Money Talk: The Annex Wealth Management Show - SWFL
by Annex Wealth Management · 360 episodes
BusinessInvesting
The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
Latest episodes
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56 min
Sunday, October 25th. Chips Slide as Middle East Tensions Push Oil Higher
This week, semiconductor stocks helped lead the market lower as investors navigated a fresh wave of geopolitical and economic uncertainty. Oil prices surged amid escalating tension…
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56 min
Sunday, October 18th. Inflation Is Coming In Hot.
This episode of Money Talk focused on how today's economy and financial decisions affect investors, retirees, and families.Key points:Inflation remains elevated, driven not only by…
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56 min
Sunday October 11th. Near Record Highs, Then Reality Hits
As markets flirted with record highs before stumbling on renewed inflation and oil price concerns, Dave Spano and Dr. Brian Jacobsen break down the week's biggest economic and mark…
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56 min
Sunday, October 4th. The Great Disconnect: Strong Markets, Cautious Consumers
Dave Spano and Dr. Brian Jacobsen look beyond the headlines of a seemingly positive third quarter, revealing a market where only a handful of stocks carried the major indexes to re…
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56 min
Sunday, September 27th. The "Tariff Truce" Extended
This week, records fell and markets whipsawed as investors balanced AI-fueled optimism against rising inflation fears, surging Treasury yields, and renewed volatility in oil prices…
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56 min
Sunday, September 20th. The Fed Tightens Again as the Economy Runs Hot
CEO Dave Spano and Dr. Brian Jacobsen break down the Fed’s latest rate hike, why inflation continues to run hotter than policymakers would like, and what "higher for longer" could…
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56 min
Sunday, September 13th. Tariffs Up, Oil Up. Now What?
Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are escalating, with new tariffs and trade restrictions beginning to ripple through supply chai…
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57 min
Sunday, September 6th. Hot Jobs, Higher Yields, Bigger Questions.
Mark Beck and Dr. Brian Jacobsen unpack a week that turned Wall Street on its head. Markets rapidly repriced Federal Reserve expectations after Chair Warsh's Jackson Hole remarks,…
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56 min
Sunday, August 30th. Jackson Hole, Bond Market Swings & the AI Rally.
This week, Dave Spano and Dr. Brian Jacobsen break down the economic and market developments shaping investors' outlooks. From Fed Governor Kevin Warsh's highly anticipated Jackson…
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55 min
Sunday, August 23rd. $40 Trillion Problems: The Treasury Steps In.
Treasury Secretary Scott Bessent made a rare move to calm a bond market rattled by surging long-term interest rates and a national debt that has climbed past $40 trillion. But did…
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56 min
Sunday, August 15th. The Inflation Illusion: Why Prices Still Hurt
Cooling inflation, softer consumer spending, stronger small-business optimism, and rising markets: this week's economic data offered something for both optimists and skeptics. Dave…
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55 min
Sunday, August 9th. After the Earnings Rush: What's Driving Markets Now?
Join Dave Spano and Dr. Brian Jacobsen as they sort through another week of earnings season winners and losers and a historic intervention in the yen with renewed volatility in oil…
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55 min
Sunday, August 2nd. Who Topped the Earnings Estimates?
On this week's Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a market-moving week that proved investors are still hanging on every word from the Federal Reserve. While t…
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56 min
Sunday, July 26th. Tariff Talk is Back.
This week, CEO Dave Spano and Dr. Brian Jacobsen discuss the market impact of renewed Middle East tensions, including rising oil prices and concerns over key shipping routes such a…
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56 min
Sunday, July 19th. What’s Next for Markets and Mortgage Rates?
This week, Dr. Brian Jacobsen breaks down the key themes emerging from earnings season and what they could mean for investors. He’s joined by Director of Financial Planning Eric St…
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55 min
Sunday, July 12th. AI Boom, Energy Risk & a New Fed Era.
This week, Dave Spano and Dr. Brian Jacobsen connect the dots between a cooling, but still resilient, U.S. economy, the latest labor market data, and the global forces shaping the…
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55 min
Sunday, July 5th. The Economy Turns 250 and the June Job Numbers
For our Week in Review, Dave Spano and Dr. Brian Jacobsen discuss earnings, the jobs numbers from June and what you should keep an eye on now that we're in the second half of the y…
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52 min
Sunday, June 28 Alan Greenspan Tribute, AI-Driven Tech Volatility, Equity Compensation, and Key Retirement Str…
This episode of Money Talk opens with a tribute to Alan Greenspan, who passed away at age 100. Hosts Dave Spano and Chief Economic Strategist Dr. Brian Jacobson reflect on his long…
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55 min
Sunday, June 21st. Warsh’s Debut, Trump’s Deal, and IPO Fever.
For our Week in Review, Dave Spano and Dr. Brian Jacobsen unpack Kevin Warsh’s debut at the Fed, highlighting a unanimous rate decision, a wave of new internal task forces, and a l…
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57 min
Sunday, June 14th. Inflation, Iran & IPO Momentum: Making Sense of Mixed Signals.
This week, Dave Spano and Dr. Brian Jacobsen break down rising geopolitical tension, spotlighted by developments in Iran, alongside a fresh batch of economic data shaping today’s m…