All Episodes
Displaying 121 - 130 of 130 in total
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.