Annex Wealth Management Show

For our "Week in Review", Dave Spano and Dr. Brian Jacobsen break down Kevin Warsh’s debut at the Fed, a unanimous decision, new internal task forces, and a leadership style that invites open disagreement. We then turn to Trump’s surprise Iran memorandum, a move that’s already easing energy market fears but raises major political and funding questions that could shape global stability and defense supply chains. Finally, we connect the dots between rising inflation, shifting consumer behavior, and a reopening IPO window led by SpaceX, as falling energy prices could reset the economic narrative heading into the second half of the year.

This week, Dave Spano and Dr. Brian Jacobsen unpack a mix of political tension, highlighted by developments in Iran, and a wave of fresh economic data shaping the market outlook. Inflation remains elevated, consumer sentiment is softening, and small business optimism is slipping, even as housing and trade show pockets of strength. We also explore what rising IPO activity, from AI leaders like OpenAI to more traditional brands, may signal about where investors are placing their bets next. Plus, segments on deciding who should be the taxpayer if you're married and why people are raiding their 401(k) accounts.

In this Week in Review, Dave Spano and Dr. Brian Jacobsen dig into SpaceX’s headline-grabbing IPO—and why the bigger story may be its bold (and unproven) AI ambitions. They also explore the intensifying AI arms race, from trillion-dollar valuations to Nvidia’s push into everyday tech, and what it means when even standout earnings fail to impress. Plus, a look at shifting tariffs and a two-speed economy, where strong manufacturing momentum meets growing uncertainty beneath the surface.  Also, a segment on structuring student loan plans.