Fresh off a week-long losing streak on Wall Street, Dave Spano and Dan O'Donnell cover the Fed, interest rates, and what could transpire during one or both of the national political conventions.Annex Wealth Management tarafından oluşturuldu

Fresh off a weekend trip to Vegas, Dan O'Donnell shares a few stories while Dave Spano zeroes in on the latest in presidential election odds. Dan was at a UFC event, Dave is following the Netanyahu-Khomeini action.Annex Wealth Management tarafından oluşturuldu

Is the Fed in a precarious position? Economists are increasingly uncertain about Fed rate cuts this year. Dan and Dave discuss the latest. Dave's got good news: earnings seasons starts soon and it might be healthy.Annex Wealth Management tarafından oluşturuldu

On the same day Dan O'Donnell interviewed former president Trump on his radio show, Brian Jacobsen fills for Dave Spano and provides his take on Jerome Powell and the possibly ambivalent reaction to stubborn rates.Annex Wealth Management tarafından oluşturuldu

When it comes to inflation, Boomers could be the only ones who might not care.Annex Wealth Management tarafından oluşturuldu

Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode.Annex Wealth Management tarafından oluşturuldu

Don't invest your politics. Dave Spano explains why.Annex Wealth Management tarafından oluşturuldu

Is it possible the Fed could leave rates where they are?Annex Wealth Management tarafından oluşturuldu

252 days out from the presidential election, Dave and Dan still don't quite agree on the eventual matchup.Annex Wealth Management tarafından oluşturuldu

It's going to be a long slog from President's Day to the election. Dan and Dave discuss markets during election cycles, the influence of Joe Biden's sister, the Magnificent Seven, and what it will signify when the Fed finally cuts rates.Annex Wealth Management tarafından oluşturuldu

After a quick Superbowl discussion, Dave Spano and Dan O'Donnell pivot to AI, the Magnificent Seven, fear of missing out on the S&P 500's run and what is next for the Fed and rate cuts. Dave points out that most economists will tell you to fear the rate cut. He explains why.Annex Wealth Management tarafından oluşturuldu

If Fed decisions are data dependent, what do you do when the data is noisy and perhaps a little suspect?Annex Wealth Management tarafından oluşturuldu

Dan and Dave discuss the stubbornly good economy, GDP, the election (and the still-in-play $100 bet), bond vigilantes, Elon Musk, and dandy a quote from 'Billions', the TV series.Annex Wealth Management tarafından oluşturuldu

Ron DeSantis dropping out of the presidential election leads the podcast, but Dan O'Donnell and Dave Spano also wonder what the Kamala Harris/Gavin Newsom dynamic might mean for the Democrats. Speaking of the election, are we better off than 4 years ago? Dan's been doing some research and drops some knowledge regarding the impact of inflation.…

Election season. Not just here, but around the world. Dave Spano and Dan O'Donnell cover the Iowa caucus, Boeing's bad weekend, the Fed, and what could be the biggest stories of the year.Annex Wealth Management tarafından oluşturuldu

On our final podcast of 2023, Dave Spano and Dan O'Donnell discuss the recent rally, bump up against a couple of conspiracy theories, and what people are talking about at holiday parties when it comes to next year's presidential election.Annex Wealth Management tarafından oluşturuldu

Not long after a pretty solid sample of rapping from Hamilton (the hip-hop musical), Dave reminds Dan of a $100 bet on the line.Annex Wealth Management tarafından oluşturuldu

Dan and Dave find reasons for cheer this Thanksgiving week; consumers keep spending, GDP looks healthy, and the Fed might be done raising rates. But why are CEO's being 'choiceful', and what exactly does that mean?Annex Wealth Management tarafından oluşturuldu

Another threat of a government shutdown. Does it matter? Dan and Dave discuss. What about the Moody's downgrade, the potential for rate CUTS in 2024, and a slowdown/recession in '24?Annex Wealth Management tarafından oluşturuldu

Taylor Swift's economic impact isn't lost on Jerome Powell---or Dan O'Donnell who flung a string of Swift titles at Dave Spano (who was ready). Dan and Dave cover seasonality, geopolitics, and a presidential election less than a year away.Annex Wealth Management tarafından oluşturuldu

As the conflict churns on, worries about escalation are increasing. For now, no one knows. We do know GDP came in strong, earnings are generally decent, and most are certain the Fed isn’t making a move on interest rates this month.Annex Wealth Management tarafından oluşturuldu

Two US carrier groups are nearby. Hezbollah could come off the sidelines. What's an investor to do? Dan and Dave dissect a delicate situation in Israel and Gaza. The next GDP report is inbound and could be strong but inflation remains an issue. And which of our two hosts is an admitted Dollar Tree Superfan?…

What are the chances of a proxy World War Three? Markets aren't acting like it.Annex Wealth Management tarafından oluşturuldu

