Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson. Markets are fragmenting fast: while software stocks slide into a full‑blown bear market, pick‑and‑shovel AI infrastructure names, from semiconductors to power and optical networking, are quietly carrying the upside. Earnings leadership is broadening beyond mega‑cap tech, making the market more resilient, but pressure is building from a flattening yield curve, stressed private credit, and rising geopolitical risk. Everything now hinges on the Strait of Hormuz, because a real de‑escalation could unlock a powerful relief rally, while prolonged conflict could keep oil, yields, and volatility locked in a dangerous feedback loop.

Hosted by Joe Krauss and Chief Investment Officer, Derek Felske. We are seeing a collision between the massive potential of AI-driven productivity and the inflationary shocks of a new, more aggressive geopolitical era. Remain selective, know what you own and why.

Hosted by Joe Krauss and Mark Schaefer, Trader at Annex Wealth Management.

Hosted by Joe Krauss and Chief Economic Strategist, Dr. Brian Jacobsen.

Hosted by Joe Krauss and Chief Investment Officer, Derek Felske.

Hosted by Joe Krauss and Assistant Research Analyst, Jacob Johnson.