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


    • Aug 3, 2026 LATEST EPISODE
    • weekly NEW EPISODES
    • 14m AVG DURATION
    • 219 EPISODES


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    Latest episodes from The Annex Wealth Management SWOT Podcast

    Monday, August 3rd. The Fed Stays Quiet, Earnings Results In.

    Play Episode Listen Later Aug 3, 2026 4:50


    Featuring Chief Investment Officer, Derek Felske.

    quiet stays earnings
    Monday, July 27th. Strong Earnings Fuel Investor Confidence

    Play Episode Listen Later Jul 27, 2026 10:17


    Featuring Assistant Research Analyst, Jacob Johnson.

    confidence investors fuel earnings jacob johnson
    Monday, July 20th. Big Banks, Oil and Earnings.

    Play Episode Listen Later Jul 20, 2026 9:28


    Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

    earnings big banks
    Monday, July 13th. AI Winners, Energy Risks & Fed Change.

    Play Episode Listen Later Jul 13, 2026 9:59


    Featuring Research Analyst, Mark Schaefer.

    energy winners risks mark schaefer
    America Turns 250. What Has the Economy Learned?

    Play Episode Listen Later Jul 6, 2026 13:11


    Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

    america economy
    Non-Tech Strength, AI Pricing Weakness, Oil Opportunity, Inflation Threat

    Play Episode Listen Later Jun 29, 2026 13:07


    In this week's Annex Wealth Management SWOT Podcast, Annex Wealth Management's Research Analyst Jacob Johnson breaks down the latest market and economic signals.StrengthsNon-tech and non-AI sectors displayed solid resilience amid last week's tech volatility. Despite the Nasdaq dropping ~5%, investors didn't run to cash — they simply rotated into other areas of the market, signaling underlying stability and continued confidence.WeaknessesAI cost pressures are now reaching consumers. Apple and Microsoft raised prices on devices due to surging memory and storage costs, sparking fears of demand destruction and triggering sell-offs (Apple fell ~6%). Questions are growing about how long semiconductor profit margins can remain at elevated levels.OpportunitiesThe reopening of the Strait of Hormuz delivered major relief, driving oil prices down sharply from over $100 to around $70 per barrel. If sustained, this disinflationary boost could offset tech-driven price hikes, ease energy costs, and give the Fed more room to maneuver.ThreatsInflation is running hotter than expected. The Fed's preferred PCE index jumped to 4.1% in May (highest in ~3 years), with core PCE at 3.4%. This sticky data limits new Chair Kevin Warsh's options, raising the risk of “higher for longer” interest rates and pressuring consumers if wage growth can't keep pace.A clear, balanced SWOT update that highlights a market in transition — broader resilience despite concentrated tech weakness, with energy prices now acting as a pivotal swing factor for inflation and policy.

    ai apple opportunities tech strength microsoft threats inflation pricing weakness fed nasdaq strait hormuz swot pce
    Retail Sales Up, Housing Down and Relief at the Pump.

    Play Episode Listen Later Jun 22, 2026 10:54


    Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

    housing relief pump retail sales
    Monday, June 15th. Space X Launches. What Do We Know?

    Play Episode Listen Later Jun 15, 2026 6:41


    Featuring Annex Research Analyst, Nick Hillstrom.

    spacex launches
    Monday, June 8th. Blockbuster Corporate Earnings.

    Play Episode Listen Later Jun 8, 2026 7:57


    Featuring Annex Associate Research Analyst, Mark Schaefer.

    corporate blockbuster earnings mark schaefer
    Monday, June 1st. AI Boom Meets Inflation Shock

    Play Episode Listen Later Jun 1, 2026 8:59


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

    inflation shock chief investment officer ai boom
    Monday, May 25th. Holiday Creep Spending and Spring Opportunities.

    Play Episode Listen Later May 25, 2026 9:48


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

    opportunities holiday spring spending creep
    Monday, May 18th. Federal Reserve Reset

    Play Episode Listen Later May 18, 2026 5:39


    Hosted by Joe Krauss and Research Analyst, Nick Hillstrom.

    reset federal reserve research analysts
    Monday, May 11th. The Housing Market is Back in the Deep Freeze

    Play Episode Listen Later May 11, 2026 8:29


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

    housing market deep freeze jacob johnson
    Monday, May 4th. A New Fed Chair, A New Economy?

    Play Episode Listen Later May 4, 2026 12:38


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

    may 4th new economy fed chair
    Is AI Finally Paying Up?

    Play Episode Listen Later Apr 27, 2026 7:43


    Hosted by Joe Krauss and Trader, Mark Schaefer.

    paying trader mark schaefer
    Geopolitical Anxiety

    Play Episode Listen Later Apr 20, 2026 9:07


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

    anxiety geopolitical jacob johnson
    Oil and AI. What to Watch.

    Play Episode Listen Later Apr 13, 2026 12:03


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

    What Did the Job's Numbers Tell Us?

    Play Episode Listen Later Apr 6, 2026 8:24


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

    numbers
    The Pick-and-Shovel Winners Are Still Winning

    Play Episode Listen Later Mar 30, 2026 6:14


    Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.  Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑shovel AI infrastructure names, from semiconductors to power and optical networking, are quietly carrying the upside. Earnings leadership is broadening beyond mega‑cap tech, making the market more resilient, but pressure is building from a flattening yield curve, stressed private credit, and rising geopolitical risk. Everything now hinges on the Strait of Hormuz, because a real de‑escalation could unlock a powerful relief rally, while prolonged conflict could keep oil, yields, and volatility locked in a dangerous feedback loop.

    ai winning winners markets earnings strait hormuz shovel jacob johnson
    Deteriorating Free Cash Flow Among AI Spenders

    Play Episode Listen Later Mar 23, 2026 8:00


    Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.  We are seeing a collision between the massive potential of AI-driven productivity and the inflationary shocks of a new, more aggressive geopolitical era.  Remain selective, know what you own and why.

    ai remain cashflow chief investment officer deteriorating spenders free cash flow
    Narrow Job Growth and AI-Driven Productivity.

    Play Episode Listen Later Mar 16, 2026 7:58


    Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.

    productivity driven narrow trader mark schaefer job growth
    Are Online Purchases Winning?

    Play Episode Listen Later Mar 9, 2026 11:23


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

    online winning purchases
    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

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