Wall Street may be heading into one of the most important stretches of the year.
On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Joe Besecker, CEO of Wayve Capital, to break down the forces shaping markets—from interest rates and inflation to artificial intelligence, cybersecurity and opportunities hiding outside the market’s biggest winners.
Besecker explains why thin summer trading could amplify market swings, why he’s not ready to run to cash, and where investors may want to look as the year progresses. He sees potential opportunity in beaten-down areas including energy, construction, life sciences and retail, while remaining highly bullish on AI’s ability to transform healthcare, financial services, energy exploration and traditional industries.
The conversation also explores the next phase of the AI revolution. As technology makes everything from forming a business to delivering legal and banking services faster and cheaper, which companies will adapt—and which could be left behind?
Plus, Besecker discusses the growing threat of cyberattacks across financial markets and crypto, the possibility of increased consolidation in banking, life sciences and energy, the outlook for consumers heading toward the holiday season, and why technology is even changing industries such as horse racing and gaming.
The market may be volatile, but Besecker believes opportunity is still on the table. The question is where investors should look next.
Featured Expert: Joe Besecker, CEO, Wayve Capital
Host: Todd M. Schoenberger
Show: Wayve Wire | Biz Talk Today TV
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