The Annex Wealth Management SWOT Podcast

Mar 31 2025 149 ep. 16 mins 9

The Annex Wealth Management SWOT Podcast artwork

Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

Business Education

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Tied for the 5th fastest 10% correction

Mar 31 2025 11 mins

Hosted by Matt Morzy, Director of Research.

Bundled Strengths/Weaknesses

Mar 24 2025 8 mins

Hosted by Brian Jacobsen, Chief Economist

Recessionary risks are rising

Mar 17 2025 5 mins

Hosted by Derek Felske, Chief Investment Officer.

A job report littered with misses

Mar 10 2025 10 mins

Hosted by Jason Cooper, Director of Equity Research.

Consumers are concerned

Mar 03 2025 8 mins

Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management.

A lot of DOGE adjacent activity

Feb 24 2025 14 mins

Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst.

Sticky inflation before tariffs

Feb 17 2025 6 mins

Joined by Derek Felske, Chief Investment Officer.

Manufacturing manages a comeback?

Feb 10 2025 16 mins

ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.

Tariffs: One part negotiation, one part reality

Feb 03 2025 12 mins

The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.

Week One. So far, so good.

Jan 27 2025 15 mins

So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.