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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.
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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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