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PODCAST

The Annex Wealth Management SWOT Podcast

Annex Wealth Management

Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

business investing

All Episodes

9:07

Geopolitical Anxiety

The Annex Wealth Management SWOT Podcast ·

2026/04/20

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

en

12:03

Oil and AI. What to Watch.

The Annex Wealth Management SWOT Podcast ·

2026/04/13

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

en

8:24

What Did the Job's Numbers Tell Us?

The Annex Wealth Management SWOT Podcast ·

2026/04/06

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

en

6:14

The Pick-and-Shovel Winners Are Still Winning

The Annex Wealth Management SWOT Podcast ·

2026/03/30

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

en

8:00

Deteriorating Free Cash Flow Among AI Spenders

The Annex Wealth Management SWOT Podcast ·

2026/03/23

Hosted by Joe Krauss and Chief Investment Officer, Derek Felske. We are seeing a collision between the massive potential of AI-driven productivity and the inflationary shocks of a new, more aggressive geopolitical era. Remain selective, know what you own and why.

en

7:58

Narrow Job Growth and AI-Driven Productivity.

The Annex Wealth Management SWOT Podcast ·

2026/03/16

Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.

en

11:23

Are Online Purchases Winning?

The Annex Wealth Management SWOT Podcast ·

2026/03/09

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

en

8:38

Sticky Inflation 2.0

The Annex Wealth Management SWOT Podcast ·

2026/03/02

Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

en

7:39

Where Money Is Going and Why It Matters

The Annex Wealth Management SWOT Podcast ·

2026/02/23

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

en

8:41

AI Shockwaves Reshape Market Winners Again

The Annex Wealth Management SWOT Podcast ·

2026/02/16

en

9:09

Will Gold Keep Going?

The Annex Wealth Management SWOT Podcast ·

2026/02/09

Hosted by Joe Krauss and Dr. Brian Jacobsen, Chief Economic Strategist.

en

9:11

Selective Strength in an AI Market

The Annex Wealth Management SWOT Podcast ·

2026/02/02

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.

en

6:41

Software Sell-Off Can Lead To Compelling Investments

The Annex Wealth Management SWOT Podcast ·

2026/01/26

Hosted by Nick Hillstrom, Research Analyst.

en

13:48

Credit Card Caps?

The Annex Wealth Management SWOT Podcast ·

2026/01/19

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

en

10:42

No Santa Rally, Should We Still Believe?

The Annex Wealth Management SWOT Podcast ·

2026/01/12

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

en

9:45

Where is AI Headed In 2026?

The Annex Wealth Management SWOT Podcast ·

2026/01/05

Hosted by Director of Equity Research, Jason Cooper.

en

19:52

Market Broadening.

The Annex Wealth Management SWOT Podcast ·

2025/12/29

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

en

11:28

AI Bubble or Boom?

The Annex Wealth Management SWOT Podcast ·

2025/12/22

Hosted by Director of Equity Research, Jason Cooper.

en

14:16

Markets Rise, Risks Remain.

The Annex Wealth Management SWOT Podcast ·

2025/12/15

Hosted by Dr. Brian Jacobsen.

en

8:21

AI Hype, Valuation Risks Rising.

The Annex Wealth Management SWOT Podcast ·

2025/12/08

Hosted by Jacob Johnson, Assistant Research Analyst.

en

204 results

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