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


    • Dec 15, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 15m AVG DURATION
    • 186 EPISODES


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    Latest episodes from The Annex Wealth Management SWOT Podcast

    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
    A job report littered with misses

    Play Episode Listen Later Mar 10, 2025 10:47


    Hosted by Jason Cooper, Director of Equity Research.

    director misses equity research littered jason cooper
    Consumers are concerned

    Play Episode Listen Later Mar 3, 2025 8:20


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

    consumers concerned
    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. 

    director activity doge adjacent research analysts equity research jason cooper
    Sticky inflation before tariffs

    Play Episode Listen Later Feb 17, 2025 6:36


    Joined by Derek Felske, Chief Investment Officer. 

    inflation tariffs sticky 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.

    comeback wall worry manufacturing manages ism manufacturing
    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. 

    reality opportunities negotiation tariffs
    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. 

    donald trump opportunities week one
    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. 

    starts first year presidency discretionary
    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. 

    services tech stocks
    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. 

    weak back in black breadth
    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. 

    opportunities earnings

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