Radio and TV Personality Dan O'Donnell and President & CEO of Annex Wealth Management Dave Spano discuss current events at the intersection of wealth and policy.
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As the debate dust settles....
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The intersection of politics and economics focuses on last week’s presidential debate—and a whole lot of ‘what NOW?’ questions.Von Annex Wealth Management
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Can Nvidia recapture King of the Hill status?
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It’s not the largest company, but it might be the most interesting. Dan O’Donnell and Dr Brian Jacobsen discuss the latest. Also, could we see a market-moving moment during this week’s presidential debate?Von Annex Wealth Management
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Will The Fed's Policies Affect The 2024 Election?
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The Fed’s meeting last week revealed a shift (again) in rate cut expectations. At the beginning of 2024, some analysts had anticipated 4-6 rate cuts; now those predictions have changed as inflation has continued to remain sticky. Election year rate cuts typically don't happen around the election, but this year, anything seems possible.…
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Tight policy hurts from the bottom up.
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Annex Chief Economist Dr. Brian Jacobsen sits in for Dave Spano. The discussion turns to slowing economic indicators. Is it what the Fed wants to see? Also, what's the Trump conviction mean for markets?Von Annex Wealth Management
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Episode 100. When does 'Investing Summer' start?
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Dave Spano and Dan O'Donnell celebrate the 100th episode covering NVIDIA, AI and jobs, and the presidential election.Von Annex Wealth Management
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Has the Fed lost credibility?
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What would you prefer? A slowdown in inflation or a slowdown in the economy? Dave Spano and Dan O'Donnell discuss.Von Annex Wealth Management
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The 'misery index' and its role in the election
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ABC’s polling indicates weakness for Biden. If inflation doesn’t slow to where rate cuts occur, what does that spell for November?Von Annex Wealth Management
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Sell in May. Come back by the election?
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Dave Spano provides the history behind 'sell in May and go away'. Then, he and Dan pivot to Starbucks, consumers in general, and the daily jockeying during the race to the November election.Von Annex Wealth Management
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CNN presidential poll stunner. Advantage Trump.
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Von Annex Wealth Management
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The Fed is willing to wait. Homebuyers might not be.
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Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions.Von Annex Wealth Management
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Vegas and Presidential election odds
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Fresh off a weekend trip to Vegas, Dan O'Donnell shares a few stories while Dave Spano zeroes in on the latest in presidential election odds. Dan was at a UFC event, Dave is following the Netanyahu-Khomeini action.Von Annex Wealth Management
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The Fed can’t get it wrong again
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Is the Fed in a precarious position? Economists are increasingly uncertain about Fed rate cuts this year. Dan and Dave discuss the latest. Dave's got good news: earnings seasons starts soon and it might be healthy.Von Annex Wealth Management
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Powell and the Fed don't seem too worried about inflation
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On the same day Dan O'Donnell interviewed former president Trump on his radio show, Brian Jacobsen fills for Dave Spano and provides his take on Jerome Powell and the possibly ambivalent reaction to stubborn rates.Von Annex Wealth Management
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Declining inflation doesn't mean prices are going down
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When it comes to inflation, Boomers could be the only ones who might not care.Von Annex Wealth Management
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Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode.Von Annex Wealth Management
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Trump stocks vs Biden stocks
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Don't invest your politics. Dave Spano explains why.Von Annex Wealth Management
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Bullish sentiment takes over
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Is it possible the Fed could leave rates where they are?Von Annex Wealth Management
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A second wave of inflation?
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252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup.Von Annex Wealth Management
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Why Biden and Trump should be careful taking credit for the economy.
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It's going to be a long slog from President's Day to the election. Dan and Dave discuss markets during election cycles, the influence of Joe Biden's sister, the Magnificent Seven, and what it will signify when the Fed finally cuts rates.Von Annex Wealth Management
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"Most economists will tell you: Fear the rate cut".
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After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.Von Annex Wealth Management
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The (Jerome) Powell Pushback
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If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?Von Annex Wealth Management
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$1 trillion in debt added in the past 4 months.
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Dan and Dave discuss the stubbornly good economy, GDP, the election (and the still-in-play $100 bet), bond vigilantes, Elon Musk, and dandy a quote from 'Billions', the TV series.Von Annex Wealth Management
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Ron DeSantis dropping out of the presidential election leads the podcast, but Dan O'Donnell and Dave Spano also wonder what the Kamala Harris/Gavin Newsom dynamic might mean for the Democrats. Speaking of the election, are we better off than 4 years ago? Dan's been doing some research and drops some knowledge regarding the impact of inflation.…
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80% of Capitalism is up for election?
