Annex Wealth Management

The Difference with Dan O'Donnell & Dave Spano

Business EN ↓ 150 episodes

Radio and TV Personality Dan O'Donnell and Annex Wealth Management CEO Dave Spano discuss current events at the intersection of wealth and policy.

Author

Annex Wealth Management

Category

Business

Podcast website

AnnexWealth.com

Latest episode

Aug 18, 2025

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Episodes

Will The Fed's Right Hook Connect? 26.09.2022

Most market analysts expected the Fed's 75 basis point increase announced last week - but few anticipated Fed Chairman Powell to describe continued aggressive hikes into 2023. Annex Wealth Management's Dave Spano explained that after hitting us with a left jab, Powell seems to be announcing a right hook intended to lower inflation - and perhaps knock the economy out in the process. Dan O'Donnell a...

Planning In A Downturn: Not Everyone Has A Cardi B 20.09.2022

As the markets await the Fed's next rate decision, many indicators seem to indicate an economic downturn - and the potential that some areas may worsen in the coming months. It may be time to review what you own, and why - or look for a wealthy relative to assist. Not everyone has the latter choice.

The Fed Hints At "Pain" In The Future: Where Will We Feel It? 12.09.2022

Chairman Powell indicated that we may feel pain in the future as rates rise to fend off inflation. Where will the pain be experienced, and how much? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss what we may see in the coming months.

How Does Our Present Economy Compare To 2008? 06.09.2022

Dan O'Donnell asks Annex Wealth Management's Dave Spano how today's financial situation compares to the Great Recession in 2008. How will rising rates affect the economy?

Will Student Loan Forgiveness Be Legally Challenged? 30.08.2022

Dan O'Donnell and Annex Wealth Management's Dave Spano discuss the impact of interest rate increases on the economy, and their insights on whether Biden's Student Loan Forgiveness will be challenged in court.

Does The Fed Decide When A Recession Happens? 25.08.2022

Analysts say the odds of another recession are now 50/50. Is the Fed timing when it takes place? Dave Spano and Dan O'Donnell discuss what it would take to prevent a recession.

New Bull Or Bear Market Rally? 15.08.2022

Analysts believe the Inflation Reduction Act's passage won't have an impact on inflation, but inflation may have peaked. Does that mean we'll return to inflation numbers of just a few years ago? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss the impact of the new bill, and where inflation may settle into the future.

Anti-Inflation Legislation Takes A New Direction 08.08.2022

The Senate changed the name of its legislation nearly as soon as it passed. What will it do for inflation and the economy?

We May See A Double-Dip Recession 25.07.2022

As we start a week that promises to be filled with impactful reports and metrics, Dave Spano and Dan O'Donnell discuss the probability that we're in a recession now, and what lies ahead as the Fed seems to be intent on continuing to increase rates

How Slow Can You Go When Employment Is Hot? 18.07.2022

Dan observes a change in buyer behaviors while on a trip, and asks Dave if the economic numbers agree with what appears to be a slowing sentiment. Are we in a recession now, and if so, could we be in for a “double-dip,” a la’ Volcker’s 1980’s?

Election Year Observations - Will Trends Continue? 12.07.2022

After exciting trips for both hosts, Dan and Dave discuss where we're headed in this volatile election year.

Is the Fed headed to a policy mistake? 13.06.2022

Higher prices or higher unemployment. Which would we prefer?

Inflation and $5 gas 06.06.2022

More discussion about inflation as gas prices move steadily higher—plus—Dave introduces the potential for an ‘earnings recession’.

Summer is here. Can we take a break from markets and the economy? 01.06.2022

Nope. Not according to a random sample from Dave Spano’s Memorial Day cookout. Discussion about inflation’s impact remains hotter than a Weber grill

The Intersection of Finance & Policy – With Dale Kooyenga 26.05.2022

The Intersection of Finance & Policy – With Dale Kooyenga Dave and Dan welcome Wisconsin State Senator Dale Kooyenga, a public figure with a unique background which includes working as a CPA, an officer in military intelligence, and his work on the Wisconsin State Senate floor.

Thoughts On Bear Territory 17.05.2022

As NASDAQ and the S&P flirt with bear market territory and shortages in key areas heighten consumer concerns, some investors may be looking for the exit to escape uncertainty. Dave and Dan discuss what may be coming through the remainder of the year, and what investors can consider as the Fed tries to slow inflation.

When Shortages Get Personal 09.05.2022

Sometimes market discussions can seem distant and academic. But when shortages include necessities like baby formula, how will consumers – and the markets – respond? Are we seeing fruits of that personal response in recent market behavior?

Insidious Inflation Sees Markets Tumble 04.05.2022

The markets stumbled as earnings news and guidance continued to paint a bleak picture for the near future. Will the Fed be able to cool down the economy without plunging the economy into a recession?

Anticipating Elon Musk-Owned Twitter 27.04.2022

What does an Elon Musk-owned social media company mean for the markets and for our country? Dan O’Donnell and Annex Wealth Management’s Dave Spano talk about the power of free speech.

Wait, How Did The Budget Deficit Go Down? 27.04.2022

Most people are aware that one of the solutions the U.S. government chose to face the Covid Crisis was to spend money. Businesses received support, and most Americans received stimulus checks mid-crisis. Given that increased spending, how did the U.S. Budget deficit go down? Is it a trend that will continue? Dan O’Donnell and Annex Wealth Management’s Dave Spano discuss.

2022 Throws A Curve: What’s A Yield Curve? 05.04.2022

News and financial sites have been reporting that the yield curve may be inverting. What is the yield curve, is it inverting, and what does that mean?

Planning So You Can Enjoy The Ride 05.04.2022

Dan’s family visit to Disney got him thinking about how Disney line passes are a bit like financial planning. Dave talks about pricing power, and how important that will be for the markets and investing.

Inflation And The Price Of Sushi 05.04.2022

Inflation hits home when Dan gets the bill for taking his family out to eat. Everyone is affected by this silent tax. Dave shares his Irish name.

Demand Destruction And The Dangers Of Inflation 05.04.2022

Should Dan ride his bike to work? Rising prices cause us to consider alternatives as we ponder the impact on our savings and investments.

What Russia’s Invasion Means To The Markets 05.04.2022

As Russian forces rolled into Ukraine, Dan O’Donnell and Dave Spano discuss the impact of the conflict, and what it could mean for the global and US economy.

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