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Money Talk: The Annex Wealth Management Show - Milwaukee

by Annex Wealth Management · 223 episodes

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News, planning insight, and forward thought on the economy, markets, and wealth management.

Latest episodes

  1. Saturday, October 24th. Chips Slide as Geopolitical Risks and Rising Oil Prices Rattle Markets

    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…

    56 min

  2. Saturday, October 17th. What's Fueling Inflation Now?

    Inflation is heating up again, with rising gas prices pushing the latest inflation readings above expectations while signs of a slower economy begin to surface. CEO Dave Spano and…

    34 min

  3. Saturday, October 10th. 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…

    34 min

  4. Saturday, October 3rd. The COO Of The Brewers Joins The Show

    Dave Spano and Dr. Brian Jacobsen break down a third quarter that looked strong on paper but told a very different story underneath. From the narrowing market rally and shifting AI…

    34 min

  5. Saturday, September 26th. The Name's Bond. Treasury Bond.

    Stocks surged on AI enthusiasm, Treasury yields climbed to levels not seen since before the financial crisis, and oil volatility reignited fears that inflation could stick around l…

    34 min

  6. Saturday, September 18th. Fed Goes Higher for Longer, but How Long?

    CEO Dave Spano and Dr. Brian Jacobsen unpack the Fed’s latest rate hike, explain why inflation still isn’t passing the sniff test, and discuss what rising long-term interest rates…

    34 min

  7. Saturday, September 12th. Markets Caught Between Tariffs and Oil.

    Dave Spano and Dr. Brian Jacobsen discuss trade tensions between the U.S. and Canada are heating up, with new tariffs and import bans threatening supply chains and businesses on bo…

    35 min

  8. Saturday, September 5th. Higher Yields, Higher Stakes, Higher Job Numbers.

    Mark Beck and Dr. Brian Jacobsen break down a week that shook up Wall Street as investors dramatically shifted their expectations for the Federal Reserve following Chair Warsh's Ja…

    34 min

  9. Saturday, August 29th. Jackson Hole, Bond Market Volatility, and AI Momentum.

    This week, Dave Spano and Dr. Brian Jacobsen unpack the biggest economic and market stories, including Fed Governor Kevin Warsh's closely watched Jackson Hole remarks and the impli…

    34 min

  10. Saturday, August 22nd. The Bond Market Revolt: Why Bessent Stepped In.

    Treasury Secretary Scott Bessent stepped into a bond market rattled by soaring long-term yields and a federal debt load that has now surpassed $40 trillion, but did his interventio…

    34 min

  11. Saturday, August 15th. Cooler Inflation, Hotter Markets, Colder Consumers

    Cooling inflation. Climbing markets. A consumer that may be starting to pull back. This week's economic data gave investors and policymakers plenty to think about. Dave Spano and D…

    35 min

  12. Saturday, August 8th. Earnings Results and Moving Ahead with The Fed

    This week, Dave Spano and Dr. Brian Jacobsen break down a market landscape full of mixed signals. From a historic U.S.-Japan intervention to support the yen to oil's sharp reaction…

    35 min

  13. Saturday, August 1st. The Fed Says Little, Markets Hear Plenty

    For our Week in Review, Dave Spano and Dr. Brian Jacobsen break down a rate pause from the Fed, AI producing both big winners and notable losers, and consumers continue to send mix…

    34 min

  14. Saturday, July 25th. 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…

    34 min

  15. Saturday, July 18th. What’s Next for Markets and Mortgage Rates?

    This week, Dr. Brian Jacobsen breaks down the biggest takeaways from earnings season and what they could mean for investors in the months ahead. He’s joined by Director of Financia…

    34 min

  16. Saturday, July 11th. AI Winners, Energy Losers, and the Fed Reset.

    This week, Dave Spano and Dr. Brian Jacobsen break down a U.S. economy that's cooling from a sprint to a sustainable jog, examine what the latest labor data, IMF forecasts, and AI-…

    34 min

  17. Saturday, July 4th. June Jobs Numbers and The Economy Turns 250.

    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…

    34 min

  18. Saturday June 27th: Greenspan’s Legacy, AI Chip Volatility & Smart Roth/401(k) Moves

    This episode of Money Talk opens with hosts Dave Spano and Chief Economic Strategist Dr. Brian Jacobson paying tribute to Alan Greenspan, who lived to 100. They discuss his long Fe…

    34 min

  19. Saturday, June 20th. Warsh’s Fed, Trump’s Deal, and the Great Consumer Squeeze.

    For our "Week in Review", Dave Spano and Dr. Brian Jacobsen break down Kevin Warsh’s debut at the Fed, a unanimous decision, new internal task forces, and a leadership style that i…

    35 min

  20. Saturday, June 13th. Inflation, Iran & IPOs: Interpreting the Market’s Mixed Signals

    This week, Dave Spano and Dr. Brian Jacobsen unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. I…

    35 min
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