America’s AI boom is running into an increasingly powerful obstacle: Americans who don’t want massive data centers built in their communities.

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AI fears, inflation, interest rates and Washington are colliding—and ⁠Wayve Capital⁠ CEO Joe Besecker and CIO Rhys Williams join host ⁠Todd M. Schoenberger⁠ to separate the market risks from the noise.

The conversation tackles warnings about the potential dangers of artificial intelligence and why Besecker and Williams believe the answer isn’t slowing U.S. AI development—but maintaining American leadership while building stronger guardrails and oversight.

The discussion then turns to the proposed $5,000 payments to Americans, the potential inflationary consequences of another massive fiscal injection, and whether some of that money could instead be directed toward wealth-building investments and critical infrastructure.

Plus, the Wayve Capital team examines sticky inflation, rising energy costs, the possibility of a Fed rate hike, AI spending, Oracle, data centers and the outlook for technology stocks. Besecker explains why he still sees strength in the AI trade despite near-term volatility, while Williams examines whether enormous capital spending is ultimately translating into sustainable earnings.

And because it’s ⁠Wayve Wire⁠, the conversation eventually reaches football—with an impromptu fantasy draft and a look at the rapidly changing economics of college sports.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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The next great bottleneck in artificial intelligence may not be semiconductors. It may be electricity.

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ sits down with Adil Caner Sener, Partner at ⁠PEI Global Partners⁠, for a deep dive into the enormous energy and infrastructure buildout required to power the AI revolution.

Sener argues that the near-term constraint facing AI data centers is increasingly access to dispatchable electricity, generation equipment and grid capacity. Nuclear power may become an important long-term solution, but he expects natural gas to play a critical role over the next several years as developers race to bring new computing capacity online.

The conversation goes inside the infrastructure financing boom supporting that expansion. Developers aren't simply securing land and waiting for a grid connection anymore. They may need hundreds of millions of dollars in pre-construction capital to secure turbines, transformers and other critical equipment years before a project generates revenue.

And according to Sener, capital itself isn't the shortage. Banks, private lenders and an increasing number of international lenders are looking for opportunities to finance credible power and data-center projects. The challenge is turning ambitious development pipelines into projects that can actually secure equipment, connect to the grid and deliver reliable electricity.

Todd and Adil also examine the enormous growth expected in Texas, where surging power requirements are forcing grid operators to distinguish serious projects from speculative interconnection requests. It's a glimpse into a much larger question facing America: Can the electrical grid expand fast enough to keep the United States competitive in AI?

The discussion goes global as well. Sener explains why China's aggressive investment in both renewable and thermal generation has given it a significant infrastructure advantage, why Europe may accelerate domestic AI capacity for data-sovereignty and national-security reasons, and why the United States still possesses major advantages in land, resources and capital.

Then there's energy. Sener explains why natural gas remains a crucial bridge for AI infrastructure, why turbine availability has become increasingly valuable and why the investment runway for traditional power resources—including gas and even coal—has been extended by the extraordinary growth in electricity demand.

Finally, Todd and Adil examine high oil prices, energy investment and whether there is a point at which rising energy costs begin to threaten economic growth.

AI may be a technology revolution—but building it is becoming one of the biggest energy, infrastructure and financing stories in the world.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction.

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Wall Street may be entering one of its most challenging seasonal stretches, but ⁠Sam Stovall⁠, Chief Investment Strategist at ⁠CFRA Research⁠, still sees significant upside ahead for stocks.

On this episode of ⁠The Money Path⁠, Stovall joins host ⁠Todd M. Schoenberger⁠ to explain why CFRA is targeting 8,050 on the S&P 500 by year-end and 8,650 over the next 12 months. CFRA's bullish outlook is supported by broad earnings momentum, historical market patterns and an AI infrastructure investment cycle the firm believes still has room to run.

But getting there may not be easy.

