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Can the stock market continue climbing even as AI stocks cool off? Is Wall Street entering a new phase where small-cap companies finally take the lead?
On this special Fourth of July edition of Wayve Wire, host Todd M. Schoenberger welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for an in-depth discussion on where investors should be positioning portfolios for the second half of 2026.
Joe explains why he's becoming even more optimistic about the market despite recent weakness in semiconductor and AI stocks, arguing that the investment landscape is broadening well beyond the Magnificent Seven. Rhys shares why the current capital spending boom, fueled by new tax incentives, could provide a significant tailwind for domestic small-cap companies.
The conversation also explores the Federal Reserve's influence on markets, consumer spending trends heading into earnings season, the growing opportunity in actively managed small-cap portfolios, online sports betting, and why emerging "Trump Accounts" could reshape long-term investing for younger Americans.
• Is the AI trade entering a new phase?
Don't miss this special Independence Day market outlook as Wayve Capital shares its roadmap for navigating Wall Street through the second half of the year.
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 stock market continue climbing even as AI stocks cool off? Is Wall Street entering a new phase where small-cap companies finally take the lead?
On this special Fourth of July edition of Wayve Wire, host Todd M. Schoenberger welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for an in-depth discussion on where investors should be positioning portfolios for the second half of 2026.
Joe explains why he's becoming even more optimistic about the market despite recent weakness in semiconductor and AI stocks, arguing that the investment landscape is broadening well beyond the Magnificent Seven. Rhys shares why the current capital spending boom, fueled by new tax incentives, could provide a significant tailwind for domestic small-cap companies.
The conversation also explores the Federal Reserve's influence on markets, consumer spending trends heading into earnings season, the growing opportunity in actively managed small-cap portfolios, online sports betting, and why emerging "Trump Accounts" could reshape long-term investing for younger Americans.
• Is the AI trade entering a new phase?
Don't miss this special Independence Day market outlook as Wayve Capital shares its roadmap for navigating Wall Street through the second half of the year.
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 stock market continue climbing through the third quarter? Are AI stocks still the best investment—or is Wall Street's next big opportunity hiding elsewhere?
On this episode of The Money Path, host Todd M. Schoenberger sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, to break down the forces shaping the second half of 2026.
Mike explains why AI-driven productivity continues to fuel stronger-than-expected corporate earnings, why small-cap stocks may finally be stepping into the spotlight, and what investors should expect from the Federal Reserve under new Chairman Kevin Warsh.
The discussion also explores whether the semiconductor rally still has room to run, why software companies could become the next AI winners, the outlook for housing and inflation, and why investors should exercise patience before chasing SpaceX.
Topics include:
Don't miss one of the most comprehensive market outlooks as Wall Street enters the second half of the year.
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 stock market continue climbing through the third quarter? Are AI stocks still the best investment—or is Wall Street's next big opportunity hiding elsewhere?
On this episode of The Money Path, host Todd M. Schoenberger sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, to break down the forces shaping the second half of 2026.
Mike explains why AI-driven productivity continues to fuel stronger-than-expected corporate earnings, why small-cap stocks may finally be stepping into the spotlight, and what investors should expect from the Federal Reserve under new Chairman Kevin Warsh.
The discussion also explores whether the semiconductor rally still has room to run, why software companies could become the next AI winners, the outlook for housing and inflation, and why investors should exercise patience before chasing SpaceX.
Topics include:
Don't miss one of the most comprehensive market outlooks as Wall Street enters the second half of the year.
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.
Could the market be gearing up for one of its strongest seasonal rallies of the year?
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.
Could Wall Street be dramatically underestimating what the next inflation report will reveal?
On this episode of Hatfield Economics, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street.
Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market.
Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target.
Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy.
Topics include:
Don't miss one of the most bullish—and controversial—market outlooks of the year.
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.
Could Wall Street be dramatically underestimating what the next inflation report will reveal?
On this episode of Hatfield Economics, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street.
Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market.
Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target.
Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy.
Topics include:
Don't miss one of the most bullish—and controversial—market outlooks of the year.
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.
Markets continue to climb—but where are the biggest opportunities now?
On today's episode of Keith's Corner, host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to break down the technical signals shaping the second half of 2026.
Keith explains why seasonal trends and improving market internals point to continued strength over the next several weeks, why small-cap stocks are stealing the spotlight, and why semiconductors remain one of the market's strongest leadership groups.
Topics include:
Don't miss one of the market's sharpest technical minds as Keith shares actionable insights for navigating today's rapidly changing investment landscape.
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.
Markets continue to climb—but where are the biggest opportunities now?
On today's episode of Keith's Corner, host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to break down the technical signals shaping the second half of 2026.
Keith explains why seasonal trends and improving market internals point to continued strength over the next several weeks, why small-cap stocks are stealing the spotlight, and why semiconductors remain one of the market's strongest leadership groups.
Topics include:
Don't miss one of the market's sharpest technical minds as Keith shares actionable insights for navigating today's rapidly changing investment landscape.
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.
Back in 2019, recommending that pension funds invest just 1–3% in Bitcoin sounded radical. Many institutional investors dismissed the idea outright.
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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.
From the publisher's feed
Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity.
Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, investors, entrepreneurs, and decision-makers seeking smarter content in a rapidly changing world.