The Investment Show

Hosted by Client (WISNAM)

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Episodes

339

Latest episode

Oct 2026

Language

EN-US

About the show

Annex Wealth Management's "The Investment Show"

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November 7, 202643 min

Saturday, November 7th. Election Outcomes, Employment Trends & Planning for What's Next

This week, we examine the market implications of the recent election results and the latest employment data, and what they may signal for investors moving forward. We also discuss strategies for building healthier financial habits as the new year approaches, explore the concept of the "retirement smile" and how spending patterns often evolve after leaving the workforce, and highlight ways employees can maximize the value of restricted stock units (RSUs) as part of their long-term financial plan. See omnystudio.com/listener for privacy information.

October 31, 202644 min

Saturday, October 31st. Big Tech Earnings, Tax Planning, and the AI Investing Revolution

This week, Mark Beck and Dr. Brian Jacobsen discuss interest rates, earnings season, and what Big Tech report cards reveal about the market. They also break down tax planning opportunities before key 2027 changes take effect. Plus, a look at selling assets in retirement, how AI is reshaping investing, and the potential consequences of tapping your 401(k) too early. See omnystudio.com/listener for privacy information.

October 24, 202644 min

Saturday, October 24th. Chips Slide as Middle East Tensions Push Oil to Five-Month Highs

Semiconductor stocks led markets lower this week as geopolitical risks intensified, with oil prices surging on escalating tensions involving Iran, threats to the Strait of Hormuz, and reports of potential U.S.-Israel strike planning. At the same time, investors weighed signs of diplomatic movement in Ukraine-Russia peace negotiations alongside growing political uncertainty in Israel, France, and other global hotspots. Economic data painted a mixed picture, as a weakening U.S. housing market contrasted with a resilient labor market, while volatility in the Treasury market and shifting expectations for Federal Reserve policy contributed to a broad risk-off tone that pressured technology and chip shares. Plus, segments on retiring early if you don't like the direction of your company and uncovering Roth confusion. See omnystudio.com/listener for privacy information.

October 18, 202644 min

Saturday, October 17th. Sticky Inflation Meets Slower Growth.

Inflation is heating up again, with gas prices driving a bigger-than-expected jump in consumer and wholesale prices. At the same time, shoppers are getting more cautious, CEOs are growing less optimistic, and economic growth is losing some steam. We break down what the latest data could mean for your wallet, the Fed, and the markets. Open enrollment season is also coming soon, how to look at getting the most out of your benefits and make informed decisions on life insurance plans. See omnystudio.com/listener for privacy information.

October 10, 202643 min

Saturday, October 10th. Record Highs to Rising Concerns: What Changed This Week?

After a strong run that pushed stocks close to record levels, markets hit turbulence as rising oil prices, persistent inflation concerns, and higher bond yields weighed on investor sentiment. Dave Spano and Dr. Brian Jacobsen break down the week's key developments, from the AI sector's pullback and crude oil's climb toward $100 a barrel to the latest signals from the Federal Reserve and what they could mean for interest rates going forward. They also explore how shifting economic conditions may impact investors, review important trends in the Treasury market, and discuss practical financial planning topics, including ways to be confident about retirement, life insurance planning and why more adult children are living at home. See omnystudio.com/listener for privacy information.

October 4, 202644 min

Saturday, October 3rd. Strong Earnings, Weak Confidence

Mark Beck and Dr. Brian Jacobsen take a closer look at a third quarter that featured record highs, but also revealed growing cracks beneath the surface. They unpack the market’s narrowing leadership, the next chapter in the AI story, rising interest rates, and the economic forces shaping investor sentiment heading into year-end. Despite cautious consumers and lingering uncertainty, strong earnings and a resilient job market continue to provide reasons for optimism. Plus, breaking down the advantages of HSA plans and how to spend money when you're happy with your portfolio. See omnystudio.com/listener for privacy information.

September 27, 202644 min

Saturday, September 26th. The Bond Market Is Shaken, Not Stirred

It was a week of big headlines and even bigger market swings. From AI-driven optimism and trillion-dollar tech milestones to soaring bond yields and oil prices topping $100 a barrel, investors had plenty to digest. We break down what it all means, why the Fed may not be finished raising rates, and how inflation remains the story driving markets. See omnystudio.com/listener for privacy information.

September 19, 202644 min

Saturday, September 18th. Fed Goes Higher for Longer, but How Long?

Tom Parks and Dr. Brian Jacobsen unpack the Fed’s latest rate hike, explain why inflation still isn’t passing the sniff test, and discuss what rising long-term interest rates mean for investors. They break down surprisingly strong U.S. economic data, from hot retail sales to business spending, while contrasting it with China’s ongoing economic struggles. The conversation also explores how oil market disruptions, global geopolitics, and policy uncertainty could shape markets in the months ahead. Plus, segments on entering the 'Retirement Red Zone' and how the younger generation is looking at investing. See omnystudio.com/listener for privacy information.

September 12, 202644 min

Saturday, September 12th. Markets Caught Between Tariffs and Oil

A growing U.S.-Canada trade fight and a spike in oil prices are creating fresh challenges for the global economy. We break down the impact on inflation, markets, and the Fed, plus what investors should be watching next. And later, a look at what it takes to feel "wealthy" and helping your children with wedding costs. See omnystudio.com/listener for privacy information.

September 5, 202632 min

Saturday, September 5th. Higher for Longer? Wall Street Reprices the Fed. Jobs Numbers UP.

Markets got a wake-up call this week as investors rapidly repriced Federal Reserve expectations following Chair Warsh's Jackson Hole remarks, sending Treasury yields to their highest levels since early 2025 and reigniting the debate over whether the Fed could actually tighten into an energy-driven inflation shock. Meanwhile, the labor market continues to flash "no-hire, no-fire" signals, with weak hiring and low quit rates contrasting against still-solid jobless claims and a resilient economy. We also discuss financial ways to plan for a wedding, and smart ways to use a solid portfolio. See omnystudio.com/listener for privacy information.