Annex Wealth Management

The Annex Wealth Management SWOT Podcast

Business EN ↓ 215 episodes

Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

Author

Annex Wealth Management

Category

Business

Latest episode

Jul 6, 2026

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Episodes

Tuesday, September 6th. When the punchbowl is taken away too soon. 06.09.2022

Strong labor market, a hawkish Fed, small cap opportunities and quantitative easing.

Monday, August 29th. 29.08.2022

Current low unemployment meets potentially fewer job openings.

Monday, August 22nd. 22.08.2022

Blaine Disrud and Trevor Nargis dig in with a special focus on fixed income; current debt structures, inversion of the yield curve, and positive real yields.

Monday, August 15th. 15.08.2022

For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the markets and investors face going into the week.

Monday, August 8th. 08.08.2022

The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon. 

Monday, August 1st. 01.08.2022

Are we in a recession? Trevor Nargis and Blaine Disrud discuss the labor market, slowing economic activity, cash on the sidelines, and recessionary conditions materializing.

Monday, July 25th. 25.07.2022

BIG week of earnings. Price action, the labor market, pessimism, and a U-shaped recovery. Ahead of a huge week of earnings, members of the Investment Committee share their thoughts.

Monday, July 18th. 18.07.2022

Today's episode focuses on housing: values, lending, homebuilder outlook, and affordability.

Monday, July 11th. 11.07.2022

This week, a SWOT analysis of value and growth stocks in light of the first half of the year.

Tuesday, July 5th. 05.07.2022

Off for the 4th, Trevor Nargis and Blaine Disrud join us for a 2nd-half-of-the-year SWOT podcast.

Monday, June 27th. 27.06.2022

Is a recession priced in? Cash on the balance sheet, earnings estimates, a recession priced-in and interest rates. Todd Voit, Trevor Nargis, and Blaine Disrud cover this week's Strengths, Opportunities, Weaknesses, and Threats.

Monday, June 20th. 20.06.2022

The market as a barometer. 

Monday, June 6th. 06.06.2022

A hawkish Fed?

Tuesday, May 31st. 31.05.2022

Are we seeing a temporary bottom?

Monday, May 23rd. 23.05.2022

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