All Episodes
Why fear the first cut?
The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask hard questions of both candidates.
Monday's global market rout
Wall Street's 'fear gauge'--the VIX--hits the highest level since the 2020 pandemic market plunge. Dave Spano and Dan O'Donnell cover the market reaction before pivoti...
Fiscal policy has poured gasoline on the fire
Politics and economics collide between the presidential election and the Fed's rate policy.
Dan O'Donnell was dreading this episode
Dan was ready for an 'I Told You So' from Dave Spano regarding their bet about Biden remaining as the Democratic candidate. Dave held back. He was more interested if D...
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...