All Episodes
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."
AI, front and center. Dan and Dave are believers.
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 behi...
Special guest this week: Tina. There Is An Alternative.
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 ...
The issues with the Debt Ceiling.
With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?
How about a rolling recession?
Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is.