Τα καλύτερα Swot podcast (2024)

1
AI and earnings. 21:22

4d ago21:22

21:22

AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat.Από τον Annex Wealth Management

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39 [✐3]before/after coming 10:18

5d ago10:18

10:18

[✐3.Moderato] Vじしょ+まえに、Vた+あとで “before coming, after coming” Hello, everyone. [00:10] We begin with “Jisho(dictionary)-form + mae ni” today. “I brush my teeth before going to bed. “ [00:22] Listen to the masu-form, and then say in “〜mae ni”. [00:28] For example, tabemasu (eat) → taberu maeni (before I eat) [00:34] Ready? 1. see/watch/look 2. check/f…

1
38[✐2] Can I have a coffee to go? 8:51

12d ago8:51

8:51

[✐2.Andante] Ask for permission "Can I have a coffee to go?” [00:08] Hello, everyone. You listen to the masu form, and then answer “te Form + mo iidesuka” [00:17] For example, tabemasu → tabete moiidesuka??(can I eat?) Ready? [00:23] 1. see/watch/look → is it alright to watch? 2. Sleep → Is it alright to sleep? 3. do → Is it alright to do? 4. come …

1
EPISODE 100! "It feels worse than it's been" (the week, not the podcasts) 25:45

12d ago25:45

25:45

Global growth is better than expected but higher mortgage rates are dampening housing. There's opportunity as April showers bring May flowers but the threat grows that the Fed may not even cut rates.Από τον Annex Wealth Management

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37[✐1] At or To? コンビニで？コンビニに？ 9:11

19d ago9:11

9:11

[✐1. Adagio] Particles [にni] and [でde] (+ [をo]) with basic verbs. “at a convenience store, to a convenience store? “ Hello, everyone. Today, we practice particles” ni”, “de” with basic Verbs. [00:16] Before we start, let me explain quickly about directional particles. Directional particle [にni] can be replaced by another directional particle [へ(e)]…

1
King Dollar. Still the safe haven. 23:23

19d ago23:23

23:23

The dollar is still king while that hot CPI print is a weakness. Opportunity exists in corporate bonds for income, but the unknown unknowns are a threat.Από τον Annex Wealth Management

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36[✐4] I was asked to go on errands. 7:52

26d ago7:52

7:52

Passive Form: 「おつかいをたのまれました」 [00:07] Hello, everyone. How are you doing? Actually I had a terrible day yesterday. My wallet was stolen! There were many other things (that have happened to me). Change the sentences to the passive form. [00:24] 1. Someone stepped on my foot. → I was stepped on. 2. Dog chased. → I was chased by a dog. 3. Someone broke…

1
Gold shines 21:17

26d ago21:17

21:17

Gold is at a 5000 year high while retail is on sale. Active management offers an opportunity across the board but inflationary tailwinds intensify.Από τον Annex Wealth Management

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35[✐2]Have you ever played Pachinko? 8:13

1M ago8:13

8:13

[✐2.Andante] Telling your experience! [ta-form]+ことがあります “I’ve ever played Pachinko.” [00:07 ] Hello, everyone. We begin with making “ta-form”, which conjucate in the same way as “te-form”, as you know. Let’s start. Repeat after me [00:16] [V-2 / ru-verb] 1. see/look/watch [masu-form] > [ta-form] 2. eat [masu-form] > [ta-form] [00:28] [V−1 / u-verb]…

1
The return of supply chain issues? 17:52

1M ago17:52

17:52

Firmness in treasury yields but non AI sales projects face an elongated sales cycle. There are opportunities as the overall market broadens but deficits are keeping rates elevated.Από τον Annex Wealth Management

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34[✐3]Can be done online. 10:19

1M ago10:19

10:19

[✐3. Moderato] [Potential Verb Form]: can be done. 〜 is possible "Can be done online.” [00:06] Hello, everyone. We learn potential verb (form) today. Let’s start. Repeat after me [00:14] [V-2 group/ru-verb] 1. eat > can be eaten 2. remember > can remember 3. sleep > can sleep [V-1 group/u-verb] 4. learn > can learn 5. work > can work 6. lend > can …

1
Mojo and Stagflation 23:14

1M ago23:14

23:14

Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.Από τον Annex Wealth Management

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33[✐1]”Be”います、あります 9:36

2M ago9:36

9:36

[✐1.Adagio] Existence of things and people be (ありますarimasu) for inanimate objects, be (いますimasu) for animate objects Subject maker[が] ＆ theme particle[は] ★★★★★ “Clooney san is there!” [00:06] Hello, everyone. Let’s start. Repeat after me [00:11] 1. There is a pair of glasses here. 2. There is a park over there. 3. There is a café in front of the st…

1
We've identified that huge sucking sound 22:09

2M ago22:09

22:09

Manufacturing might be finding a footing in the US while inflation remains a weakness. Cross-country divergences create opportunities while threat is the giant sucking sound of liquidity.Από τον Annex Wealth Management

