Annex Wealth Management
The Annex Wealth Management SWOT Podcast
Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
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Episodes
The consumer remains strong 21.07.2025 9:50
Hosted by Ken Bellinger, Research Analyst.
A mixed bag 14.07.2025 9:23
Hosted by Brian Jacobsen, Chief Economist.
2025 so far 07.07.2025 11:41
Hosted by Jason Cooper, Director of Equity Research
Valuation threats 30.06.2025 9:45
Hosted by Matt Morzy, Director of Research.
It pays to be diversified 23.06.2025 10:11
Hosted by Jason Cooper, Director of Equity Research
Tech trade roars back 16.06.2025 5:44
Hosted by Derek Felske, Chief Investment Officer.
Cognitive dissonance 09.06.2025 7:32
Hosted by Brian Jacobsen, Chief Economist.
An opportunity to rebalance 02.06.2025 7:34
Hosted by Derek Felske, Chief Investment Officer.
Policy uncertainty continues 26.05.2025 7:45
Hosted by Ken Bellinger, Research Analyst.
Tariffs now, Tax cuts later 19.05.2025 8:41
Hosted by Matt Morzy, Director of Research.
Intentional Inactivity 12.05.2025 11:10
Hosted by Jason Cooper, Director of Equity Research.
Mangled/Tangled 'Magnificent' 7. 05.05.2025 9:10
Host by Brian Jacobsen, Chief Economist.
The Bond edition 21.04.2025 12:23
Hosted by Ken Bellinger, Research Analyst.
Bull market uncertainty 14.04.2025 12:21
Hosted by Jason Cooper, Director of Equity Research.
Bonds step up 07.04.2025 9:41
Hosted by Dr. Brian Jacobsen, Chief Economist
Tied for the 5th fastest 10% correction 31.03.2025 11:35
Hosted by Matt Morzy, Director of Research.
Bundled Strengths/Weaknesses 24.03.2025 8:41
Hosted by Brian Jacobsen, Chief Economist
Recessionary risks are rising 17.03.2025 5:52
Hosted by Derek Felske, Chief Investment Officer.
A job report littered with misses 10.03.2025 10:47
Hosted by Jason Cooper, Director of Equity Research.
Consumers are concerned 03.03.2025 8:20
Hosted by Dr. Brian Jacobsen, Chief Economist Annex Wealth Management.
A lot of DOGE adjacent activity 24.02.2025 14:30
Hosted by Jason Cooper, Director of Equity Research, and Ken Bellinger, Research Analyst.
Sticky inflation before tariffs 17.02.2025 6:36
Joined by Derek Felske, Chief Investment Officer.
Manufacturing manages a comeback? 10.02.2025 16:53
ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.
Tariffs: One part negotiation, one part reality 03.02.2025 12:25
The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.
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