
Brian Jacobsen
Portfolio Manager and Investment Strategist with Aptus Capital Advisors. Expert in hedged equity products and defined risk strategies.
Top 5 podcasts with Brian Jacobsen
Ranked by the Snipd community

17 snips
Feb 7, 2025 • 1h 4min
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Brian Jacobs, Portfolio Manager at Aptus Capital Advisors, shares his expertise on dynamic investment strategies. He critiques traditional bond allocation and explains the power of hedged equity products. Jacobs also dives into the housing market, discussing tax benefits of homeownership versus renting. He highlights innovative strategies like minimum volatility and trend following, revealing their potential to protect investments while still targeting gains. Plus, intriguing insights on CAPE ratios and tax-efficient investing make for a compelling listen.

4 snips
May 6, 2024 • 22min
US Jobs Numbers Miss, Xi in Europe
Chief Economist Brian Jacobsen discusses market outlook; Oriana Skylar Mastro covers Chinese President Xi Jinping's trip to Europe; Mary Nicola on China's stock market rally. Topics include US jobs data, Chinese-European economic relationships, AI impact on global exports.

Jan 27, 2025 • 16min
Business Rundown: China's DeepSeek AI Spurs Tech Stock Spiral
Brian Jacobsen, Chief Economist at Annex Wealth Management, sheds light on the turbulence in tech stocks spurred by China's DeepSeek AI, showcasing its cost-effective capabilities. He emphasizes that this scenario might actually present a buying opportunity for savvy investors. Additionally, Jacobsen discusses the pivotal role tariffs may play in U.S. trade strategy, particularly in negotiations with Colombia. He encourages a strategic re-evaluation of tech investments, pointing to potential growth in healthcare and technology sectors.

Aug 22, 2024 • 42min
Canada’s Railways Lock Out, Jackson Hole
Lee Klaskow, a senior transport analyst at Bloomberg Intelligence, dissects the fallout from the lockout of Canada’s major railways and its implications on North American supply chains. Michael McKee, an economics correspondent, delves into the anticipated Federal Reserve announcements from Jackson Hole and their market impacts. Brian Jacobsen, chief economist at Annex Wealth Management, shares insights on navigating market volatility and the outlook for growth amidst evolving economic landscapes.

Aug 19, 2024 • 32min
Traders Look to Jackson Hole For Hint on Fed Direction
Frank Benzimra, Head of Asia Equity Strategy at Societe Generale, joins Steve Sosnick, Chief Strategist at Interactive Brokers, Pooja Malik, Partner at Nipun Capital, and Brian Jacobsen, Chief Economist at Annex Wealth Management. They dive into the pivotal Jackson Hole Economic Symposium and its implications for Asia’s markets amidst volatility. Discussions highlight China's shift towards boosting domestic demand and address deflationary pressures affecting global economies. The impact of recent economic data also raises important questions about recession risks and investment strategies moving forward.