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32[✐4]too much:のみすぎですよ 9:43

2M ago9:43

9:43

★ too much, to be in excess [Vます+すぎ] [00:06] Hello, everyone. 〜sugiru means too much, but it is now sometimes used in the meaning of “very” since several years ago. Examples are; “extremely beautiful announcer”, or”this Ramen is very delicious”. Anyway, let’s start. [00:25] My friend, Sato san, always does things over the top. So I will tell him as…

1
"...this is a time most reminiscent of 1998." 20:06

2M ago20:06

20:06

The economy is strong and the market is pushing while the US dollar's potential is weakening. There's opportunity to slowly and proactively move money into longer dated bonds while a threat of euphoria is beginning.Από τον Annex Wealth Management

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31[✐2] I think....〜とおもいます 10:44

2M ago10:44

10:44

Say your opinion, what you think 〜とおもいます [Plain form/i-adj. /na-adj(だ) +とおもいます] “What do you think?” Hello, everyone. Let’s start. Repeat after me [00:11] 1. I think it‘s good. 2. I think it’s bad/ I don’t think so. 3. I think so. 4. I think it’s not right / it’s different. 5. I think there is / they have. 6. I think there isn’t / they don’t have. …

1
Rates and inflation remain sticky 16:52

2M ago16:52

16:52

Markets don't do much in election years until the outcome is clear.Από τον Annex Wealth Management

1
Virtuous cycle to vicious cycle? 25:33

2M ago25:33

25:33

This week's strengths are the news highs while Fed pushback continues and so does the rise in yields. There is opportunity in the virtuous cycle but commercial real estate is a threat.Από τον Annex Wealth Management

1
Kudos to the Fed's messaging 22:35

2M ago22:35

22:35

Kudos to the Fed's messaging but hot inflation and cold spending is a threat. One man's garbage is another man's treasure (and opportunity) but watch out for the threat of value traps.Από τον Annex Wealth Management

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My oh my. That AI! 21:39

3M ago21:39

21:39

Trees are growing to the sky while interest rate exposed securities continue to lag. There are opportunities as bad breadth improves but uncertainty remains a threat.Από τον Annex Wealth Management

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Eyes on the Fed 23:36

3M ago23:36

23:36

We're in a good place but there are still signs of stress with some regional banks. Simple opportunities exist by maintaining a balanced portfolio. The Middle East is becoming a threat.Από τον Annex Wealth Management

1
Sticking the soft landing? 20:07

3M ago20:07

20:07

Almost perfect economic data meets hypersensitive areas in the market. Even with a pullback, there are relative value opportunities while a breaking bad forecast includes the market pricing in aggressive rate cuts.Από τον Annex Wealth Management

1
Opportunity and Threats as equals? 21:46

3M ago21:46

21:46

The economic damage has been contained but weakness appears while wrestling with the Fed's communication. Opportunity exists with the Fed NOT tanking the economy--but a threat remains if the Fed DOES wind up tanking the economy.Από τον Annex Wealth Management

1
The 'AI Chaser' 15:34

4M ago15:34

15:34

The mega map momentum runs into a small cap and earnings retreat. Broadening use of AI is an opportunity while persistent inflation and rise energy costs pose a threat.Από τον Annex Wealth Management

1
Did the market get ahead of itself? 26:51

4M ago26:51

26:51

The good jobs report might be solidifying the soft landing scenario but a cyclical strength isn't great. Do pullbacks equal opportunity? A threat could emerge when the market doesn't get what it wants.Από τον Annex Wealth Management

1
2023 in review, 2024 straight ahead. 25:01

4M ago25:01

25:01

Momentum continued but China and the Credit Crunch were a drag. Opportunity exists for active managers while the Fed being slow to react to deteriorating conditions is a threat.Από τον Annex Wealth Management

1
The Christmas Episode 18:24

4M ago18:24

18:24

Santa Claus came for small caps but the dollar has been dashing downward. Stock pickers need to do some homework but will it be a blue Christmas for bonds?Από τον Annex Wealth Management

1
The transition from pause to cut can be bumpy 17:02

5M ago17:02

17:02

Interest rate sensitive assets are a strength while the Magnificent 7 might be going from magnificent to middling. There is opportunity in the catch-up trade but transitions can be hard.Από τον Annex Wealth Management

1
Early resolution for 2024? Balance. 20:53

5M ago20:53

20:53

The buy-the-dip-reflex seems to be strong while the slow slide into stagnation is a weakness. There's an opportunity to get back into balance but data dependence equals skittish investors.Από τον Annex Wealth Management

1
Chipotle buy-now-pay-later? 22:42

5M ago22:42

22:42

Besides learning why one of the members of the Investment Team uses buy-now-pay-later for Chipotle, there are plenty of other things to talk about. Yields are down but asset prices are up but is there weakness in the Magnificent Seven? Opportunity might exist in underperforming sectors that are poised to turn but the threat remains whether or not t…

