The Annex Wealth Management SWOT Podcast

Mar 03 2025 145 ep. 17 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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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.

First year of a new presidency starts today

Jan 20 2025 13 mins

Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.

You probably own a lot more tech stocks than you think you do

Jan 13 2025 11 mins

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.

Outside of the Mag 7, breadth is weak.

Jan 06 2025 13 mins

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.

2025. Follow the earnings

Dec 30 2024 17 mins

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.