The Annex Wealth Management SWOT Podcast

Hosted by Annex Wealth Management

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Episodes

220

Latest episode

Aug 2026

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About the show

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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60 recent

August 17, 2026Episode 2219 min

Monday, August 17th. Inflation Cools, But Prices Still Up.

Featuring Research Analyst, Jacob Johnson.

August 10, 2026Episode 2209 min

Monday, August 10th. Earnings Roundup.

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

August 3, 2026Episode 2194 min

Monday, August 3rd. The Fed Stays Quiet, Earnings Results In.

Featuring Chief Investment Officer, Derek Felske.

July 27, 2026Episode 21810 min

Monday, July 27th. Strong Earnings Fuel Investor Confidence

Featuring Assistant Research Analyst, Jacob Johnson.

July 20, 2026Episode 2179 min

Monday, July 20th. Big Banks, Oil and Earnings.

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

July 13, 2026Episode 2169 min

Monday, July 13th. AI Winners, Energy Risks & Fed Change.

Featuring Research Analyst, Mark Schaefer.

July 6, 2026Episode 21513 min

America Turns 250. What Has the Economy Learned?

Featuring Chief Economic Strategist, Dr. Brian Jacobsen.

June 29, 2026Episode 21413 min

Non-Tech Strength, AI Pricing Weakness, Oil Opportunity, Inflation Threat

In this week’s Annex Wealth Management SWOT Podcast, Annex Wealth Management's Research Analyst Jacob Johnson breaks down the latest market and economic signals. Strengths Non-tech and non-AI sectors displayed solid resilience amid last week’s tech volatility. Despite the Nasdaq dropping ~5%, investors didn’t run to cash — they simply rotated into other areas of the market, signaling underlying stability and continued confidence. Weaknesses AI cost pressures are now reaching consumers. Apple and Microsoft raised prices on devices due to surging memory and storage costs, sparking fears of demand destruction and triggering sell-offs (Apple fell ~6%). Questions are growing about how long semiconductor profit margins can remain at elevated levels. Opportunities The reopening of the Strait of Hormuz delivered major relief, driving oil prices down sharply from over $100 to around $70 per barrel. If sustained, this disinflationary boost could offset tech-driven price hikes, ease energy costs, and give the Fed more room to maneuver. Threats Inflation is running hotter than expected. The Fed’s preferred PCE index jumped to 4.1% in May (highest in ~3 years), with core PCE at 3.4%. This sticky data limits new Chair Kevin Warsh’s options, raising the risk of “higher for longer” interest rates and pressuring consumers if wage growth can’t keep pace. A clear, balanced SWOT update that highlights a market in transition — broader resilience despite concentrated tech weakness, with energy prices now acting as a pivotal swing factor for inflation and policy.

June 22, 2026Episode 21310 min