In Partnership with Annex

The pause vs the pivot

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.

Disney Shuffles The Deck + A Quick Visit To The Wreckage Of FTX

Dave Spano and Dan O'Donnell chat about Bob Iger's return to Disney, the prospects of a soft landing, and why the blockchain continues to have promise even in light of the FTX debacle.

Does The Sharply Inverted Yield Curve Mean Recession?

Historically, an inverted yield curve tends to foretell a coming recession. But Goldman Sachs announced a recession may not be imminent. Who's more likely to be right? Annex Wealth Management's Dave Spano and Derek Felske discuss.

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Limited time offer. New subscribers only.