The Annex Wealth Management SWOT Podcast - podcast cover

The Annex Wealth Management SWOT Podcast

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

Geopolitical Anxiety

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

Apr 20, 2026•9 min•Ep. 204

The Pick-and-Shovel Winners Are Still Winning

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. Everything now ...

Mar 30, 2026•6 min•Ep. 201

Deteriorating Free Cash Flow Among AI Spenders

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.

Mar 23, 2026•8 min•Ep. 200

Sticky Inflation 2.0

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

Mar 02, 2026•9 min•Ep. 197

Will Gold Keep Going?

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

Feb 09, 2026•9 min•Ep. 194

Credit Card Caps?

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

Jan 19, 2026•14 min•Ep. 191

Market Broadening.

Hosted by Chief Economic Strategist, Dr. Brian Jacobsen.

Dec 29, 2025•20 min•Ep. 188

AI Bubble or Boom?

Hosted by Director of Equity Research, Jason Cooper.

Dec 22, 2025•11 min•Ep. 187

Tariffs and Tech Earnings.

How are tariffs and tech earnings shaping market turmoil right now? Hosted by Jacob Johnson, Assistant Research Analyst.

Nov 24, 2025•6 min•Ep. 183

The Shutdown Impact

Hosted by Jason Cooper, Director of Equity Research.

Nov 17, 2025•11 min•Ep. 182
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