All Episodes
Thoughts On Bear Territory
As NASDAQ and the S&P flirt with bear market territory and shortages in key areas heighten consumer concerns, some investors may be looking for the exit to escape unce...
When Shortages Get Personal
Sometimes market discussions can seem distant and academic. But when shortages include necessities like baby formula, how will consumers – and the markets – respond? A...
Insidious Inflation Sees Markets Tumble
The markets stumbled as earnings news and guidance continued to paint a bleak picture for the near future. Will the Fed be able to cool down the economy without plungi...
Anticipating Elon Musk-Owned Twitter
What does an Elon Musk-owned social media company mean for the markets and for our country? Dan O’Donnell and Annex Wealth Management’s Dave Spano talk about the power...
Wait, How Did The Budget Deficit Go Down?
Most people are aware that one of the solutions the U.S. government chose to face the Covid Crisis was to spend money. Businesses received support, and most Americans ...
2022 Throws A Curve: What’s A Yield Curve?
News and financial sites have been reporting that the yield curve may be inverting. What is the yield curve, is it inverting, and what does that mean?
Planning So You Can Enjoy The Ride
Dan’s family visit to Disney got him thinking about how Disney line passes are a bit like financial planning. Dave talks about pricing power, and how important that wi...
Inflation And The Price Of Sushi
Inflation hits home when Dan gets the bill for taking his family out to eat. Everyone is affected by this silent tax. Dave shares his Irish name.