealth Management
…
continue reading
Another threat of a government shutdown. Does it matter? Dan and Dave discuss. What about the Moody's downgrade, the potential for rate CUTS in 2024, and a slowdown/recession in '24?توسط Annex Wealth Management
…
continue reading
Taylor Swift's economic impact isn't lost on Jerome Powell---or Dan O'Donnell who flung a string of Swift titles at Dave Spano (who was ready). Dan and Dave cover seasonality, geopolitics, and a presidential election less than a year away.توسط Annex Wealth Management
…
continue reading
As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are certain the Fed isn’t making a move on interest rates this month.توسط Annex Wealth Management
…
continue reading
Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan?…
…
continue reading
What are the chances of a proxy World War Three? Markets aren't acting like it.توسط Annex Wealth Management
…
continue reading
What's happening in Gaza has the potential to destabilize world markets.توسط Annex Wealth Management
…
continue reading
Dave & Dan discuss the drama in the House of Representatives - will Gaetz succeed? How much does the House impact upcoming earnings season? Dan asks Dave about October, and how history views the month in terms of market success.توسط Annex Wealth Management
…
continue reading
This week alone could influence many future policy decisions.توسط Annex Wealth Management
…
continue reading
A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.توسط Annex Wealth Management
…
continue reading
There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?توسط Annex Wealth Management
…
continue reading
Debt crises have been around for over 100 years. The current $32 trillion version that's brewing won't address the issue until there's a problem. Would problems launch conversations about austerity prior to the election?توسط Annex Wealth Management
…
continue reading
With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.توسط Annex Wealth Management
…
continue reading
Dan and Dave discuss the growing--and looming--US debt.توسط Annex Wealth Management
…
continue reading
Annex Wealth Management's Dave Spano and WISN's Dan O'Donnell discuss the ramifications of an imprisoned President, along with insights on politics and the economy.توسط Annex Wealth Management
…
continue reading
Dan and Dave review the downgrade from Fitch and what it means for markets. Do Americans really need $1.8 million to retire? That’s what a Schwab survey found. And has the recession been cancelled or just postponed?توسط Annex Wealth Management
…
continue reading
Jobs, spending, earnings, and optimism remain healthy with no sign of the 'promised' recession. So what would happen if a recession began during an election year?توسط Annex Wealth Management
…
continue reading
Dave and Dan discuss the red-hot Dow, the presidential matchup, the Fed, Russia/Ukraine, the Chinese economy---and land on the SAG-AFTRA strike.توسط Annex Wealth Management
…
continue reading
Dan and Dave chat about inflation before pivoting to the SAG-AFTRA strike and the potential impact on the bottom line for streamers and other media channels.توسط Annex Wealth Management
…
continue reading
If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets?توسط Annex Wealth Management
…
continue reading
FOMO: the fear of missing out. Is that what's happening? And what might derail it?توسط Annex Wealth Management
…
continue reading
Enthusiasm for AI is everywhere. "We could be on the precipice of another major move like we saw in 1999."توسط Annex Wealth Management
…
continue reading
Powered by Nvidia. Not the chip, per se, but the company which reported blowout earnings last week. What's the potential? Who will be disrupted? Who might be left behind. Both Dan and Dave are excited about the possibilities.توسط Annex Wealth Management
…
continue reading
Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which EV he’d buy.توسط Annex Wealth Management
…
continue reading