The Annex Wealth Management SWOT Podcast

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Start the week off with insight and perspective from members of the Annex Wealth Management Investment Committee.

Annex Wealth Management


    • Mar 2, 2026 LATEST EPISODE
    • weekly NEW EPISODES
    • 15m AVG DURATION
    • 197 EPISODES


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    Latest episodes from The Annex Wealth Management SWOT Podcast

    Sticky Inflation 2.0

    Play Episode Listen Later Mar 2, 2026 8:38


    Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

    inflation sticky chief investment officer
    Where Money Is Going and Why It Matters

    Play Episode Listen Later Feb 23, 2026 7:39


    Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

    money jacob johnson
    AI Shockwaves Reshape Market Winners Again

    Play Episode Listen Later Feb 16, 2026 8:41


    market winners reshape shock waves
    Will Gold Keep Going?

    Play Episode Listen Later Feb 9, 2026 9:09


    Hosted by Joe Krauss and Dr. Brian Jacobsen, Chief Economic Strategist.

    gold keep going
    Selective Strength in an AI Market

    Play Episode Listen Later Feb 2, 2026 9:11


    Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

    strength market selective jacob johnson
    Software Sell-Off Can Lead To Compelling Investments

    Play Episode Listen Later Jan 26, 2026 6:41


    Hosted by Nick Hillstrom, Research Analyst.

    software investments compelling selloff research analysts
    Credit Card Caps?

    Play Episode Listen Later Jan 19, 2026 13:48


    Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

    credit cards caps
    No Santa Rally, Should We Still Believe?

    Play Episode Listen Later Jan 12, 2026 10:42


    Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

    santa rally
    Where is AI Headed In 2026?

    Play Episode Listen Later Jan 5, 2026 9:45


    Hosted by Director of Equity Research, Jason Cooper.

    director headed equity research jason cooper
    Market Broadening.

    Play Episode Listen Later Dec 29, 2025 19:52


    Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

    market broadening
    AI Bubble or Boom?

    Play Episode Listen Later Dec 22, 2025 11:28


    Hosted by Director of Equity Research, Jason Cooper.

    director boom bubbles equity research jason cooper
    Markets Rise, Risks Remain.

    Play Episode Listen Later Dec 15, 2025 14:16


    Hosted by Dr. Brian Jacobsen.

    risks markets remain
    AI Hype, Valuation Risks Rising.

    Play Episode Listen Later Dec 8, 2025 8:21


    Hosted by Jacob Johnson, Assistant Research Analyst.

    rising hype risks valuations jacob johnson
    Tech Dominance, Policy Pressure.

    Play Episode Listen Later Dec 1, 2025 6:47


    Hosted by Derek Felske, Chief Investment Officer.

    tech pressure policy dominance chief investment officer
    Tariffs and Tech Earnings.

    Play Episode Listen Later Nov 24, 2025 5:52


    How are tariffs and tech earnings shaping market turmoil right now?  Hosted by Jacob Johnson, Assistant Research Analyst.

    tariffs tech earnings jacob johnson
    The Shutdown Impact

    Play Episode Listen Later Nov 17, 2025 10:42


    Hosted by Jason Cooper, Director of Equity Research.

    director shutdowns equity research jason cooper
    Where's The Job Market Headed?

    Play Episode Listen Later Nov 10, 2025 9:16


    Hosted by Dr. Brian Jacobsen, Chief Economic Strategist.

    headed job market
    AI's Growing Influence on Market Trends

    Play Episode Listen Later Nov 3, 2025 9:31


    Hosted by Jason Cooper, Director of Equity Research.

    director market trends equity research growing influence jason cooper
    Keep Three Things in Mind with the Stock Market

    Play Episode Listen Later Oct 27, 2025 6:26


    Hosted by Derek Felske, Chief Investment Officer.

    stock market chief investment officer
    Trade and Tariff Volatility

    Play Episode Listen Later Oct 20, 2025 10:54


    Hosted by Jacob Johnson, Associate Research Analyst.

    trade tariffs volatility jacob johnson
    Is The High-End Consumer Starting to Feel the Pinch?

    Play Episode Listen Later Oct 13, 2025 12:01


    Hosted by Jason Cooper, Director of Equity Research.

    director starting consumer pinch high end equity research jason cooper
    Powering Through the Shutdown

    Play Episode Listen Later Oct 6, 2025 9:33


    Hosted by Brian Jacobsen, Chief Economist.

    shutdowns powering chief economists
    Three important rules

    Play Episode Listen Later Sep 29, 2025 7:13


    Hosted by Derek Felske, Chief Investment Officer

    chief investment officer
    Retail therapy

    Play Episode Listen Later Sep 22, 2025 10:30


    Hosted by Dr. Brian Jacobsen, Chief Economist

    chief economists retail therapy
    AI fueling capital spend

    Play Episode Listen Later Sep 15, 2025 6:56


    Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.

    capital fueling chief economists chief investment officer
    The weakening labor market

    Play Episode Listen Later Sep 8, 2025 10:22


    Hosted by Jason Cooper, Director of Equity Research. 

    director labor market weakening equity research jason cooper
    The August (strength) surprise

    Play Episode Listen Later Sep 1, 2025 8:26


    Hosted by Matt Morzy, Director of Research

    director research strength surprise
    2 cuts by Christmas?

