All Episodes
The (Jerome) Powell Pushback
If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?
$1 trillion in debt added in the past 4 months.
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', t...
"He thinks he's JFK"
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 migh...
80% of Capitalism is up for election?
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 ...
The Fed's 2023 holiday gift
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...
The Dan O'Donnell/Dave Spano election wager
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.
Thankful. And 'choiceful'. What's the difference?
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 bein...
$33T in debt. We need a hard conversation.
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/r...
Taylor Swift, Seasonality, and Geopolitics.
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 seas...
Israel-Hamas and the Fed’s next move
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 c...
Israel-Hamas. Teetering on the knife's edge.
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 n...
An imminent Israeli invasion of Gaza.
What are the chances of a proxy World War Three? Markets aren't acting like it.
A catalyst for World War Three?
What's happening in Gaza has the potential to destabilize world markets.
October's Bad Market Reputation & Can Congress Do The Basics?
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...
The Wall of Worry builds into an election
This week alone could influence many future policy decisions.
Should the State of Wisconsin be in the ballpark business?
A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.
Both sides think they're going to win the election. That's good.
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 politici...
Austerity in 2024?
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...
The two-cocktail political pairing
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 po...
The recession is not cancelled. It is delayed.
Dan and Dave discuss the growing--and looming--US debt.
A Prison President? What Might That Do To The Dollar?
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.
The Fitch effect. What did the downgrade do?
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...
Any time you see 90% of economists agree on something....
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?
At what point do we start to address the debt in this country?
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.
More inflation, the coming retirement crisis, and growth of decentralized media.
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.
Inflation. Cutbacks. And will Joe run again?
If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets?
"What will you create? Whatever it is, run after it. We did. Run, don't walk."
Enthusiasm for AI is everywhere. "We could be on the precipice of another major move like we saw in 1999."