Biz Talk Today TV

Has Wall Street overreacted to the semiconductor sell-off, or is there more downside ahead?

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a spirited debate over one of the market's biggest questions: Is now the time to buy AI and semiconductor stocks, or should investors wait for an even deeper correction?

While Rhys argues the recent weakness is driven more by sentiment than deteriorating fundamentals—drawing comparisons to historic technology pullbacks—Joe believes investors should remain patient as leverage unwinds and market volatility continues.

The discussion also explores South Korea's dramatic market turmoil, where Samsung and SK Hynix dominate the KOSPI, triggering widespread margin calls among leveraged retail investors. Could similar risks be quietly building inside U.S. markets?

Plus, the panel examines rising crude oil prices, geopolitical risks in the Middle East, the outlook for energy infrastructure investments, and why diversification may matter more than ever during earnings season.

• Is the semiconductor correction creating a buying opportunity?

Whether you're investing in AI, semiconductors, energy, or simply trying to navigate today's volatile markets, this episode delivers valuable insights from two experienced portfolio managers with different perspectives on where Wall Street may be headed next.

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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.

Are semiconductors losing leadership just as new opportunities emerge elsewhere in the market?

On this episode of ⁠Financial Compass⁠, host Todd M. Schoenberger welcomes Mish Schneider, Founder of the Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, for a wide-ranging discussion on the technical and macro forces shaping Wall Street.

Mish explains why semiconductor stocks have begun to lose momentum, what investors should watch as earnings season unfolds, and why hyperscalers like Amazon and Google may benefit from the market's current rotation. She also shares her outlook for crude oil, natural gas, food commodities, and the possibility of negative inflation in the second half of 2026.

The conversation highlights several actionable trading ideas, including PayPal, Planet Fitness, Unity Software, and the emerging opportunity in Chinese equities. Mish also discusses how weather patterns, global geopolitics, and technical analysis continue to influence commodity prices and investor sentiment.

Whether you're an active trader or long-term investor, Financial Compass delivers practical technical analysis and macro insights designed to help you stay ahead of the market.

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 Wall Street overreacted to the semiconductor sell-off, or is there more downside ahead?

On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a spirited debate over one of the market's biggest questions: Is now the time to buy AI and semiconductor stocks, or should investors wait for an even deeper correction?

While Rhys argues the recent weakness is driven more by sentiment than deteriorating fundamentals—drawing comparisons to historic technology pullbacks—Joe believes investors should remain patient as leverage unwinds and market volatility continues.

The discussion also explores South Korea's dramatic market turmoil, where Samsung and SK Hynix dominate the KOSPI, triggering widespread margin calls among leveraged retail investors. Could similar risks be quietly building inside U.S. markets?

Plus, the panel examines rising crude oil prices, geopolitical risks in the Middle East, the outlook for energy infrastructure investments, and why diversification may matter more than ever during earnings season.

• Is the semiconductor correction creating a buying opportunity?

Whether you're investing in AI, semiconductors, energy, or simply trying to navigate today's volatile markets, this episode delivers valuable insights from two experienced portfolio managers with different perspectives on where Wall Street may be headed next.

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.

Are NFL franchises becoming the world's ultimate investment?

On this week's episode of ⁠Franchise Value⁠, Shana Sissel, CEO & Founder of Banríon Capital Management and author of the forthcoming book Tough Minded, joins co-host Todd M. Schoenberger to break down the record-shattering reported $9.6 billion sale of the Seattle Seahawks and what it means for the future of professional sports ownership.

The discussion explores why NFL franchise values continue to soar, how private equity is changing the ownership landscape, and why billionaires are willing to pay enormous premiums for professional sports teams. Shana also explains how stadium ownership, media rights, licensing, and surrounding real estate developments have transformed NFL franchises into some of the most valuable assets in the investment world.

The conversation also examines whether municipalities should help finance stadiums, how public funding impacts taxpayers, and why smaller-market teams like the Buffalo Bills continue to command extraordinary valuations despite limited local media markets.

If you're interested in sports business, investing, private equity, or the economics behind the world's most valuable sports franchises, this is an episode you won't want to miss.

#FranchiseValue #ShanaSissel #ToddSchoenberger #NFL #SeattleSeahawks #SportsBusiness #SportsInvesting #PrivateEquity #FranchiseValuations #BusinessOfSports #NFLOwnership #WallStreet #Investing #StadiumFinance #MediaRights #BanrionCapital #BizTalkTodayTV

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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.

Are semiconductors losing leadership just as new opportunities emerge elsewhere in the market?

On this episode of Financial Compass, host Todd M. Schoenberger welcomes Mish Schneider, Founder of the Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, for a wide-ranging discussion on the technical and macro forces shaping Wall Street.