    Play Episode Listen Later Aug 25, 2025 9:25


    Hosted by Ken Bellinger, Research Analyst

    christmas cuts research analysts
    Resilience & Rebounds

    Play Episode Listen Later Aug 18, 2025 10:58


    Hosted by Chief Economic Strategist Brian Jacobsen.

    resilience rebounds
    Earnings beats galore

    Play Episode Listen Later Aug 11, 2025 11:08


    Hosted by Jason Cooper, Director of Equity Research

    director beats galore earnings equity research jason cooper
    The job report gets a 'D'

    Play Episode Listen Later Aug 4, 2025 7:39


    Hosted by Brian Jacobsen, Chief Economist

    chief economists
    Stock dips and growth

    Play Episode Listen Later Jul 28, 2025 12:22


    Hosted by Matt Morzy, Director of Research.

    director growth research stock dips
    The consumer remains strong

    Play Episode Listen Later Jul 21, 2025 9:50


    Hosted by Ken Bellinger, Research Analyst.

    consumer remains research analysts
    A mixed bag

    Play Episode Listen Later Jul 14, 2025 9:23


    Hosted by Brian Jacobsen, Chief Economist. 

    chief economists mixed bag
    2025 so far

    Play Episode Listen Later Jul 7, 2025 11:41


    Hosted by Jason Cooper, Director of Equity Research

    director equity research jason cooper
    Valuation threats

    Play Episode Listen Later Jun 30, 2025 9:45


    Hosted by Matt Morzy, Director of Research. 

    director research threats valuations
    It pays to be diversified

    Play Episode Listen Later Jun 23, 2025 10:11


    Hosted by Jason Cooper, Director of Equity Research

    director pays diversified equity research jason cooper
    Tech trade roars back

    Play Episode Listen Later Jun 16, 2025 5:44


    Hosted by Derek Felske, Chief Investment Officer.

    tech trade chief investment officer roars
    Cognitive dissonance

    Play Episode Listen Later Jun 9, 2025 7:32


    Hosted by Brian Jacobsen, Chief Economist. 

    chief economists cognitive dissonance
    An opportunity to rebalance

    Play Episode Listen Later Jun 2, 2025 7:34


    Hosted by Derek Felske, Chief Investment Officer. 

    opportunities chief investment officer rebalance
    Policy uncertainty continues

    Play Episode Listen Later May 26, 2025 7:45


    Hosted by Ken Bellinger, Research Analyst.

    policy uncertainty research analysts
    Tariffs now, Tax cuts later

    Play Episode Listen Later May 19, 2025 8:41


    Hosted by Matt Morzy, Director of Research. 

    director research tariffs tax cuts
    Intentional Inactivity

    Play Episode Listen Later May 12, 2025 11:10


    Hosted by Jason Cooper, Director of Equity Research.

    director intentional inactivity equity research jason cooper
    Mangled/Tangled 'Magnificent' 7.

    Play Episode Listen Later May 5, 2025 9:10


    Host by Brian Jacobsen, Chief Economist. 

    chief economists tangled mangled
    Here comes opportunity

    Play Episode Listen Later Apr 28, 2025 5:53


    opportunities
    The Bond edition

    Play Episode Listen Later Apr 21, 2025 12:23


    Hosted by Ken Bellinger, Research Analyst. 

    bond research analysts
    Bull market uncertainty

    Play Episode Listen Later Apr 14, 2025 12:21


    Hosted by Jason Cooper, Director of Equity Research. 

    director uncertainty bull market equity research jason cooper
    Bonds step up

    Play Episode Listen Later Apr 7, 2025 9:41


    Hosted by Dr. Brian Jacobsen, Chief Economist

    bonds step up chief economists
    Tied for the 5th fastest 10% correction

    Play Episode Listen Later Mar 31, 2025 11:35


    Hosted by Matt Morzy, Director of Research. 

    director research correction fastest tied
    Bundled Strengths/Weaknesses

    Play Episode Listen Later Mar 24, 2025 8:41


    Hosted by Brian Jacobsen, Chief Economist

    strengths weaknesses chief economists bundled
    Recessionary risks are rising

    Play Episode Listen Later Mar 17, 2025 5:52


    Hosted by Derek Felske, Chief Investment Officer. 

    rising risks chief investment officer recessionary

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