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Election season. Not just here, but around the world. Dave Spano and Dan O'Donnell cover the Iowa caucus, Boeing's bad weekend, the Fed, and what could be the biggest stories of the year.Von Annex Wealth Management
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The Fed's 2023 holiday gift
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On our final podcast of 2023, Dave Spano and Dan O'Donnell discuss the recent rally, bump up against a couple of conspiracy theories, and what people are talking about at holiday parties when it comes to next year's presidential election.Von Annex Wealth Management
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The Dan O'Donnell/Dave Spano election wager
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Not long after a pretty solid sample of rapping from Hamilton (the hip-hop musical), Dave reminds Dan of a $100 bet on the line.Von Annex Wealth Management
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Thankful. And 'choiceful'. What's the difference?
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Dan and Dave find reasons for cheer this Thanksgiving week; consumers keep spending, GDP looks healthy, and the Fed might be done raising rates. But why are CEO's being 'choiceful', and what exactly does that mean?Von Annex Wealth Management
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$33T in debt. We need a hard conversation.
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Another threat of a government shutdown. Does it matter? Dan and Dave discuss. What about the Moody's downgrade, the potential for rate CUTS in 2024, and a slowdown/recession in '24?Von Annex Wealth Management
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Taylor Swift, Seasonality, and Geopolitics.
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Taylor Swift's economic impact isn't lost on Jerome Powell---or Dan O'Donnell who flung a string of Swift titles at Dave Spano (who was ready). Dan and Dave cover seasonality, geopolitics, and a presidential election less than a year away.Von Annex Wealth Management
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Israel-Hamas and the Fed’s next move
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As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are certain the Fed isn’t making a move on interest rates this month.Von Annex Wealth Management
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Israel-Hamas. Teetering on the knife's edge.
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Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan?…
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An imminent Israeli invasion of Gaza.
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What are the chances of a proxy World War Three? Markets aren't acting like it.Von Annex Wealth Management
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A catalyst for World War Three?
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What's happening in Gaza has the potential to destabilize world markets.Von Annex Wealth Management
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October's Bad Market Reputation & Can Congress Do The Basics?
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Dave & Dan discuss the drama in the House of Representatives - will Gaetz succeed? How much does the House impact upcoming earnings season? Dan asks Dave about October, and how history views the month in terms of market success.Von Annex Wealth Management
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The Wall of Worry builds into an election
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This week alone could influence many future policy decisions.Von Annex Wealth Management
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Should the State of Wisconsin be in the ballpark business?
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A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.Von Annex Wealth Management
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Both sides think they're going to win the election. That's good.
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There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?Von Annex Wealth Management
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Debt crises have been around for over 100 years. The current $32 trillion version that's brewing won't address the issue until there's a problem. Would problems launch conversations about austerity prior to the election?Von Annex Wealth Management
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The two-cocktail political pairing
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With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.Von Annex Wealth Management
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The recession is not cancelled. It is delayed.
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Dan and Dave discuss the growing--and looming--US debt.Von Annex Wealth Management
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A Prison President? What Might That Do To The Dollar?
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Annex Wealth Management's Dave Spano and WISN's Dan O'Donnell discuss the ramifications of an imprisoned President, along with insights on politics and the economy.Von Annex Wealth Management
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The Fitch effect. What did the downgrade do?
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Dan and Dave review the downgrade from Fitch and what it means for markets. Do Americans really need $1.8 million to retire? That’s what a Schwab survey found. And has the recession been cancelled or just postponed?Von Annex Wealth Management
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Any time you see 90% of economists agree on something....
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Jobs, spending, earnings, and optimism remain healthy with no sign of the 'promised' recession. So what would happen if a recession began during an election year?Von Annex Wealth Management
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At what point do we start to address the debt in this country?
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Dave and Dan discuss the red-hot Dow, the presidential matchup, the Fed, Russia/Ukraine, the Chinese economy---and land on the SAG-AFTRA strike.Von Annex Wealth Management
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More inflation, the coming retirement crisis, and growth of decentralized media.
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Dan and Dave chat about inflation before pivoting to the SAG-AFTRA strike and the potential impact on the bottom line for streamers and other media channels.Von Annex Wealth Management
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Inflation. Cutbacks. And will Joe run again?
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If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets?Von Annex Wealth Management
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FOMO: the fear of missing out. Is that what's happening? And what might derail it?Von Annex Wealth Management
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"What will you create? Whatever it is, run after it. We did. Run, don't walk."
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Enthusiasm for AI is everywhere. "We could be on the precipice of another major move like we saw in 1999."Von Annex Wealth Management
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AI, front and center. Dan and Dave are believers.
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Powered by Nvidia. Not the chip, per se, but the company which reported blowout earnings last week. What's the potential? Who will be disrupted? Who might be left behind. Both Dan and Dave are excited about the possibilities.Von Annex Wealth Management
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Special guest this week: Tina. There Is An Alternative.
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Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which EV he’d buy.Von Annex Wealth Management
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