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

The Difference with Dan O'Donnell & Dave Spano

Annex Wealth Management•annexwealth.com
Business
Investing
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Politics
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

AI Woodstock.

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.

Mar 18, 2024•16 min•Ep. 90

A second wave of inflation?

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

Feb 26, 2024•15 min•Ep. 87

"Most economists will tell you: Fear the rate cut".

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.

Feb 12, 2024•15 min•Ep. 85

The (Jerome) Powell Pushback

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

Feb 05, 2024•16 min•Ep. 84

$1 trillion in debt added in the past 4 months.

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.

Jan 29, 2024•15 min•Ep. 83

"He thinks he's JFK"

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.

Jan 22, 2024•16 min•Ep. 82

80% of Capitalism is up for election?

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.

Jan 08, 2024•16 min•Ep. 81

The Fed's 2023 holiday gift

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.

Dec 18, 2023•16 min•Ep. 80

Thankful. And 'choiceful'. What's the difference?

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?

Nov 20, 2023•16 min•Ep. 78

$33T in debt. We need a hard conversation.

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?

Nov 13, 2023•16 min•Ep. 77

Taylor Swift, Seasonality, and Geopolitics.

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.

Nov 06, 2023•16 min•Ep. 76

Israel-Hamas and the Fed’s next move

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.

Oct 30, 2023•16 min•Ep. 75

Israel-Hamas. Teetering on the knife's edge.

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?

Oct 23, 2023•16 min•Ep. 74

October's Bad Market Reputation & Can Congress Do The Basics?

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.

Oct 02, 2023•16 min•Ep. 71

Both sides think they're going to win the election. That's good.

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?

Sep 11, 2023•16 min•Ep. 68

Austerity in 2024?

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?

Sep 05, 2023•16 min•Ep. 67

The two-cocktail political pairing

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.

Aug 28, 2023•16 min•Ep. 66

The Fitch effect. What did the downgrade do?

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?

Aug 07, 2023•15 min•Ep. 63
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