The Difference with Dan O'Donnell & Dave Spano

Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis. 

NOTE: This episode includes language that some may find offensive. Not quite NSFW, but keep the volume down when the clip from 'Landman' airs. One of the 'three arrows' of Trump's economic policy is an additional 3 million barrels of oil per day. Expect pushback. Billy Bob Thornton in his Landman role offers a take. 

Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'.  Dave says Bessent has the skills to tackle a very full plate of issues.

Auto, banks, financial institutions, and independent power producers have momentum while other sectors don't. President-elect Trump is clearly following his campaign trail promises---and the market is responding. 

After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see?  Dan and Dave discuss. 

Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up.   

One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis. 

Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donnell discuss. And is the Elon Musk $1 million daily giveaway legal? 

Does the market predict a presidential winner? It might not be clear this time around. Dan O'Donnell and Dave Spano cover the intersection of politics and finance. 

Dave and Dan begin with perspective on Elon Musk vs. Mark Cuban jostling for their candidates before heading to other election topics. 

Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision. 

The path to the White House is complex. Dan O'Donnell and Dave Spano describe how a potential Electoral College tie could be settled. But what if an October surprise arrives? Fasten your seatbelts. 

The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast. 

It's important to know where candidates stand on economic policy. Perhaps we'll know more after next week's presidential debate. 

Fresh from a trip to Europe including Normandy, Dan O'Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend....everything. 

The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask hard questions of both candidates. 

Wall Street's 'fear gauge'--the VIX--hits the highest level since the 2020 pandemic market plunge. Dave Spano and Dan O'Donnell cover the market reaction before pivoting to the intersection of the economy and politics. 

Politics and economics collide between the presidential election and the Fed's rate policy. 

Dan was ready for an 'I Told You So' from Dave Spano regarding their bet about Biden remaining as the Democratic candidate. Dave held back. He was more interested if Dan would pay off the bet using cash or crypto.  

Dan O'Donnell visits the Annex Wealth Management studio at the Pfister in Milwaukee this week. After all, it's where former President Trump is staying. Dave Spano and Dan cover Saturday's assassination attempt, Day One of the RNC, and how the market seems to be taking it all in stride. 

A week before the RNC, all eyes are on Joe Biden who appears to be dug in. Dave Spano says to play the facts and circumstances--but he also shares one thing Biden could do that would crush the economy. 

The intersection of politics and economics focuses on last week’s presidential debate—and a whole lot of ‘what NOW?’ questions.  

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?   

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. 

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?