Podcast Episodes
Back to SearchSunday, September 22nd. Good vibrations. Fed cut, but not in a panic.
Episode 253
Now we’re at the Monday Morning Quarterbacking phase of the cutting cycle. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about…
2 years, 1 month ago
Sunday, September 15th. All eyes on Wednesday.
Episode 252
A big cut doesn't have to instill panic. A small cut doesn't have to cause concern. Dave Spano and Brian Jacobsen present our Week-in-Review. Our Ann…
2 years, 1 month ago
Sunday, September 8th. A precarious balance.
Episode 251
Weak ISM Manufacturing, tepid Services, low hirings rate, softer payroll growth, all sucked the wind out of the market. Brian Jacobsen presents our W…
2 years, 1 month ago
Sunday, September 1st. Nvidia shares fell, but the market still rallied.
Episode 250
Is Big Tech not as big of a deal as everyone feared? Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also profile the Annex Investmen…
2 years, 1 month ago
Sunday, August 25th. Policy: The Direction Of Worry.
Episode 249
The Fed has three mandates (not two): full employment, stable prices, and moderate long-term interest rates. CEO Dave Spano and Chief Economist Brian…
2 years, 2 months ago
Sunday, August 18th. Retail sales better than expected.
Episode 248
Retail sales looked good but might be superficial. We'll cover it during our Week-in-Review. How does Annex integrate with entrepreneurs and business…
2 years, 2 months ago
Sunday, August 11th. A review of the rebound.
Episode 247
Fasten your seatbelts, it's going to be bumpy. Dave Spano and Brian Jacobsen take a look at a volatile week. We'll also cover estate planning roles, …
2 years, 2 months ago
Sunday, August 4th. A volatile week.
Episode 246
Markets LOVED Powell's signal that cuts are coming, but then the ISM Manufacturing and initial jobless claims numbers heightened the fear that cuts w…
2 years, 2 months ago
Sunday, July 28th. Tech's troubles: investment is costly.
Episode 245
Companies are reporting....and consumers are pinching pennies. Dave Spano and Brian Jacobsen present the Week-in-Review. We'll cover 7 money lies we…
2 years, 3 months ago
Sunday, July 21st. Rapid repricing.
Episode 244
Call it the Trump trade, small caps over large, value over growth. Learn more about the great Boomer Wealth Transfer, the silver lining of delayed re…
2 years, 3 months ago