The Difference with Dan O'Donnell & Dave Spano

As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are certain the Fed isn’t making a move on interest rates this month. 

Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan? 

What are the chances of a proxy World War Three?  Markets aren't acting like it. 

What's happening in Gaza has the potential to destabilize world markets.

Dave & Dan discuss the drama in the House of Representatives - will Gaetz succeed? How much does the House impact upcoming earnings season? Dan asks Dave about October, and how history views the month in terms of market success.

This week alone could influence many future policy decisions. 

A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.

There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?

Debt crises have been around for over 100 years. The current $32 trillion version that's brewing won't address the issue until there's a problem. Would problems launch conversations about austerity prior to the election? 

With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications.  Dave also shares someone's two-cocktail political pairing. 

Dan and Dave discuss the growing--and looming--US debt. 

Annex Wealth Management's Dave Spano and WISN's Dan O'Donnell discuss the ramifications of an imprisoned President, along with insights on politics and the economy.

Dan and Dave review the downgrade from Fitch and what it means for markets. Do Americans really need $1.8 million to retire? That’s what a Schwab survey found. And has the recession been cancelled or just postponed? 

Jobs, spending, earnings, and optimism remain healthy with no sign of the 'promised' recession. So what would happen if a recession began during an election year? 

Dave and Dan discuss the red-hot Dow, the presidential matchup, the Fed, Russia/Ukraine, the Chinese economy---and land on the SAG-AFTRA strike.  

Dan and Dave chat about inflation before pivoting to the SAG-AFTRA strike and the potential impact on the bottom line for streamers and other media channels. 

If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets? 

FOMO: the fear of missing out. Is that what's happening? And what might derail it? 

Enthusiasm for AI is everywhere. " We could be on the precipice of another major move like we saw in 1999."

Powered by Nvidia. Not the chip, per se, but the company which reported blowout earnings last week. What's the potential? Who will be disrupted? Who might be left behind. Both Dan and Dave are excited about the possibilities.

Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which EV he’d buy. 

With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?  

Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is. 

Another bank fails. Some say everything is fine. Dan doesn't think so. Plus, Dave learns "the secret of talk radio".  

Major moves in media highlight Monday while the debate over the Debt Ceiling rages on.