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
![Artwork](/static/images/128pixel.png)
1
Can Nvidia recapture King of the Hill status?
16:17
16:17
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:17
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?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Will The Fed's Policies Affect The 2024 Election?
15:14
15:14
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:14
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
![Artwork](/static/images/128pixel.png)
1
Tight policy hurts from the bottom up.
15:59
15:59
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:59
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?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 100. When does 'Investing Summer' start?
16:04
16:04
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:04
Dave Spano and Dan O'Donnell celebrate the 100th episode covering NVIDIA, AI and jobs, and the presidential election.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Has the Fed lost credibility?
16:07
16:07
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:07
What would you prefer? A slowdown in inflation or a slowdown in the economy? Dave Spano and Dan O'Donnell discuss.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The 'misery index' and its role in the election
15:25
15:25
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:25
ABC’s polling indicates weakness for Biden. If inflation doesn’t slow to where rate cuts occur, what does that spell for November?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Sell in May. Come back by the election?
15:24
15:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:24
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
CNN presidential poll stunner. Advantage Trump.
15:54
15:54
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:54
Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Fed is willing to wait. Homebuyers might not be.
15:41
15:41
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:41
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Vegas and Presidential election odds
16:01
16:01
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:01
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Fed can’t get it wrong again
15:32
15:32
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:32
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Powell and the Fed don't seem too worried about inflation
16:34
16:34
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:34
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Declining inflation doesn't mean prices are going down
15:22
15:22
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:22
When it comes to inflation, Boomers could be the only ones who might not care.Door 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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Trump stocks vs Biden stocks
15:28
15:28
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:28
Don't invest your politics. Dave Spano explains why.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bullish sentiment takes over
16:20
16:20
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:20
Is it possible the Fed could leave rates where they are?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
A second wave of inflation?
15:11
15:11
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:11
252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Biden and Trump should be careful taking credit for the economy.
15:06
15:06
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:06
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
"Most economists will tell you: Fear the rate cut".
15:24
15:24
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:24
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The (Jerome) Powell Pushback
16:18
16:18
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:18
If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
$1 trillion in debt added in the past 4 months.
15:14
15:14
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:14
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.Door 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
![Artwork](/static/images/128pixel.png)
1
80% of Capitalism is up for election?
15:58
15:58
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:58
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Fed's 2023 holiday gift
15:36
15:36
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:36
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Dan O'Donnell/Dave Spano election wager
15:36
15:36
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:36
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Thankful. And 'choiceful'. What's the difference?
15:39
15:39
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:39
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?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
$33T in debt. We need a hard conversation.
15:32
15:32
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:32
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?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Taylor Swift, Seasonality, and Geopolitics.
15:43
15:43
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:43
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Israel-Hamas and the Fed’s next move
15:50
15:50
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:50
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Israel-Hamas. Teetering on the knife's edge.
15:35
15:35
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:35
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
![Artwork](/static/images/128pixel.png)
1
An imminent Israeli invasion of Gaza.
15:42
15:42
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:42
What are the chances of a proxy World War Three? Markets aren't acting like it.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
A catalyst for World War Three?
15:38
15:38
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:38
What's happening in Gaza has the potential to destabilize world markets.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
October's Bad Market Reputation & Can Congress Do The Basics?
15:41
15:41
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:41
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Wall of Worry builds into an election
16:29
16:29
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:29
This week alone could influence many future policy decisions.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Should the State of Wisconsin be in the ballpark business?
15:34
15:34
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:34
A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Both sides think they're going to win the election. That's good.
15:47
15:47
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:47
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?Door 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?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The two-cocktail political pairing
15:54
15:54
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:54
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The recession is not cancelled. It is delayed.
16:01
16:01
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:01
Dan and Dave discuss the growing--and looming--US debt.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
A Prison President? What Might That Do To The Dollar?
15:28
15:28
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:28
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Fitch effect. What did the downgrade do?
15:19
15:19
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:19
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?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Any time you see 90% of economists agree on something....
15:40
15:40
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:40
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?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
At what point do we start to address the debt in this country?
14:57
14:57
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
14:57
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
More inflation, the coming retirement crisis, and growth of decentralized media.
16:27
16:27
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:27
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Inflation. Cutbacks. And will Joe run again?
15:33
15:33
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:33
If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets?Door Annex Wealth Management
…
continue reading
FOMO: the fear of missing out. Is that what's happening? And what might derail it?Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
"What will you create? Whatever it is, run after it. We did. Run, don't walk."
15:57
15:57
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:57
Enthusiasm for AI is everywhere. "We could be on the precipice of another major move like we saw in 1999."Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AI, front and center. Dan and Dave are believers.
15:44
15:44
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
15:44
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Special guest this week: Tina. There Is An Alternative.
16:00
16:00
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
16:00
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.Door Annex Wealth Management
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The issues with the Debt Ceiling.
13:15
13:15
Later Afspelen
Later Afspelen
Lijsten
Vind ik leuk
Leuk
13:15
With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?Door Annex Wealth Management
…
continue reading