All Episodes
Displaying episodes 91 - 110 of 110 in total
Monday, October 10th. No surprise, matching weaknesses and threats.
Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat.
Monday, October 3rd. Hello, Q4. It's been an interesting year.
Bond yields, the dollar's strength impact on earnings, valuation in the small cap space, and the Fed's hawkish stance.
Monday, September 26th. The opportunity for active management.
Natural resources and the labor market, the strength of the dollar, emerging markets, and political instability sharpen the focus on the importance of active management.
Monday, September 19th. The Fed has more work to do.
While the consumer still spends, the yield curve inverts. Fixed income becomes more attractive while the Fed fights to reduce demand to combat inflation.
Monday, September 12th. Threats and weakness from Europe.
The market is resilient, yet foreign oil could produce a European energy crisis.
Tuesday, September 6th. When the punchbowl is taken away too soon.
Strong labor market, a hawkish Fed, small cap opportunities and quantitative easing.
Monday, August 29th.
Current low unemployment meets potentially fewer job openings.
Monday, August 22nd.
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.
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 Wea...
Monday, August 8th.
What about those bonds? The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon.
Monday, August 1st.
Are we in a recession? Trevor Nargis and Blaine Disrud discuss the labor market, slowing economic activity, cash on the sidelines, and recessionary conditions material...
Monday, July 25th.
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 t...
Monday, July 18th.
Today's episode focuses on housing: values, lending, homebuilder outlook, and affordability.
Monday, July 11th.
This week, a SWOT analysis of value and growth stocks in light of the first half of the year.
Tuesday, July 5th.
Off for the 4th, Trevor Nargis and Blaine Disrud join us for a 2nd-half-of-the-year SWOT podcast.
Monday, June 27th.
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 th...
Monday, June 20th.
The market as a barometer.
Monday, June 6th.
A hawkish Fed?
Tuesday, May 31st.
Are we seeing a temporary bottom?
Monday, May 23rd.
A quick history of selloffs. Todd Voit and Trevor Nargis of the Annex Wealth Management Investment Committee present our first SWOT podcast.