All Episodes
RNC week. Let's count the Black Swans.
Dan O'Donnell visits the Annex Wealth Management studio at the Pfister in Milwaukee this week. After all, it's where former President Trump is staying. Dave Spano and ...
Is Biden the Comeback Kid?
A week before the RNC, all eyes are on Joe Biden who appears to be dug in. Dave Spano says to play the facts and circumstances--but he also shares one thing Biden coul...
As the debate dust settles....
The intersection of politics and economics focuses on last week’s presidential debate—and a whole lot of ‘what NOW?’ questions.
Can Nvidia recapture King of the Hill status?
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 ...
Will The Fed's Policies Affect The 2024 Election?
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 predict...
Tight policy hurts from the bottom up.
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 t...
Episode 100. When does 'Investing Summer' start?
Dave Spano and Dan O'Donnell celebrate the 100th episode covering NVIDIA, AI and jobs, and the presidential election.
Has the Fed lost credibility?
What would you prefer? A slowdown in inflation or a slowdown in the economy? Dave Spano and Dan O'Donnell discuss.
The 'misery index' and its role in the election
ABC’s polling indicates weakness for Biden. If inflation doesn’t slow to where rate cuts occur, what does that spell for November?
Sell in May. Come back by the election?
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 Fed is willing to wait. Homebuyers might not be.
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 nati...
Vegas and Presidential election odds
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, D...
The Fed can’t get it wrong again
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: earnin...
Powell and the Fed don't seem too worried about inflation
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 ...
Declining inflation doesn't mean prices are going down
When it comes to inflation, Boomers could be the only ones who might not care.
AI Woodstock.
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 tha...
A second wave of inflation?
252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup.
Why Biden and Trump should be careful taking credit for the economy.
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 Magnif...
"Most economists will tell you: Fear the rate cut".
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 ...
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.