The Annex Wealth Management SWOT Podcast Podcast Por Annex Wealth Management arte de portada

The Annex Wealth Management SWOT Podcast

The Annex Wealth Management SWOT Podcast

De: Annex Wealth Management
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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.© 2026 Annex Wealth Management Economía Finanzas Personales
Episodios
  • Oil and AI. What to Watch.

    Oil and AI. What to Watch.
    Apr 13 2026

    Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.
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    12 m
  • What Did the Job's Numbers Tell Us?

    What Did the Job's Numbers Tell Us?
    Apr 6 2026

    Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.
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    8 m
  • The Pick-and-Shovel Winners Are Still Winning

    The Pick-and-Shovel Winners Are Still Winning
    Mar 30 2026

    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 from a flattening yield curve, stressed private credit, and rising geopolitical risk. Everything now hinges on the Strait of Hormuz, because a real de‑escalation could unlock a powerful relief rally, while prolonged conflict could keep oil, yields, and volatility locked in a dangerous feedback loop.
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    6 m
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