The Difference with Dan O'Donnell & Dave Spano - podcast cover

The Difference with Dan O'Donnell & Dave Spano

Annex Wealth Managementannexwealth.com
Radio and TV Personality Dan O'Donnell and Annex Wealth Management CEO Dave Spano discuss current events at the intersection of wealth and policy.
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Episodes

Pre-election 2022: What Would A Red Wave Mean?

Political expert Dan O’Donnell offers his thoughts on the possible outcome for next week’s election - but what could those changes mean for the markets and the predicted looming recession?

Oct 31, 202216 minEp. 30

Will The Fed Make Policy Mistake #3?

As the Fed works to stomp out inflation, could it commit another policy error in raising rates too much, too fast? What factors could change how investors think about the economy and buying opportunities today?

Oct 24, 202215 minEp. 29

Forecasts See A Financial Storm Coming. What Now?

Dan O'Donnell shares that forecasters now indicate there is an 100% likelihood of a recession in 2023. How big of a financial storm will it be, and how long will it last? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss.

Oct 18, 202216 minEp. 28

O'Donnell Predicts A Future Nobel Prizewinner

Using current criteria, Dan predicts who will win the Nobel Prize in the future, as he and Dave discuss our current economic climate - and where it might head. Are there positions that make sense in this current environment?

Oct 12, 202216 minEp. 27

Markets Fall For A Third Straight Quarter. What Do We Do?

For the first time in history, the S&P 500 and the Barclay's Aggregate Bond Index both fell for three consecutive quarters. What should investors (and voters) do now, and will the elections change the current financial situation?

Oct 04, 202216 minEp. 26

Will The Fed's Right Hook Connect?

Most market analysts expected the Fed's 75 basis point increase announced last week - but few anticipated Fed Chairman Powell to describe continued aggressive hikes into 2023. Annex Wealth Management's Dave Spano explained that after hitting us with a left jab, Powell seems to be announcing a right hook intended to lower inflation - and perhaps knock the economy out in the process. Dan O'Donnell and Dave Spano discuss what may come next.

Sep 26, 202216 minEp. 25

Planning In A Downturn: Not Everyone Has A Cardi B

As the markets await the Fed's next rate decision, many indicators seem to indicate an economic downturn - and the potential that some areas may worsen in the coming months. It may be time to review what you own, and why - or look for a wealthy relative to assist. Not everyone has the latter choice.

Sep 20, 202215 minEp. 24

The Fed Hints At "Pain" In The Future: Where Will We Feel It?

Chairman Powell indicated that we may feel pain in the future as rates rise to fend off inflation. Where will the pain be experienced, and how much? Annex Wealth Management's Dave Spano and Dan O'Donnell discuss what we may see in the coming months.

Sep 12, 202216 minEp. 23

How Does Our Present Economy Compare To 2008?

Dan O'Donnell asks Annex Wealth Management's Dave Spano how today's financial situation compares to the Great Recession in 2008. How will rising rates affect the economy?

Sep 06, 202216 minEp. 22

Will Student Loan Forgiveness Be Legally Challenged?

Dan O'Donnell and Annex Wealth Management's Dave Spano discuss the impact of interest rate increases on the economy, and their insights on whether Biden's Student Loan Forgiveness will be challenged in court.

Aug 30, 202216 minEp. 21

Does The Fed Decide When A Recession Happens?

Analysts say the odds of another recession are now 50/50. Is the Fed timing when it takes place? Dave Spano and Dan O'Donnell discuss what it would take to prevent a recession.

Aug 25, 202216 minEp. 20

New Bull Or Bear Market Rally?

Analysts believe the Inflation Reduction Act's passage won't have an impact on inflation, but inflation may have peaked. Does that mean we'll return to inflation numbers of just a few years ago? Dan O'Donnell and Annex Wealth Management's Dave Spano discuss the impact of the new bill, and where inflation may settle into the future.

Aug 15, 202215 minEp. 19

We May See A Double-Dip Recession

As we start a week that promises to be filled with impactful reports and metrics, Dave Spano and Dan O'Donnell discuss the probability that we're in a recession now, and what lies ahead as the Fed seems to be intent on continuing to increase rates

Jul 25, 202216 minEp. 17

How Slow Can You Go When Employment Is Hot?

Dan observes a change in buyer behaviors while on a trip, and asks Dave if the economic numbers agree with what appears to be a slowing sentiment. Are we in a recession now, and if so, could we be in for a “double-dip,” a la’ Volcker’s 1980’s?

Jul 18, 202215 minEp. 16

Inflation and $5 gas

More discussion about inflation as gas prices move steadily higher—plus—Dave introduces the potential for an ‘earnings recession’.

Jun 06, 202215 minEp. 13

The Intersection of Finance & Policy – With Dale Kooyenga

The Intersection of Finance & Policy – With Dale Kooyenga Dave and Dan welcome Wisconsin State Senator Dale Kooyenga, a public figure with a unique background which includes working as a CPA, an officer in military intelligence, and his work on the Wisconsin State Senate floor.

May 26, 202222 minEp. 11

Thoughts On Bear Territory

As NASDAQ and the S&P flirt with bear market territory and shortages in key areas heighten consumer concerns, some investors may be looking for the exit to escape uncertainty. Dave and Dan discuss what may be coming through the remainder of the year, and what investors can consider as the Fed tries to slow inflation.

May 17, 202214 minEp. 10

When Shortages Get Personal

Sometimes market discussions can seem distant and academic. But when shortages include necessities like baby formula, how will consumers – and the markets – respond? Are we seeing fruits of that personal response in recent market behavior?

May 09, 202216 minEp. 9

Insidious Inflation Sees Markets Tumble

The markets stumbled as earnings news and guidance continued to paint a bleak picture for the near future. Will the Fed be able to cool down the economy without plunging the economy into a recession?

May 04, 202216 minEp. 8

Anticipating Elon Musk-Owned Twitter

What does an Elon Musk-owned social media company mean for the markets and for our country? Dan O’Donnell and Annex Wealth Management’s Dave Spano talk about the power of free speech.

Apr 27, 202217 minEp. 7

Wait, How Did The Budget Deficit Go Down?

Most people are aware that one of the solutions the U.S. government chose to face the Covid Crisis was to spend money. Businesses received support, and most Americans received stimulus checks mid-crisis. Given that increased spending, how did the U.S. Budget deficit go down? Is it a trend that will continue? Dan O’Donnell and Annex Wealth Management’s Dave Spano discuss.

Apr 27, 202216 minEp. 6

2022 Throws A Curve: What’s A Yield Curve?

News and financial sites have been reporting that the yield curve may be inverting. What is the yield curve, is it inverting, and what does that mean?

Apr 05, 202216 minEp. 5

Planning So You Can Enjoy The Ride

Dan’s family visit to Disney got him thinking about how Disney line passes are a bit like financial planning. Dave talks about pricing power, and how important that will be for the markets and investing.

Apr 05, 202216 minEp. 4

Inflation And The Price Of Sushi

Inflation hits home when Dan gets the bill for taking his family out to eat. Everyone is affected by this silent tax. Dave shares his Irish name.

Apr 05, 202217 minEp. 3

What Russia’s Invasion Means To The Markets

As Russian forces rolled into Ukraine, Dan O’Donnell and Dave Spano discuss the impact of the conflict, and what it could mean for the global and US economy.

Apr 05, 202217 minEp. 1
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