1
Two PHDs walk into a podcast.... 30:33

5M ago30:33

30:33

Double PHD's on this episode. Good news IS good news but weak holiday guidance is an issue. Genuine growth is scarce, demands a premium, and is an opportunity while a longer rate pause with faster cuts is a threat.Από τον Annex Wealth Management

1
Are we seeing end of the year FOMO? 24:43

6M ago24:43

24:43

Santa's sleigh is being pulled by some Bulls --but risk reward is looking risky. Dumpster diving is back on the menu but the Fed is hurting the government more than Warren Buffet.Από τον Annex Wealth Management

1
It's a cliche, but when do we NOT have volatility? 18:26

6M ago18:26

18:26

Potential earnings improvement is a strength while mid and small cap stocks underperform. For opportunities; the '40' part of a 60/40 portfolio could have good risk-adjusted returns but rising unemployment is a threat.Από τον Annex Wealth Management

1
The Powell Pause and the power of lower expectations. 18:59

6M ago18:59

18:59

What the pause means for fixed income and equity markets is a strength while equity valuations remain a weakness. Expectations are low, that's an opportunity. That along with short positioning has led to a decent rally so far. The Fed remains the threat.Από τον Annex Wealth Management

1
Who's got bad breadth? 22:11

6M ago22:11

22:11

Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.Από τον Annex Wealth Management

1
Time for a Powell pause? 19:39

6M ago19:39

19:39

The consumer is like the Energizer Bunny...but bonds shouldn't be this nerve wracking. On the other side, if you can hold them, bonds might be an opportunity. Watch for a rally before reality, because reality eventually bites.Από τον Annex Wealth Management

1
A busy week for economic data. Plus, a threat to the munchies. 19:10

7M ago19:10

19:10

Classic defensives did their work while the consumer might be starting to crack. Opportunity might exist by looking at what hasn't worked while the Fed could be late to the game....again.Από τον Annex Wealth Management

1
Does Jawboning Still Work? 20:08

7M ago20:08

20:08

This week will yield plenty of data for experts to inspect. As inflation starts to diminish, Powell may have painted himself into a corner given some of his statements. And given today’s mass/micromedia – is jawboning still an effective tool when it comes to the economy?Από τον Annex Wealth Management

1
A bit of a lost year for bonds 16:10

7M ago16:10

16:10

Energy and employment are strengths while yield sensitive assets remain weak. There are opportunities via reasonable valuations and increased bond yields but risk premiums and tight bond spreads pose threats.Από τον Annex Wealth Management

1
Quality. An often-used term, but what does it mean? 19:44

7M ago19:44

19:44

This quarter, defense has been the best defense. Weakness exists with yields up but everything else down. Opportunities exist to lock in rates and hedge against inflation. Threats include prices the new marginal buyer of Treasurys is going to pay.Από τον Annex Wealth Management

1
Too much worry over this week's Fed meeting? 19:07

8M ago19:07

19:07

Defensive rotation is a strength while elevated mortgage rates pose a threat. There are opportunities in China and emerging markets but a floor under inflation remains a threat.Από τον Annex Wealth Management

1
China shows up twice 21:39

8M ago21:39

21:39

Strength in high yield while Chinese governance is a weakness. Opportunities exist when real dates go down but fiscal policy and Chinese bans post threats.Από τον Annex Wealth Management

1
Potential pain for consumers? 20:24

8M ago20:24

20:24

Government spending on infrastructure set to ramp up but potential pain ahead for consumers. While markets look to be turning up and it's time to get selective, rising energy prices are inbound.Από τον Annex Wealth Management

1
The fear factor 20:23

8M ago20:23

20:23

New home sales and consumer confidence are strong, but the cost of funding is a weakness. Look for opportunity at the intersection of value and quality but be mindful of the threat of the risk of a double-dip earnings recession.Από τον Annex Wealth Management

1
The China contagion? 20:46

9M ago20:46

20:46

Solid portfolio construction manages volatility while the problems with China's economy have the potential to spread wider. Opportunities exist via active management while threats include the effect of quantitative tightening.Από τον Annex Wealth Management

1
Consumer Sentiment Up, But Volatility Looms 17:26

9M ago17:26

17:26

Both consumer and small business sentiment are up, but earnings volatility may contribute to an overall volatile future. Opportunities may lie in value and energy, but some fear a change in the equity markets.Από τον Annex Wealth Management

1
Deficits consistent with a recession, not an expansion 24:20

9M ago24:20

24:20

Economic growth still supportive but concern over big debts and deficits. Short bonds and multinationals vs unanchoring of inflation expectations.Από τον Annex Wealth Management

1
Parts of the consumer base are starting to suffer 15:37

9M ago15:37

15:37

The economy continues to power ahead while the bond market is dealing with returns vs. expectations. Are there opportunities to add duration and within commodities? Credit is tightening which is affecting some consumers.Από τον Annex Wealth Management

1
Special Episode: Focus on agriculture and commodities. 18:02

10M ago18:02

18:02

Jason Moss, Senior Marketing Consultant at Brock Associates, joins Todd Voit and Jason Cooper to discuss agriculture and commodities.Από τον Annex Wealth Management

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