Biz Talk Today TV

Is Wall Street entering a new phase of the AI boom?

On this episode of ⁠Keith's Corner⁠, host Todd M. Schoenberger sits down with Keith Schneider, CEO and Co-Founder of MarketGauge.com, to examine the market signals investors need to understand as earnings season reaches a critical turning point.

Keith explains why semiconductor stocks have struggled despite strong earnings, arguing that the enormous cost of AI infrastructure is beginning to outpace near-term profit growth. While many investors continue chasing high-growth names, he believes value stocks have quietly become the stronger area of the market—and that shift could have major implications for portfolios.

The discussion explores whether today's environment resembles the late stages of the internet boom, why utilities and other defensive sectors deserve attention, and how MarketGauge's proprietary algorithms are signaling a more cautious, risk-aware approach.

Todd and Keith also examine the impact of rising energy prices, geopolitical tensions in the Middle East, and the upcoming Federal Reserve meeting. They discuss whether oil prices could reignite inflation, what investors should expect from major earnings reports—including Apple and Exxon—and how global events continue to shape financial markets.

Whether you're an active trader or a long-term investor, Keith's Corner delivers practical market insight designed to help you navigate changing trends before they become consensus.

📺 Watch Keith's Corner exclusively on Biz Talk Today TV.

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Will the Federal Reserve move markets—or are investors looking in the wrong place?

Join Todd M. Schoenberger as he welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for another edition of ⁠Hatfield Economics⁠.

With the Federal Reserve expected to leave interest rates unchanged, Jay explains why investors should expect a "hawkish pause" rather than another rate hike—and why the market has likely already priced in the Fed's next move.

Instead, Jay argues that this week's Big Tech earnings could have a much greater impact on Wall Street than the Fed itself.

Jay also explains why interest-sensitive sectors remain under pressure despite stable inflation data and why he believes current market rotation reflects changing interest-rate expectations—not the beginning of a broader market downturn.

Whether you're an active trader or long-term investor, this episode delivers actionable insights into the macroeconomic forces shaping today's markets.

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Did the recent AI-driven market selloff create one of the best buying opportunities of the year?

On this episode of Wayve Wire, host Todd M. Schoenberger welcomes Joe Besecker, CEO of Philadelphia-based Wayve Capital, and Rhys Williams, the firm's CIO, for an institutional-level discussion on the forces driving today's markets.

The team explains why they believed the semiconductor pullback represented a buying opportunity, how South Korea's leveraged retail market accelerated the correction, and why they acted before much of Wall Street changed its outlook.

The conversation also explores Kevin Warsh's latest comments and what they reveal about the Federal Reserve's evolving approach to monetary policy, along with the growing influence of the bond market on interest-rate expectations.

Additional topics include:

If you want institutional-quality market analysis that looks beyond the headlines, this episode of Wayve Wire delivers valuable insights from two seasoned portfolio managers.

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NFL training camps are in full swing, futures markets are shifting, and the biggest story in basketball continues to revolve around LeBron James and the Philadelphia 76ers.

On this episode of ⁠Madden On The Line⁠, host Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media, welcomes two respected insiders for an in-depth look at the biggest stories shaping the NFL and NBA.

🏈 NFL Insider Jared Smith breaks down:

🏀 NBA Insider Michael K-B joins Jo to discuss:

From Super Bowl futures to NBA title expectations, this episode delivers expert analysis, betting insight, and the biggest debates in professional sports.

Watch and Listen now and join the conversation.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What happens when one superstar takes the biggest pay cut in NBA history?

On this episode of ⁠Franchise Value⁠, co-hosts Todd M. Schoenberger and Shana Orczyk Sissel, CEO & Founder of Banrion Capital Management and author of Tough Minded, break down the financial impact of LeBron James joining the Philadelphia 76ers and why the move could generate up to $430 million in regional economic activity.

The discussion goes far beyond basketball, exploring how private equity is reshaping professional sports, why the 76ers' valuation has surged to nearly $6 billion, and whether Green Bay's unique ownership structure is becoming a competitive disadvantage in today's NFL.

🏀 LeBron James' historic salary reduction and why it could be the greatest ROI in sports history

💰 How private equity is helping—not hurting—the Philadelphia 76ers

📈 Why franchise valuations continue climbing despite championship droughts

🎟️ The shocking jump in 76ers ticket prices

🏈 Can the Green Bay Packers survive without private equity?

🏟️ Should the Packers ever consider leaving Green Bay?

