Anyone who wants a job can get one while economic growth is constrained by the labor market situation. Opportunities exist for companies that benefit from labor production enhancing techniques while a potential threat looms over a policy mistake.

Is the Fed winning the fight against inflation? The all-important consumer's resolve might be dwindling. Diversification opportunities might exist outside the US. Is there a threat because of lag in Fed policy?

Accelerated GDP growth...for now. A crisis of sentiment. Future returns of fixed income. The economy deteriorating in a recession.

Emerging markets, the historically deep inversion in the yield curve--and is everyone copying each other's investment homework?

This week: Strength in short duration and cash generating securities. Weakness in valuation and earning conditions for the S&P 500. Small cap opportunities and a threat from China.

This week: Market resilience, consumer spending, financial planning, and a still-hawkish Fed.

We're seeing a broad based rally tied to inflation that is declining faster than expected. The threat associated with the dollar's decline. Opportunities in international equities and debt--and the threat of market pricing based on an expected end of a tightening cycle.

This week's episode tackles how can China appears as both a strength and a weakness. Blaine Disrud and Jason Cooper discuss. Plus, the default risk of floating rate bonds and how midterm elections might shuffle the deck.

Active management flexes, continued year-long weakness, potential for additional cash, and the Strategic Petroleum Reserve at a 40 year low.

Closer to the END of Fed tightening than the beginning, weakness in the economy on the way to '23, opportunities with attractive valuations emerging, and the the threat of "the China situation".

The peak inflation narrative, economic data likely getting worse, working around a bottom, and the potential for a leg lower in the markets. Blaine Disrud and Trevor Nargis present this week's episode.

Seasonality favors a market rally while economic growth deceleration is a weakness. Small caps present an opportunity while Fed tightening remains a threat.

Bond yields, the dollar's strength impact on earnings, valuation in the small cap space, and the Fed's hawkish stance.

Natural resources and the labor market, the strength of the dollar, emerging markets, and political instability sharpen the focus on the importance of active management.

While the consumer still spends, the yield curve inverts. Fixed income becomes more attractive while the Fed fights to reduce demand to combat inflation.

The market is resilient, yet foreign oil could produce a European energy crisis.

Strong labor market, a hawkish Fed, small cap opportunities and quantitative easing.

Current low unemployment meets potentially fewer job openings.

Blaine Disrud and Trevor Nargis dig in with a special focus on fixed income; current debt structures, inversion of the yield curve, and positive real yields.

For the first time in weeks, inflows are higher, indicating some investors are optimistic about the future. Is this trend based on history, data, or emotion? Annex Wealth Management's Trevor Nargis and Blaine Disrud explain, and discuss headwinds the markets and investors face going into the week.

The labor market, slowing growth, mega cap tech, and the Fed reversing course too soon. 

Are we in a recession? Trevor Nargis and Blaine Disrud discuss the labor market, slowing economic activity, cash on the sidelines, and recessionary conditions materializing.

BIG week of earnings. Price action, the labor market, pessimism, and a U-shaped recovery. Ahead of a huge week of earnings, members of the Investment Committee share their thoughts.

Today's episode focuses on housing: values, lending, homebuilder outlook, and affordability.

This week, a SWOT analysis of value and growth stocks in light of the first half of the year.

Off for the 4th, Trevor Nargis and Blaine Disrud join us for a 2nd-half-of-the-year SWOT podcast.

Is a recession priced in? Cash on the balance sheet, earnings estimates, a recession priced-in and interest rates. Todd Voit, Trevor Nargis, and Blaine Disrud cover this week's Strengths, Opportunities, Weaknesses, and Threats.

The market as a barometer. 

A hawkish Fed?