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


    • Jun 30, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 16m AVG DURATION
    • 162 EPISODES


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    Latest episodes from The Annex Wealth Management SWOT Podcast

    Valuation threats

    Play Episode Listen Later Jun 30, 2025 9:45


    Hosted by Matt Morzy, Director of Research. 

    It pays to be diversified

    Play Episode Listen Later Jun 23, 2025 10:11


    Hosted by Jason Cooper, Director of Equity Research

    Tech trade roars back

    Play Episode Listen Later Jun 16, 2025 5:44


    Hosted by Derek Felske, Chief Investment Officer.

    Cognitive dissonance

    Play Episode Listen Later Jun 9, 2025 7:32


    Hosted by Brian Jacobsen, Chief Economist. 

    An opportunity to rebalance

    Play Episode Listen Later Jun 2, 2025 7:34


    Hosted by Derek Felske, Chief Investment Officer. 

    Policy uncertainty continues

    Play Episode Listen Later May 26, 2025 7:45


    Hosted by Ken Bellinger, Research Analyst.

    Tariffs now, Tax cuts later

    Play Episode Listen Later May 19, 2025 8:41


    Hosted by Matt Morzy, Director of Research. 

    Intentional Inactivity

    Play Episode Listen Later May 12, 2025 11:10


    Hosted by Jason Cooper, Director of Equity Research.

    Mangled/Tangled 'Magnificent' 7.

    Play Episode Listen Later May 5, 2025 9:10


    Host by Brian Jacobsen, Chief Economist. 

    Here comes opportunity

    Play Episode Listen Later Apr 28, 2025 5:53


    The Bond edition

    Play Episode Listen Later Apr 21, 2025 12:23


    Hosted by Ken Bellinger, Research Analyst. 

    Bull market uncertainty

    Play Episode Listen Later Apr 14, 2025 12:21


    Hosted by Jason Cooper, Director of Equity Research. 

    Bonds step up

    Play Episode Listen Later Apr 7, 2025 9:41


    Hosted by Dr. Brian Jacobsen, Chief Economist

    Tied for the 5th fastest 10% correction

    Play Episode Listen Later Mar 31, 2025 11:35


    Hosted by Matt Morzy, Director of Research. 

    Bundled Strengths/Weaknesses

    Play Episode Listen Later Mar 24, 2025 8:41


    Hosted by Brian Jacobsen, Chief Economist

    Recessionary risks are rising

    Play Episode Listen Later Mar 17, 2025 5:52


    Hosted by Derek Felske, Chief Investment Officer. 

    A job report littered with misses

    Play Episode Listen Later Mar 10, 2025 10:47


    Hosted by Jason Cooper, Director of Equity Research.

    Consumers are concerned

    Play Episode Listen Later Mar 3, 2025 8:20


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

    A lot of DOGE adjacent activity

    Play Episode Listen Later Feb 24, 2025 14:30


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

    Sticky inflation before tariffs

    Play Episode Listen Later Feb 17, 2025 6:36


    Joined by Derek Felske, Chief Investment Officer. 

    Manufacturing manages a comeback?

    Play Episode Listen Later Feb 10, 2025 16:53


    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

    Play Episode Listen Later Feb 3, 2025 12:25


    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.

    Play Episode Listen Later Jan 27, 2025 15:27


    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

    Play Episode Listen Later Jan 20, 2025 13:59


    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

    Play Episode Listen Later Jan 13, 2025 11:00


    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.

    Play Episode Listen Later Jan 6, 2025 13:29


    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

    Play Episode Listen Later Dec 30, 2024 17:17


    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. 

    You're a mean one, Mr. Fed

    Play Episode Listen Later Dec 23, 2024 9:28


    The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.  

    Duration compensation is back!

    Play Episode Listen Later Dec 16, 2024 13:42


    Optimism, but inflation's a touch hot. Opportunities, since the Fed won't defy gravity but will we see tariffs before we hear talk? 

    The economy keeps chugging along

    Play Episode Listen Later Dec 9, 2024 13:59


    The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations. 

    Risk mitigation. Turkeys have it pretty good. Until they don't.

    Play Episode Listen Later Dec 2, 2024 16:28


    Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle. 

    Are we in a melt-UP?

    Play Episode Listen Later Nov 25, 2024 13:11


    Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you. 

    'Boring' is becoming the new 'interesting'

    Play Episode Listen Later Nov 18, 2024 17:33


    Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

    Tax Cut Trump or Tariff War Trump?

    Play Episode Listen Later Nov 11, 2024 14:49


    Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats. 

    Election week

    Play Episode Listen Later Nov 4, 2024 10:13


    Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat. 

    The Halloween Episode

    Play Episode Listen Later Oct 28, 2024 15:44


    Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.

    Recession warning signals

    Play Episode Listen Later Oct 21, 2024 8:57


    Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning. 

    AI's 'green shoots'

    Play Episode Listen Later Oct 14, 2024 13:43


    Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat. 

    The jobs number and incoming earnings

    Play Episode Listen Later Oct 7, 2024 10:01


    Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat. 

    China's shock and awe

    Play Episode Listen Later Sep 30, 2024 20:52


    China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late. 

    Housing, nukes, and volatility

    Play Episode Listen Later Sep 23, 2024 13:24


    Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats. 

    Fed week

    Play Episode Listen Later Sep 16, 2024 8:17


    Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat. 

    Too much emphasis on Fed rate cuts?

    Play Episode Listen Later Sep 9, 2024 14:37


    Another hangover like 2019?

    Play Episode Listen Later Sep 2, 2024 16:46


    Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast. 

    Time to cut? The Fed vs The Market

    Play Episode Listen Later Aug 26, 2024 18:50


    There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.

    Volatility produces a lot of opportunity

    Play Episode Listen Later Aug 19, 2024 7:57


    Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error. 

    Sometimes strengths can bleed over to weaknesses

    Play Episode Listen Later Aug 12, 2024 9:32


    Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.

    "Trading last week looked...frightening"

    Play Episode Listen Later Aug 5, 2024 13:29


    Strength: bonds diversified stocks. Weakness: the labor market. Opportunity: selective stock selection. Threat: bad news is now bad news. 

    Consumers gonna consume

    Play Episode Listen Later Jul 29, 2024 20:18


    It's what they do best, consumers consuming---and that's our strength this week. China grasping at straws is a weakness but there is opportunity to ride the market emotional rollercoaster. For a threat, we ask 'has the damage been done'? 

    The danger of being too sure of the outcome

    Play Episode Listen Later Jul 22, 2024 17:32


    Strength: The Fed's tone is changingWeakness: Tech wreckOpportunity: Ride the rotationThreat: Snowballing negative sentiment

    Beware the Red Queen

    Play Episode Listen Later Jul 15, 2024 14:04


    Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.

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