The Investment Show

Semiconductor stocks led markets lower this week as geopolitical risks intensified, with oil prices surging on escalating tensions involving Iran, threats to the Strait of Hormuz, and reports of potential U.S.-Israel strike planning. At the same time, investors weighed signs of diplomatic movement in Ukraine-Russia peace negotiations alongside growing political uncertainty in Israel, France, and o...

Inflation is heating up again, with gas prices driving a bigger-than-expected jump in consumer and wholesale prices. At the same time, shoppers are getting more cautious, CEOs are growing less optimistic, and economic growth is losing some steam. We break down what the latest data could mean for your wallet, the Fed, and the markets.  Open enrollment season is also coming soon, how to look at...

After a strong run that pushed stocks close to record levels, markets hit turbulence as rising oil prices, persistent inflation concerns, and higher bond yields weighed on investor sentiment. Dave Spano and Dr. Brian Jacobsen break down the week's key developments, from the AI sector's pullback and crude oil's climb toward $100 a barrel to the latest signals from the Federal Reserve and what they...

Mark Beck and Dr. Brian Jacobsen take a closer look at a third quarter that featured record highs, but also revealed growing cracks beneath the surface. They unpack the market’s narrowing leadership, the next chapter in the AI story, rising interest rates, and the economic forces shaping investor sentiment heading into year-end. Despite cautious consumers and lingering uncertainty, strong earnings...

It was a week of big headlines and even bigger market swings. From AI-driven optimism and trillion-dollar tech milestones to soaring bond yields and oil prices topping $100 a barrel, investors had plenty to digest. We break down what it all means, why the Fed may not be finished raising rates, and how inflation remains the story driving markets. See omnystudio.com/listener for privacy information.

Tom Parks and Dr. Brian Jacobsen unpack the Fed’s latest rate hike, explain why inflation still isn’t passing the sniff test, and discuss what rising long-term interest rates mean for investors. They break down surprisingly strong U.S. economic data, from hot retail sales to business spending, while contrasting it with China’s ongoing economic struggles. The conversation also explores how oil mark...

A growing U.S.-Canada trade fight and a spike in oil prices are creating fresh challenges for the global economy. We break down the impact on inflation, markets, and the Fed, plus what investors should be watching next. And later, a look at what it takes to feel "wealthy" and helping your children with wedding costs. See omnystudio.com/listener for privacy information.

Markets got a wake-up call this week as investors rapidly repriced Federal Reserve expectations following Chair Warsh's Jackson Hole remarks, sending Treasury yields to their highest levels since early 2025 and reigniting the debate over whether the Fed could actually tighten into an energy-driven inflation shock. Meanwhile, the labor market continues to flash "no-hire, no-fire" signals, with weak...

This week, we're talking about an economy that's sending mixed signals. Inflation isn't accelerating, but it's proving stubborn, while economic growth is slowing enough to get attention without flashing recession warnings. We'll also dive into why the bond market remains in focus, what Nvidia's latest blockbuster earnings say about investor expectations, and how a new U.S. Canada trade dispute cou...

This week, Mark Beck and Dr. Brian Jacobsen break down the Treasury Department's decision to double the size of its bond buyback program, the implications of a national debt that has surpassed $40 trillion, and a record $85 billion Treasury interest payment. They also discuss the latest Federal Reserve minutes, which revealed a more hawkish tone and growing concern that inflation pressures may be...

This week, inflation slowed, retail sales stumbled, small-business optimism improved, and markets rallied. We'll sort through the mixed signals, explore what they may mean for the Federal Reserve, and discuss why the upcoming employment report could become a critical test for the economic outlook. This discussion is for informational purposes only and is not intended as investment advice. See omny...

Oil prices surged, currencies swung, and a historic U.S.-Japan intervention put the yen back in the spotlight as we break down the biggest market-moving stories of the week. We examine what turmoil in the Strait of Hormuz could mean for investors and why the Fed's next move remains front and center. Plus, don't miss our guide to avoiding costly retirement rollover mistakes and a discussion on how...

A quiet Fed meeting sparked a big market reaction, AI created both champions and casualties, and the American consumer remains one of the biggest mysteries in the economy. This week, Microsoft and Amazon rode a wave of AI-fueled optimism, while Meta and Apple faced tough questions from investors. We'll break down what it all means for your money on this Week in Review. Plus, segments on the advant...

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

This week, we discuss the latest market-moving developments, including oil supply trends, geopolitical events, and key themes emerging from earnings season. We also explore what investors should watch for as companies expand their use of AI. Plus, we break down the new Trump Accounts for children, explain the “retirement smile” and its impact on spending throughout retirement, and share tips for m...

This week, we examine an economy that's shifting from breakneck speed to a more sustainable pace, breaking down the latest labor data, IMF outlook, and the growing impact of AI on global growth. We also explore the widening divide between the world's economic winners and losers, discuss geopolitical developments reshaping markets, and explain why changes inside the Federal Reserve could alter how...

As America celebrates its 250th anniversary, we take a look back at the events, innovations, and economic milestones that helped shape the world's largest economy. We also tackle a common challenge for investors: managing multiple retirement and investment accounts without losing sight of your overall strategy. Plus, we clear up some of the confusion surrounding Roth conversions and discuss key fi...

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.

This week, we break down Kevin Warsh’s debut at the Fed, a unanimous decision, new internal task forces, and a leadership style that invites open disagreement. We then turn to Trump’s surprise Iran memorandum, a move that’s already easing energy market fears but raises major political and funding questions that could shape global stability and defense supply chains.  Plus, segments on solo aging a...

This week, we unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small business optimism is slipping, even as housing and trade show pockets of strength. We also explore what rising IPO activity, from AI leaders like OpenAI to more traditional brands,...

In this Week in Review, Dr. Brian Jacobsen breaks down SpaceX’s eye-popping IPO plans and why the real story isn’t rockets, but a massive, still-unproven AI bet that could reshape markets. We also unpack the growing AI arms race, from trillion-dollar IPO ambitions to Nvidia’s push into everyday devices, and why even blockbuster earnings aren’t always enough to satisfy investors. Plus, we look at e...

Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week we break down why investors are focused on strong corporate results even as consumers grow more selective with their spending across retailers like Costco, Dollar Tree, and Best Buy. Plus, we dive into the widening gap between AI winners and worriers and what it sig...

This week we unpack a fast-moving mix of global headlines and what they really mean for your money, from rising tensions overseas to new policy shifts that could reshape housing and trade. We break down the latest economic data and what the Federal Reserve is signaling about inflation, interest rates, and where things may be headed next. We also connect it all to the real world, from AI driven dea...

Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks...

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite. See omnystudio.com/listener for privacy information.