Best Financial Planning. Stock Market. Swot Podcasts (2025)

ISM Manufacturing peeks its head above 50 finally but the Service Sector Stumbles. Looking for opportunity? Don't get distracted by the constant Wall of Worry but since tariffs (so far) have been a tool, not a policy--watch for threats.By Annex Wealth Management

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Tariffs: One part negotiation, one part reality 12:25

Play Pause

6M ago12:25

12:25

The other 493 stocks in the S&P 500 look strong while the tech sector shows weakness. Opportunity through active management but volatility remains a threat.By Annex Wealth Management

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Week One. So far, so good. 15:27

6M ago15:27

15:27

So far, so good for Trump 47 but tariff prospects are a weakness. Opportunity by embracing optimism but a ticked-off Trump is a threat.By Annex Wealth Management

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First year of a new presidency starts today 13:59

6M ago13:59

13:59

Discretionary stocks vs staples is our strength while market volatility creates weakness. The first year of a presidency brings opportunity but the dollar's strength is a threat.By Annex Wealth Management

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You probably own a lot more tech stocks than you think you do 11:00

6M ago11:00

11:00

Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.By Annex Wealth Management

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Outside of the Mag 7, breadth is weak. 13:29

7M ago13:29

13:29

Back in black gold is our strength while bad breadth is becoming a weakness. There is opportunity in real yields and real growth while a threat emerges with price being what you pay while value is what you get.By Annex Wealth Management

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2025. Follow the earnings 17:17

7M ago17:17

17:17

2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.By Annex Wealth Management

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You're a mean one, Mr. Fed 9:28

7M ago9:28

9:28

The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.By Annex Wealth Management

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Duration compensation is back! 13:42

7M ago13:42

13:42

Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?By Annex Wealth Management

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The economy keeps chugging along 13:59

8M ago13:59

13:59

The economy keeps chugging but manufacturing continues its weakness. Watch for opportunity in beaten-down industries but watch the threat of high valuations.By Annex Wealth Management

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Risk mitigation. Turkeys have it pretty good. Until they don't. 16:28

8M ago16:28

16:28

Moderating inflation drives improved purchasing power while the air has been let out of software. 2025 earnings acceleration is an opportunity but ignoring risk mitigation mimics the turkey's lifecycle.By Annex Wealth Management

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Are we in a melt-UP? 13:11

8M ago13:11

13:11

Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.By Annex Wealth Management

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'Boring' is becoming the new 'interesting' 17:33

8M ago17:33

17:33

Special Guest: Brian Kersmanc - Portfolio Manager - GQG PartnersBy Annex Wealth Management

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Tax Cut Trump or Tariff War Trump? 14:49

9M ago14:49

14:49

Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.By Annex Wealth Management

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Election week 10:13

9M ago10:13

10:13

Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.By Annex Wealth Management

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The Halloween Episode 15:44

9M ago15:44

15:44

Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.By Annex Wealth Management

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Recession warning signals 8:57

9M ago8:57

8:57

Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.By Annex Wealth Management

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AI's 'green shoots' 13:43

9M ago13:43

13:43

Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.By Annex Wealth Management

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The jobs number and incoming earnings 10:01

10M ago10:01

10:01

Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.By Annex Wealth Management

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China's shock and awe 20:52

10M ago20:52

20:52

China gooses its economy while US consumers aren't feeling confident. There was a big cut but little pain, possibly because easing might have been too little, too late.By Annex Wealth Management

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Housing, nukes, and volatility 13:24

10M ago13:24

13:24

Housing appears in both strengths and weaknesses this week. There is opportunity in small caps and natural gas while long yield and election volatility are threats.By Annex Wealth Management

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Fed week 8:17

10M ago8:17

8:17

Gold and tech in the strength column while the consumer weakens. Opportunity exists in the relative strength of individual equities post-sell off. The dual mandates of the Fed remain a threat.By Annex Wealth Management

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Too much emphasis on Fed rate cuts? 14:37

11M ago14:37

14:37

By Annex Wealth Management

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Another hangover like 2019? 16:46

11M ago16:46

16:46

Dr Brian Jacobsen, Chief Economist, and Ken Bellinger, Research Analyst present the Labor Day Weekend edition of the SWOT Podcast.By Annex Wealth Management

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Time to cut? The Fed vs The Market 18:50

11M ago18:50

18:50

There's broad Fed agreement at the Jackson Hole meeting that it's time to cut, but the Fed and the market are on different pages.By Annex Wealth Management

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Volatility produces a lot of opportunity 7:57

11M ago7:57

7:57

Inflation continues to abate while the labor market weakens. Opportunity exists through volatility while the threat remains for a Fed policy error.By Annex Wealth Management

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Sometimes strengths can bleed over to weaknesses 9:32

12M ago9:32

9:32

Strength: inflation abation. Weakness: sales and earnings pressure. Opportunity: financials, dividend growers, and select growth stocks. Threat: a Fed delay.By Annex Wealth Management