What's happening in Gaza has the potential to destabilize world markets.Annex Wealth Management tarafından oluşturuldu

Dave & Dan discuss the drama in the House of Representatives - will Gaetz succeed? How much does the House impact upcoming earnings season? Dan asks Dave about October, and how history views the month in terms of market success.Annex Wealth Management tarafından oluşturuldu

This week alone could influence many future policy decisions.Annex Wealth Management tarafından oluşturuldu

A proposed funding deal for American Family Field spurs a lively discussion. Dave’s perspective comes from his terms on the Stadium board.Annex Wealth Management tarafından oluşturuldu

There are drags on the economy that aren't getting attention; student loan repayments are one with the potential to shave .2% off GDP. Is the Fed likely to be politicized, again? And how are early 2024 earnings forecast going to look compared to this year?Annex Wealth Management tarafından oluşturuldu

Debt crises have been around for over 100 years. The current $32 trillion version that's brewing won't address the issue until there's a problem. Would problems launch conversations about austerity prior to the election?Annex Wealth Management tarafından oluşturuldu

With Jackson Hole and the Republican presidential debate in the rear-view mirror, Dan and Dave reflect on what happened at each event and the potential economic and political ramifications. Dave also shares someone's two-cocktail political pairing.Annex Wealth Management tarafından oluşturuldu

Dan and Dave discuss the growing--and looming--US debt.Annex Wealth Management tarafından oluşturuldu

Annex Wealth Management's Dave Spano and WISN's Dan O'Donnell discuss the ramifications of an imprisoned President, along with insights on politics and the economy.Annex Wealth Management tarafından oluşturuldu

Dan and Dave review the downgrade from Fitch and what it means for markets. Do Americans really need $1.8 million to retire? That’s what a Schwab survey found. And has the recession been cancelled or just postponed?Annex Wealth Management tarafından oluşturuldu

Jobs, spending, earnings, and optimism remain healthy with no sign of the 'promised' recession. So what would happen if a recession began during an election year?Annex Wealth Management tarafından oluşturuldu

Dave and Dan discuss the red-hot Dow, the presidential matchup, the Fed, Russia/Ukraine, the Chinese economy---and land on the SAG-AFTRA strike.Annex Wealth Management tarafından oluşturuldu

Dan and Dave chat about inflation before pivoting to the SAG-AFTRA strike and the potential impact on the bottom line for streamers and other media channels.Annex Wealth Management tarafından oluşturuldu

If Joe Biden doesn't run, what does a Gavin Newsom candidacy mean for an election matchup---and the markets?Annex Wealth Management tarafından oluşturuldu

FOMO: the fear of missing out. Is that what's happening? And what might derail it?Annex Wealth Management tarafından oluşturuldu

Enthusiasm for AI is everywhere. "We could be on the precipice of another major move like we saw in 1999."Annex Wealth Management tarafından oluşturuldu

Powered by Nvidia. Not the chip, per se, but the company which reported blowout earnings last week. What's the potential? Who will be disrupted? Who might be left behind. Both Dan and Dave are excited about the possibilities.Annex Wealth Management tarafından oluşturuldu

Cash has some flash. Dave and Dan discuss alternatives to equities---while cautioning listeners why trying to time the market is a bad idea. Dan presses Dave on which EV he’d buy.Annex Wealth Management tarafından oluşturuldu

With the clock ticking to a mystery deadline, there are many issues. At the top, who will blink first in Washington, DC?Annex Wealth Management tarafından oluşturuldu

Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is.Annex Wealth Management tarafından oluşturuldu

Another bank fails. Some say everything is fine. Dan doesn't think so. Plus, Dave learns "the secret of talk radio".Annex Wealth Management tarafından oluşturuldu

Major moves in media highlight Monday while the debate over the Debt Ceiling rages on.Annex Wealth Management tarafından oluşturuldu

On the eve of a potential settlement of the Fox/Dominion lawsuit, Dan and Dave talk about the Fed, the Economy, and what might happen with the debt limit.Annex Wealth Management tarafından oluşturuldu

As the Trump motorcade heads to the airport, Dan and Dave discuss the ramifications and potential angles involved in this historic event. With the debt ceiling approaching---is it time to bring the word ‘austerity’ to the discussion?Annex Wealth Management tarafından oluşturuldu

The banking system is in a tough patch. Dave Spano said the Fed was going to break SOMETHING. This is it.Annex Wealth Management tarafından oluşturuldu

How did odds of a 50 basis point hike go from 80% on Wednesday to 0% today?Annex Wealth Management tarafından oluşturuldu

ChatGPT stories are everywhere. Dan and Dave discuss the potential along with some pitfalls. Dave floats an interesting conspiracy theory about COVID.Annex Wealth Management tarafından oluşturuldu