The Annex Wealth Management SWOT Podcast

America Turns 250. What Has the Economy Learned? 06.07.2026 13:11 ↓

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Non-Tech Strength, AI Pricing Weakness, Oil Opportunity, Inflation Threat 29.06.2026 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. Strengths Non-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 st...

Retail Sales Up, Housing Down and Relief at the Pump. 22.06.2026 10:54 ↓

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

Monday, June 15th. Space X Launches. What Do We Know? 15.06.2026 6:41 ↓

Featuring Annex Research Analyst, Nick Hillstrom.

Monday, June 8th. Blockbuster Corporate Earnings. 08.06.2026 7:57 ↓

Featuring Annex Associate Research Analyst, Mark Schaefer.

Monday, June 1st. AI Boom Meets Inflation Shock 01.06.2026 8:59 ↓

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

Monday, May 25th. Holiday Creep Spending and Spring Opportunities. 25.05.2026 9:48 ↓

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

Monday, May 18th. Federal Reserve Reset 18.05.2026 5:39 ↓

Hosted by Joe Krauss and Research Analyst, Nick Hillstrom.

Monday, May 11th. The Housing Market is Back in the Deep Freeze 11.05.2026 8:29 ↓

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

Monday, May 4th. A New Fed Chair, A New Economy? 04.05.2026 12:38 ↓

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

Is AI Finally Paying Up? 27.04.2026 7:43 ↓

Hosted by Joe Krauss and Trader, Mark Schaefer.

Geopolitical Anxiety 20.04.2026 9:07 ↓

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

Oil and AI. What to Watch. 13.04.2026 12:03 ↓

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

What Did the Job's Numbers Tell Us? 06.04.2026 8:24 ↓

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

The Pick-and-Shovel Winners Are Still Winning 30.03.2026 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...

Deteriorating Free Cash Flow Among AI Spenders 23.03.2026 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.

Narrow Job Growth and AI-Driven Productivity. 16.03.2026 7:58 ↓

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

Are Online Purchases Winning? 09.03.2026 11:23 ↓

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

Sticky Inflation 2.0 02.03.2026 8:38 ↓

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

Where Money Is Going and Why It Matters 23.02.2026 7:39 ↓

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

Will Gold Keep Going? 09.02.2026 9:09 ↓

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

Selective Strength in an AI Market 02.02.2026 9:11 ↓

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

Software Sell-Off Can Lead To Compelling Investments 26.01.2026 6:41 ↓

Hosted by Nick Hillstrom, Research Analyst.

Credit Card Caps? 19.01.2026 13:48 ↓

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.