The Investment Show

Hosted by Client (WISNAM)

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Episodes

319

Latest episode

Jun 2026

Language

EN-US

About the show

Annex Wealth Management's "The Investment Show"

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60 recent

June 13, 202644 min

6-13-26 Inflation, Iran & IPOs: Interpreting the Market’s Mixed Signals

This week, we unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small business optimism is slipping, even as housing and trade show pockets of strength. We also explore what rising IPO activity, from AI leaders like OpenAI to more traditional brands, may signal about where investors are placing their bets next. Plus, segments on the SpaceX IPO, deciding who should be the taxpayer if you're married and why people are raiding their 401(k) accounts.See omnystudio.com/listener for privacy information.

June 6, 202644 min

6-6-26 Space X: Great Opportunity, Or Out of Reach?

In this Week in Review, Dr. Brian Jacobsen breaks down SpaceX’s eye-popping IPO plans and why the real story isn’t rockets, but a massive, still-unproven AI bet that could reshape markets. We also unpack the growing AI arms race, from trillion-dollar IPO ambitions to Nvidia’s push into everyday devices, and why even blockbuster earnings aren’t always enough to satisfy investors. Plus, we look at evolving tariffs and a two-speed economy, where red-hot manufacturing contrasts with rising uncertainty elsewhere. Also a close look at the 4% rule of retirement and investing with AI technology.See omnystudio.com/listener for privacy information.

May 30, 202643 min

5-30-26 Hot Inflation Cold Incomes and an AI Divide

Inflation is still running hot while real incomes quietly slip, creating a growing disconnect beneath record market levels. This week we break down why investors are focused on strong corporate results even as consumers grow more selective with their spending across retailers like Costco, Dollar Tree, and Best Buy. Plus, we dive into the widening gap between AI winners and worriers and what it signals for the next phase of the market. See omnystudio.com/listener for privacy information.

May 23, 202644 min

5-23-26 What Does a new Fed Chair Mean?

This week we unpack a fast-moving mix of global headlines and what they really mean for your money, from rising tensions overseas to new policy shifts that could reshape housing and trade. We break down the latest economic data and what the Federal Reserve is signaling about inflation, interest rates, and where things may be headed next. We also connect it all to the real world, from AI driven deals and IPO buzz to what businesses are seeing right now, and the essential money habits every parent should be teaching their kids beyond just saving.See omnystudio.com/listener for privacy information.

May 16, 202644 min

5-16-26 The End of an Era

Big global moves this week as the US and China reopen trade channels on beef, oil, and agriculture, even as tensions flare over Taiwan. Meanwhile, political shakeups hit both sides of the Atlantic with Kevin Warsh narrowly taking the helm at the Fed and the UK prime minister stepping down after market jitters. Back home, Trump pushes a gas tax pause and cheaper beef while economists flag the risks of populist policies, and housing data barely ticks higher. Also, we discuss selling asset in retirement and why retirement confidence is so low.See omnystudio.com/listener for privacy information.

May 10, 202644 min

The Annex Wealth Management Show 5-9-26

Financial Planning at every level. Annex Comprehensive Wealth, Annex Private Client, Annex Ignite.See omnystudio.com/listener for privacy information.

May 2, 202644 min

5-2-26 The Earnings Season Results.

This week, Dave Spano and Dr. Brian Jacobsen cut through a high‑stakes mix of geopolitics and monetary policy, from escalating Middle East tensions and OPEC fractures to the head‑scratching call for rate hikes amid elevated oil prices. They examine a sharply divided Fed, louder hawkish signals from global central banks, and what could mark Chair Powell’s final act as leadership changes loom. Underneath it all, economic data stay firm, with resilient GDP growth and jobless claims channeling a “Summer of ’69” labor market.See omnystudio.com/listener for privacy information.

April 25, 202643 min

The Annex Wealth Management Show 4-25-26

This week, we look ahead to what less Fed forward guidance could mean for rate volatility, why strong balance sheets may become a market advantage, and how global energy flows could quietly shift away from geopolitical chokepoints. Plus, the political noise shaking markets. Also, uncovering the new retirement tax subtraction and tax filing extension myths. See omnystudio.com/listener for privacy information.

April 18, 202644 min

The Annex Wealth Management Show 4-18-26

This week, we discuss the sudden halt of Kevin Warsh’s nomination hearing and a huge recovery in the markets. We unpack soft housing data, jittery small businesses, cautious hiring, rising input costs, and a Beige Book full of uncertainty, and if the economy feels less like a recession. Plus, clearing up confusion on Roth conversions and being single in retirement.See omnystudio.com/listener for privacy information.

April 11, 202644 min

The Annex Wealth Management Show 4-11-26

This week, we break down where income taxes hit hardest, why a third of Americans pay zero federal income tax, and how mandatory spending quietly dominates the budget. Plus, a two‑week U.S.–Iran ceasefire, the Strait of Hormuz, and why geopolitics still has markets, and policymakers, on edge. What is "Direct Indexing", and is it a strategy that might work for you to customize your portfolio.See omnystudio.com/listener for privacy information.