Stovall breaks down September's historically difficult record and explains why investors should respect market history without allowing fear to dictate their portfolios. His recent analysis shows September has been the S&P 500's weakest month since World War II, while midterm election years have historically brought particularly large drawdowns.

The conversation turns to the Federal Reserve, inflation and Treasury yields as Wall Street prepares for critical PPI and CPI reports. Stovall discusses what another Fed rate hike could mean for equities, why the speed and magnitude of tightening may matter more than a single move, and whether a 10-year Treasury yield approaching 5% could create another burst of market volatility.

Then there's AI. Stovall explains why he believes the AI investment cycle remains relatively early and discusses the earnings strength supporting technology, semiconductors and other areas of the market. CFRA continues to identify the AI infrastructure buildout as an important component of its broader market thesis.

Todd and Sam also follow the money into energy and materials, including why refining companies could offer a different opportunity than traditional upstream oil producers as higher energy prices reshape earnings expectations.

And while September may test investors' nerves, Stovall's historical work points to a much more constructive period later in the year: in midterm years, the fourth quarter has historically been strong, while the 12 months following October 31 of a midterm year have delivered particularly favorable historical results.

Can the S&P 500 reach 8,050? Could another Fed hike derail the rally? Is AI still early? And where does Sam Stovall see the strongest opportunities heading into the final stretch of 2026?

Watch ⁠The Money Path⁠ with Sam Stovall and Todd M. Schoenberger.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction.

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September may have a reputation as Wall Street’s worst month, but ⁠Ryan Detrick⁠, Chief Market Strategist at ⁠Carson Group⁠, isn’t ready to bet against the bull market.

On this episode of ⁠The Money Path⁠, Detrick joins host ⁠Todd M. Schoenberger⁠ to explain why Carson remains constructively bullish on stocks despite $100 oil, elevated Treasury yields, the possibility of another Federal Reserve rate hike and the seasonal volatility that often hits markets in September.

Detrick breaks down the historical evidence behind his outlook, including why September has behaved very differently when stocks enter the month already higher for the year. He also discusses the technical levels he's watching on the S&P 500 and why continued strength in earnings, employment and broader economic activity could support additional gains.

The conversation also tackles the consumer. Can Americans withstand higher energy prices and borrowing costs? Detrick explains why rising household wealth and continued spending suggest the economy may be more resilient than bearish headlines imply.

And what about a Fed hike? Detrick argues that one or even two additional increases may not be enough to derail the bull market, particularly if economic growth and corporate profits remain strong.

For investors looking beyond the major indexes, Detrick explains why he remains overweight technology while also seeing opportunity in bank stocks as market leadership broadens.

Most importantly, he reveals the three warning signs that could finally turn him bearish: stress in the credit markets, significant U.S. dollar strength and deteriorating market breadth.

Is September weakness a warning—or another opportunity? Can stocks withstand $100 oil and 5% Treasury yields? And what would finally convince one of Wall Street’s better-known bulls that the market has changed?

Watch ⁠The Money Path⁠ with Ryan Detrick and Todd M. Schoenberger.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction.

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NFL Week 1 is underway—and ⁠Jo Madden⁠ is breaking down the entire board on ⁠Madden On The Line⁠.

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Copper is hitting historic levels, oil remains a major inflation threat, retail stocks are struggling—and Mish Schneider says the divergence across markets may be telling investors something important.

On this episode of Financial Compass, host Todd M. Schoenberger sits down with Mish Schneider, Founder of the Economic Modern Family and Chief Strategist for MarketGauge.com, to break down what commodities, consumers and key market sectors are signaling about the economy.

Mish explains why the weakness in retail deserves attention even as biotech and semiconductors show relative strength. With consumers becoming increasingly selective about where they spend, could retail be an early warning that the broader economy isn't as strong beneath the surface as the headline numbers suggest?