Mish explains why semiconductor stocks have begun to lose momentum, what investors should watch as earnings season unfolds, and why hyperscalers like Amazon and Google may benefit from the market's current rotation. She also shares her outlook for crude oil, natural gas, food commodities, and the possibility of negative inflation in the second half of 2026.

The conversation highlights several actionable trading ideas, including PayPal, Planet Fitness, Unity Software, and the emerging opportunity in Chinese equities. Mish also discusses how weather patterns, global geopolitics, and technical analysis continue to influence commodity prices and investor sentiment.

Whether you're an active trader or long-term investor, Financial Compass delivers practical technical analysis and macro insights designed to help you stay ahead of the market.

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.

Is Wall Street overlooking Netflix?

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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.

Has the AI investment story entered a new chapter?

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Philadelphia-based Wayve Capital, and Rhys Williams, CIO of ⁠Wayve Capital⁠, for a wide-ranging discussion on artificial intelligence, semiconductors, geopolitics, energy, and the outlook for Wall Street.

Following Meta's blockbuster week and renewed optimism surrounding AI infrastructure spending, Joe and Rhys explain why the AI trade may still have room to run. They break down the latest developments in Meta's custom AI chips, discuss why Nvidia remains the industry leader, and reveal the semiconductor stocks they believe deserve investors' attention.

The conversation also shifts to the Middle East, where renewed tensions involving Iran are raising geopolitical concerns heading into the weekend. Despite the headlines, the market's muted reaction suggests investors remain focused on earnings, AI innovation, and economic fundamentals.

Whether you're focused on AI, semiconductors, energy, or macro investing, this episode delivers institutional-level insights designed to help investors navigate today's rapidly evolving markets.

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.

Are NFL franchises becoming the world's ultimate investment?

On this week's episode of Franchise Value, Shana Sissel, CEO & Founder of Banríon Capital Management and author of the forthcoming book Tough Minded, joins co-host Todd M. Schoenberger to break down the record-shattering reported $9.6 billion sale of the Seattle Seahawks and what it means for the future of professional sports ownership.

The discussion explores why NFL franchise values continue to soar, how private equity is changing the ownership landscape, and why billionaires are willing to pay enormous premiums for professional sports teams. Shana also explains how stadium ownership, media rights, licensing, and surrounding real estate developments have transformed NFL franchises into some of the most valuable assets in the investment world.

The conversation also examines whether municipalities should help finance stadiums, how public funding impacts taxpayers, and why smaller-market teams like the Buffalo Bills continue to command extraordinary valuations despite limited local media markets.

If you're interested in sports business, investing, private equity, or the economics behind the world's most valuable sports franchises, this is an episode you won't want to miss.

#FranchiseValue #ShanaSissel #ToddSchoenberger #NFL #SeattleSeahawks #SportsBusiness #SportsInvesting #PrivateEquity #FranchiseValuations #BusinessOfSports #NFLOwnership #WallStreet #Investing #StadiumFinance #MediaRights #BanrionCapital #BizTalkTodayTV

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.

Did Wall Street get inflation wrong again?

On this episode of Hatfield Economics, host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, after his bold prediction of a negative monthly CPI reading proved accurate.

Jay explains why his monetarist approach continues to outperform the consensus, why collapsing energy prices and slowing shelter inflation point toward lower inflation ahead, and why he believes oil prices could fall below $60 per barrel in the months ahead.

The conversation also explores the outlook for banks, regional bank mergers, AI-driven financial sector spending, investment banking activity, and why Jay believes Wall Street economists continue to underestimate disinflationary forces.

Plus, Jay provides an update on his new QVOL ETF, discusses its performance versus the Nasdaq, explains its income-focused strategy, and previews an upcoming investor webinar.

Whether you're an investor, trader, or macroeconomic enthusiast, this episode delivers institutional-level insights into inflation, energy markets, interest rates, and portfolio positioning.

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.

Did Wall Street get inflation wrong again?

On this episode of Hatfield Economics, host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, after his bold prediction of a negative monthly CPI reading proved accurate.

Jay explains why his monetarist approach continues to outperform the consensus, why collapsing energy prices and slowing shelter inflation point toward lower inflation ahead, and why he believes oil prices could fall below $60 per barrel in the months ahead.

The conversation also explores the outlook for banks, regional bank mergers, AI-driven financial sector spending, investment banking activity, and why Jay believes Wall Street economists continue to underestimate disinflationary forces.

Plus, Jay provides an update on his new QVOL ETF, discusses its performance versus the Nasdaq, explains its income-focused strategy, and previews an upcoming investor webinar.

Whether you're an investor, trader, or macroeconomic enthusiast, this episode delivers institutional-level insights into inflation, energy markets, interest rates, and portfolio positioning.

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.