Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year.Annex Wealth Management

Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis.Annex Wealth Management

NOTE: This episode includes language that some may find offensive. Not quite NSFW, but keep the volume down when the clip from 'Landman' airs. One of the 'three arrows' of Trump's economic policy is an additional 3 million barrels of oil per day. Expect pushback. Billy Bob Thornton in his Landman role offers a take.…

Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'. Dave says Bessent has the skills to tackle a very full plate of issues.Annex Wealth Management

Auto, banks, financial institutions, and independent power producers have momentum while other sectors don't. President-elect Trump is clearly following his campaign trail promises---and the market is responding.Annex Wealth Management

After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see? Dan and Dave discuss.Annex Wealth Management

Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up.Annex Wealth Management

One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis.Annex Wealth Management

Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donnell discuss. And is the Elon Musk $1 million daily giveaway legal?Annex Wealth Management

Does the market predict a presidential winner? It might not be clear this time around. Dan O'Donnell and Dave Spano cover the intersection of politics and finance.Annex Wealth Management

Dave and Dan begin with perspective on Elon Musk vs. Mark Cuban jostling for their candidates before heading to other election topics.Annex Wealth Management

Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision.Annex Wealth Management

The path to the White House is complex. Dan O'Donnell and Dave Spano describe how a potential Electoral College tie could be settled. But what if an October surprise arrives? Fasten your seatbelts.Annex Wealth Management

The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast.Annex Wealth Management

It's important to know where candidates stand on economic policy. Perhaps we'll know more after next week's presidential debate.Annex Wealth Management

Fresh from a trip to Europe including Normandy, Dan O'Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend....everything.Annex Wealth Management

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.Annex Wealth Management

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 pivoting to the intersection of the economy and politics.Annex Wealth Management

Politics and economics collide between the presidential election and the Fed's rate policy.Annex Wealth Management

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 Dan would pay off the bet using cash or crypto.Annex Wealth Management

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 Dan cover Saturday's assassination attempt, Day One of the RNC, and how the market seems to be taking it all in stride.Annex Wealth Management

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 could do that would crush the economy.Annex Wealth Management

The intersection of politics and economics focuses on last week’s presidential debate—and a whole lot of ‘what NOW?’ questions.Annex Wealth Management

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 during this week’s presidential debate?Annex Wealth Management

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 predictions have changed as inflation has continued to remain sticky. Election year rate cuts typically don't happen around the election, but this year, anything seems possible.…

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 the Trump conviction mean for markets?Annex Wealth Management

Dave Spano and Dan O'Donnell celebrate the 100th episode covering NVIDIA, AI and jobs, and the presidential election.Annex Wealth Management

What would you prefer? A slowdown in inflation or a slowdown in the economy? Dave Spano and Dan O'Donnell discuss.Annex Wealth Management

ABC’s polling indicates weakness for Biden. If inflation doesn’t slow to where rate cuts occur, what does that spell for November?Annex Wealth Management

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 November election.Annex Wealth Management

Annex Wealth Management

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 national political conventions.Annex Wealth Management

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, Dave is following the Netanyahu-Khomeini action.Annex Wealth Management

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: earnings seasons starts soon and it might be healthy.Annex Wealth Management

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 possibly ambivalent reaction to stubborn rates.Annex Wealth Management

When it comes to inflation, Boomers could be the only ones who might not care.Annex Wealth Management

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 that's on the table--in now-or-never mode.Annex Wealth Management

Don't invest your politics. Dave Spano explains why.Annex Wealth Management

Is it possible the Fed could leave rates where they are?Annex Wealth Management

252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup.Annex Wealth Management

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 Magnificent Seven, and what it will signify when the Fed finally cuts rates.Annex Wealth Management

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 Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.Annex Wealth Management

If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?Annex Wealth Management

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', the TV series.Annex Wealth Management

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 might mean for the Democrats. Speaking of the election, are we better off than 4 years ago? Dan's been doing some research and drops some knowledge regarding the impact of inflation.…

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 stories of the year.Annex Wealth Management

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 at holiday parties when it comes to next year's presidential election.Annex Wealth Management

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.Annex Wealth Management

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 being 'choiceful', and what exactly does that mean?Annex Wealth Management

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/recession in '24?Annex Wealth Management