📊 Why sports franchises have become one of Wall Street's hottest investment classes

Whether you're an investor, sports fan, or business executive, this episode reveals the economics driving today's biggest sports headlines.

Subscribe for more exclusive conversations where business meets sports.

Learn more about your ad choices. Visit megaphone.fm/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

NFL training camps are in full swing, futures markets are shifting, and the biggest story in basketball continues to revolve around LeBron James and the Philadelphia 76ers.

On this episode of Madden On The Line, host Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media, welcomes two respected insiders for an in-depth look at the biggest stories shaping the NFL and NBA.

🏈 NFL Insider Jared Smith breaks down:

🏀 NBA Insider Michael K-B joins Jo to discuss:

From Super Bowl futures to NBA title expectations, this episode delivers expert analysis, betting insight, and the biggest debates in professional sports.

Watch and Listen now and join the conversation.

Learn more about your ad choices. Visit megaphone.fm/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Can the United States rebuild its pharmaceutical manufacturing industry with tariffs alone—or is a much broader strategy required?

On this episode of ⁠Power Hour⁠, Todd M. Schoenberger sits down with Kathleen Jaeger, U.S. Spokesperson for the Indian Pharmaceutical Alliance, to examine one of the most important public policy debates affecting healthcare, national security, and the economy.

Kathleen explains why creating a resilient U.S. pharmaceutical supply chain requires more than imposing tariffs. Instead, she argues that America must reform its generic drug market, improve pricing transparency, strengthen domestic manufacturing, and deepen strategic partnerships with trusted allies like India.

Kathleen also discusses the historic balance created by the 1984 Hatch-Waxman Act, explaining how today's pharmaceutical marketplace has shifted away from that original vision—and why policymakers have a limited window to enact meaningful reforms.

As healthcare costs, supply chain resilience, and national security continue to dominate public policy discussions, this conversation offers timely insight into what it will take to secure America's medicine supply for decades to come.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Artificial intelligence may still dominate the headlines, but the next wave of investment opportunities could be even bigger.

On this episode of The Money Path, host Todd M. Schoenberger welcomes Adam Patti, CEO of VistaShares, for an in-depth discussion on the long-term investment themes reshaping the global economy.

Adam explains why VistaShares believes we're entering multiple "Supercycles" spanning space exploration, defense infrastructure, robotics, electrification, and AI supply chains—and why investors should look beyond the mega-cap names to the companies building the technologies that make these industries possible.

If you're looking for where Wall Street's next long-term growth stories may emerge, this conversation offers valuable insight into the trends shaping the next decade of investing.

Learn more about your ad choices. Visit megaphone.fm/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What happens when one superstar takes the biggest pay cut in NBA history?

On this episode of Franchise Value, co-hosts Todd M. Schoenberger and Shana Orczyk Sissel, CEO & Founder of Banrion Capital Management and author of Tough Minded, break down the financial impact of LeBron James joining the Philadelphia 76ers and why the move could generate up to $430 million in regional economic activity.

The discussion goes far beyond basketball, exploring how private equity is reshaping professional sports, why the 76ers' valuation has surged to nearly $6 billion, and whether Green Bay's unique ownership structure is becoming a competitive disadvantage in today's NFL.

🏀 LeBron James' historic salary reduction and why it could be the greatest ROI in sports history

💰 How private equity is helping—not hurting—the Philadelphia 76ers

📈 Why franchise valuations continue climbing despite championship droughts

🎟️ The shocking jump in 76ers ticket prices

🏈 Can the Green Bay Packers survive without private equity?

🏟️ Should the Packers ever consider leaving Green Bay?

📊 Why sports franchises have become one of Wall Street's hottest investment classes

Whether you're an investor, sports fan, or business executive, this episode reveals the economics driving today's biggest sports headlines.

Subscribe for more exclusive conversations where business meets sports.

Learn more about your ad choices. Visit megaphone.fm/adchoices

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Has the AI selloff created one of the best buying opportunities of the year?

Join Todd M. Schoenberger as he welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a special edition of ⁠Wayve Wire⁠ as they break down the sharp correction that has rattled semiconductor stocks and the broader AI trade.

With the Philadelphia Semiconductor Index (SOX) falling more than 15% during July—despite remaining up roughly 55% year-to-date—investors are asking whether the worst is finally behind us.

The discussion also previews Friday's earnings reports from several technology leaders and examines whether those results could reignite momentum across the semiconductor sector.

If you're invested in AI, technology, or semiconductor stocks, this special report provides timely insights into one of Wall Street's most important investment themes.

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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.