The Investment Show

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Episodes

330

Latest episode

Aug 2026

Language

EN-US

About the show

Annex Wealth Management's "The Investment Show"

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60 recent

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.

August 30, 202644 min

Saturday, August 29th. Nvidia, Inflation and the Bond Market Battle.

This week, we're talking about an economy that's sending mixed signals. Inflation isn't accelerating, but it's proving stubborn, while economic growth is slowing enough to get attention without flashing recession warnings. We'll also dive into why the bond market remains in focus, what Nvidia's latest blockbuster earnings say about investor expectations, and how a new U.S. Canada trade dispute could ripple through the economy. Plus, we discuss if the "4% rule" in retirement is still a smart strategy and knowing the limits and advantages of gifting money. See omnystudio.com/listener for privacy information.

August 22, 202644 min

Saturday, August 22nd. Treasury Twists, Rising Debt, and the Fed’s Next Move

This week, Mark Beck and Dr. Brian Jacobsen break down the Treasury Department's decision to double the size of its bond buyback program, the implications of a national debt that has surpassed $40 trillion, and a record $85 billion Treasury interest payment. They also discuss the latest Federal Reserve minutes, which revealed a more hawkish tone and growing concern that inflation pressures may be tied to underlying demand and services rather than tariffs or energy costs alone. Plus, they examine the easing of U.S.-Canada trade tensions, including lower tariffs on autos, steel, and aluminum, and what the agreement could mean for businesses, consumers, and the broader economy. Also, segments on the downfalls of raiding your 401(k) and updates for working parents on the new Trump accounts. See omnystudio.com/listener for privacy information.

August 15, 202644 min

Saturday, August 15th. Cooling Inflation, Cautious Consumers

This week, inflation slowed, retail sales stumbled, small-business optimism improved, and markets rallied. We'll sort through the mixed signals, explore what they may mean for the Federal Reserve, and discuss why the upcoming employment report could become a critical test for the economic outlook. This discussion is for informational purposes only and is not intended as investment advice. See omnystudio.com/listener for privacy information.

August 11, 202643 min

Saturday, August 8th. Global Market Turbulence and the Retirement Moves That Matter

Oil prices surged, currencies swung, and a historic U.S.-Japan intervention put the yen back in the spotlight as we break down the biggest market-moving stories of the week. We examine what turmoil in the Strait of Hormuz could mean for investors and why the Fed's next move remains front and center. Plus, don't miss our guide to avoiding costly retirement rollover mistakes and a discussion on how to choose the retirement age that's right for you. See omnystudio.com/listener for privacy information.

August 1, 202644 min

Saturday, August 1st. Rate Pause, Tech Rally, Economic Puzzle

A quiet Fed meeting sparked a big market reaction, AI created both champions and casualties, and the American consumer remains one of the biggest mysteries in the economy. This week, Microsoft and Amazon rode a wave of AI-fueled optimism, while Meta and Apple faced tough questions from investors. We'll break down what it all means for your money on this Week in Review. Plus, segments on the advantages of RSUs, AI investing and if you should leave or roll over your 401(k). See omnystudio.com/listener for privacy information.

July 27, 202643 min

The Annex Wealth Management Show 7-25-26

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

July 18, 202643 min

Saturday, July 18th. AI, Earnings & Smarter Retirement Planning

This week, we discuss the latest market-moving developments, including oil supply trends, geopolitical events, and key themes emerging from earnings season. We also explore what investors should watch for as companies expand their use of AI. Plus, we break down the new Trump Accounts for children, explain the “retirement smile” and its impact on spending throughout retirement, and share tips for making smarter 401(k) contribution decisions. See omnystudio.com/listener for privacy information.

July 11, 202643 min

Saturday, July 11th. Sharks in the Water: Markets Navigate a New Global Reality

This week, we examine an economy that's shifting from breakneck speed to a more sustainable pace, breaking down the latest labor data, IMF outlook, and the growing impact of AI on global growth. We also explore the widening divide between the world's economic winners and losers, discuss geopolitical developments reshaping markets, and explain why changes inside the Federal Reserve could alter how investors interpret future rate decisions. Plus, a closer look at the new Trump Accounts. See omnystudio.com/listener for privacy information.

July 4, 202644 min

7-4-26 Roths, Weddings & America at 250

As America celebrates its 250th anniversary, we take a look back at the events, innovations, and economic milestones that helped shape the world's largest economy. We also tackle a common challenge for investors: managing multiple retirement and investment accounts without losing sight of your overall strategy. Plus, we clear up some of the confusion surrounding Roth conversions and discuss key financial planning considerations for families helping pay for a wedding. See omnystudio.com/listener for privacy information.