The Difference with Dan O'Donnell & Dave Spano

Tariff clarity remains elusive as tax policy stays murky. Fresh from another round of White House radio shows, Dan O'Donnell and Dave Spano reconnect to discuss a week where the S&P 500 revisited Liberation Day levels.

Market gains rarely move in a straight line. As the next round of earnings calls approaches, Dave Spano will be listening for key insights from corporate leaders. Meanwhile, Dan O'Donnell warns that we may be in the calm eye of a looming debt hurricane.

It's a 50/50-coin flip. Made even more complicated by shifting messages. Dave Spano and Dan O'Donnell chop up the latest. 

It's a tight game being played. Art of the Deal or potentially turning the midterms upside down? Dan and Dave discuss the week after Liberation Day. 

Recession predictions are on the rise. Liberation Day is April 2nd. Will that be enough for our Master-Negotiator-In-Chief? 

Were we due for an economic detox? Dan and Dave discuss tariffs and tactics. 

We're seeing how the sausage is getting made. Not pretty. But are conditions poised to spring back when certain hurdles are cleared?

We're truly at the intersection of politics and economics when it comes to tariffs and foreign conflicts. 

What was it like to broadcast from 'radio row' at the White House and interview officials like Scott Bessent and Doug Burgum? Dan takes us behind the scenes. DOD also fessed up and said, "Dave, you were right" regarding previous thoughts about one of his guests. 

"Why are people up in arms that they (DOGE) want to find fraud in the system?" 

Tariff talk as shifting policy changes make for an uncertain environment. Plus, the subject of DOGE sets the boys up to utter 'big balls' at least 7 times. 

Economic tools for non-economic goals from Donald Trump. Plus, Dave Spano connects Ferris Bueller’s Day Off with the current trade standoff. 

Did China’s AI bot leapfrog the competition? It sure rattled the markets. Dan and Dave discuss---and Spano makes the point it could have a Capitalism-like twist.  

Front and Center: Immigration and Border Security. President Trump has a long list including tax cuts and deregulation. Dave suggests Wisconsin takes the UP back from Michigan. 

First show of 2025. Dan shares more about WISN's extraordinary ratings performance before the guys settle into looking at next week's inauguration. 

Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year. 

Investor enthusiasm is high but global tensions are on the rise. Dave Spano warns us not to get over our skis. 

NOTE: This episode includes language that some may find offensive. Not quite NSFW, but keep the volume down when the clip from 'Landman' airs.
One of the 'three arrows' of Trump's economic policy is an additional 3 million barrels of oil per day. Expect pushback. Billy Bob Thornton in his Landman role offers a take. 

Dan says the nominee worked for the entity that was the 'most destabilizing force in the US'.  Dave says Bessent has the skills to tackle a very full plate of issues.

Auto, banks, financial institutions, and independent power producers have momentum while other sectors don't. President-elect Trump is clearly following his campaign trail promises---and the market is responding. 

After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see?  Dan and Dave discuss. 

Get ready for plenty of electoral math---this election is looking to be a tight one. Dave Spano and Dan O’Donnell present myriad scenarios of where it could wind up. 

One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis. 

Is the market a good indicator of who's going to win the presidential election? What are we seeing in the Trump trade vs. the Harris stocks? Dave Spano and Dan O'Donnell discuss. And is the Elon Musk $1 million daily giveaway legal? 

Does the market predict a presidential winner? It might not be clear this time around. Dan O'Donnell and Dave Spano cover the intersection of politics and finance. 

Dave and Dan begin with perspective on Elon Musk vs. Mark Cuban jostling for their candidates before heading to other election topics. 

Dan and Dave discuss tax policy issues of the presidential candidates and what could change based on election results---and which states play a role in the decision. 

The path to the White House is complex. Dan O'Donnell and Dave Spano describe how a potential Electoral College tie could be settled. But what if an October surprise arrives? Fasten your seatbelts. 

The Fed decision, our growing debt, the Misery Index, and the presidential election. Enough to make one of the guys drop an S-bomb. Good thing this is a podcast. 

It's important to know where candidates stand on economic policy. Perhaps we'll know more after next week's presidential debate. 

Fresh from a trip to Europe including Normandy, Dan O'Donnell is raring to go. So is Dave Spano as the mammoth proposed tax increase has the potential to upend....everything. 

The economy is slowing. Dave Spano and Dan O'Donnell discuss economics and politics including the media's reluctance to ask hard questions of both candidates. 

Wall Street's 'fear gauge'--the VIX--hits the highest level since the 2020 pandemic market plunge. Dave Spano and Dan O'Donnell cover the market reaction before pivoting to the intersection of the economy and politics. 

Politics and economics collide between the presidential election and the Fed's rate policy. 

Dan was ready for an 'I Told You So' from Dave Spano regarding their bet about Biden remaining as the Democratic candidate. Dave held back. He was more interested if Dan would pay off the bet using cash or crypto.  

Dan O'Donnell visits the Annex Wealth Management studio at the Pfister in Milwaukee this week. After all, it's where former President Trump is staying. Dave Spano and Dan cover Saturday's assassination attempt, Day One of the RNC, and how the market seems to be taking it all in stride. 

A week before the RNC, all eyes are on Joe Biden who appears to be dug in. Dave Spano says to play the facts and circumstances--but he also shares one thing Biden could do that would crush the economy. 

The intersection of politics and economics focuses on last week’s presidential debate—and a whole lot of ‘what NOW?’ questions.  

It’s not the largest company, but it might be the most interesting.  Dan O’Donnell and Dr Brian Jacobsen discuss the latest. Also, could we see a market-moving moment during this week’s presidential debate? 

The Fed’s meeting last week revealed a shift (again) in rate cut expectations. At the beginning of 2024, some analysts had anticipated 4-6 rate cuts; now those predictions have changed as inflation has continued to remain sticky. Election year rate cuts typically don't happen around the election, but this year, anything seems possible.