The conversation turns to commodities, where Mish discusses record copper prices, her outlook for oil potentially reaching $104–$105 per barrel, and one surprising inflation indicator investors rarely watch: sugar. Mish explains why sugar's move toward $0.21 per pound could provide another clue about where inflation is headed.

Todd and Mish also examine the upcoming Federal Reserve meeting, the possibility of another shift in interest-rate policy, the proposed $5,000 payment to Americans, and whether additional government spending could ultimately influence inflation and financial markets.

The episode closes on a deeply personal note as Mish recalls September 11, 2001, and how a last-minute change of plans kept her husband, Keith Schneider, from attending a conference at Windows on the World that morning.

Copper. Oil. Inflation. The consumer. The Fed. Mish Schneider connects the signals Wall Street may be overlooking.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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AI fears, inflation, interest rates and Washington are colliding—and Wayve Capital CEO Joe Besecker and CIO Rhys Williams join host Todd M. Schoenberger to separate the market risks from the noise.

The conversation tackles warnings about the potential dangers of artificial intelligence and why Besecker and Williams believe the answer isn’t slowing U.S. AI development—but maintaining American leadership while building stronger guardrails and oversight.

The discussion then turns to the proposed $5,000 payments to Americans, the potential inflationary consequences of another massive fiscal injection, and whether some of that money could instead be directed toward wealth-building investments and critical infrastructure.

Plus, the Wayve Capital team examines sticky inflation, rising energy costs, the possibility of a Fed rate hike, AI spending, Oracle, data centers and the outlook for technology stocks. Besecker explains why he still sees strength in the AI trade despite near-term volatility, while Williams examines whether enormous capital spending is ultimately translating into sustainable earnings.

And because it’s Wayve Wire, the conversation eventually reaches football—with an impromptu fantasy draft and a look at the rapidly changing economics of college sports.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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NFL Week 1 is underway—and Jo Madden is breaking down the entire board on Madden On The Line.

After Seattle’s dramatic 13-10 victory over New England, Jo explains why she isn’t panicking over Drake Maye despite three fourth-quarter interceptions, what Sam Darnold’s injury could mean for Seattle, and why the Seahawks defense may be even better than expected.

Then it’s off to Melbourne, Australia, for the historic 49ers-Rams showdown. Jo examines the radically different travel strategies, the impact of jet lag, San Francisco getting +3½, and why she likes Brock Purdy’s rushing-yard prop and Puka Nacua’s reception total.

And then comes the Week 1 rapid fire: Bills-Texans, Bears-Panthers, Browns-Jaguars, Falcons-Steelers, Jets-Titans and more. Jo identifies the favorites she refuses to chase, potential underdogs, dangerous public betting trends and the game she calls her favorite Sunday bet.

Lines move. Injuries change. And in Week 1, what looks like “easy money” can become a trap very quickly.

Hosted by Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media Inc.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Tax season may be over, but some of the most important tax decisions of the year are happening right now.

On this episode of The Money Path, host Todd M. Schoenberger sits down with Ricky Lavina, CPA, Co-Founder and CEO of Taxfyle, to explain why September can be a critical planning window for taxpayers, investors and financial advisors.

Lavina breaks down year-end strategies involving tax-loss and capital-gains harvesting, Roth IRAs, rental properties, retirement planning and business income. He also explains why paperwork-heavy strategies should be addressed early—and why taxpayers who have missed filings shouldn't wait for the IRS to come looking for them.

The conversation also explores how artificial intelligence is transforming tax planning. Taxfyle's technology can analyze prior returns against dozens of potential strategies, but Lavina cautions that AI can still make mistakes—making professional judgment and validation essential.

Plus, Lavina explains why we're entering what he calls a “golden age of the advisor,” where financial advisors can combine investments, taxes and AI-powered planning to provide clients with a more complete financial picture.

And what happens if you haven't filed taxes in years? Lavina explains why there are paths forward—and why proactively addressing the IRS can be far better than waiting for the government to contact you.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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