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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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Netflix ($NFLX) is down sharply, but could the worst already be priced in?
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Is Wall Street becoming too complacent?
On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Joe Besecker, CEO of Wayve Capital Management, to discuss why some of the smartest investors in the market are quietly raising cash while maintaining a bullish long-term outlook.
With Warren Buffett sitting on massive cash reserves, legendary investor Jeremy Grantham warning of potential risks, and geopolitical tensions continuing to shape global markets, Joe explains why investors may want to become more selective heading into the second half of 2026.
Joe shares his outlook on portfolio positioning, market sentiment, energy investments, interest rates, housing affordability, and where he sees the best opportunities if volatility returns.
The conversation also explores whether energy stocks remain undervalued, how investors should think about cash levels today, and why natural gas, pipelines, and select energy companies could benefit from both geopolitical uncertainty and long-term demand trends.
• Why Joe is holding more cash and becoming increasingly opportunistic• Warren Buffett's cash position and what investors can learn from it• Jeremy Grantham's latest market warnings• Why the market is shifting from green to yellow• Energy stocks, pipelines, natural gas, Exxon and Chevron• The impact of Iran and geopolitical tensions on markets• Housing affordability and interest rate concerns• Portfolio management strategies for the second half of 2026• Why disciplined investors should prepare for opportunities ahead• The economic impact of the FIFA World Cup coming to the United States
Whether you're bullish, bearish, or somewhere in between, this episode offers valuable insight into how professional investors are navigating today's market environment.
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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.
BlackBerry ($BB) is suddenly back in the spotlight after surging nearly 30% this week. On this episode of Financial Compass, Mish Schneider, Chief Strategist at MarketGauge.com and Founder of the Economic Modern Family YouTube channel, breaks down what's fueling the rally and whether this move has staying power.
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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.
Is Wall Street becoming too complacent?
On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Joe Besecker, CEO of Wayve Capital Management, to discuss why some of the smartest investors in the market are quietly raising cash while maintaining a bullish long-term outlook.
With Warren Buffett sitting on massive cash reserves, legendary investor Jeremy Grantham warning of potential risks, and geopolitical tensions continuing to shape global markets, Joe explains why investors may want to become more selective heading into the second half of 2026.
Joe shares his outlook on portfolio positioning, market sentiment, energy investments, interest rates, housing affordability, and where he sees the best opportunities if volatility returns.
The conversation also explores whether energy stocks remain undervalued, how investors should think about cash levels today, and why natural gas, pipelines, and select energy companies could benefit from both geopolitical uncertainty and long-term demand trends.
• Why Joe is holding more cash and becoming increasingly opportunistic
• Warren Buffett's cash position and what investors can learn from it
• Jeremy Grantham's latest market warnings
• Why the market is shifting from green to yellow
• Energy stocks, pipelines, natural gas, Exxon and Chevron
• The impact of Iran and geopolitical tensions on markets
• Housing affordability and interest rate concerns
• Portfolio management strategies for the second half of 2026
• Why disciplined investors should prepare for opportunities ahead
• The economic impact of the FIFA World Cup coming to the United States
Whether you're bullish, bearish, or somewhere in between, this episode offers valuable insight into how professional investors are navigating today's market environment.
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 Wendy’s just become the latest meme stock?
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 Anthropic still the golden child of artificial intelligence—or is the narrative starting to change?
In this thought-provoking clip from Wayve Wire, host Todd M. Schoenberger asks Rhys Williams, CIO of Wayve Capital, about the growing buzz surrounding Anthropic, its potential IPO, and the controversy building behind the scenes.
Rhys explains why Anthropic has become one of the fastest-growing companies in history, but also why parts of the AI community are beginning to push back. From concerns over user data and startup competition to government scrutiny and national security implications, Rhys shares a perspective that many mainstream investors may not be hearing.
Could investor enthusiasm collide with growing skepticism inside the AI ecosystem?
Watch this fascinating discussion as Rhys breaks down what could become one of the biggest stories in artificial intelligence.
Featuring:
• Anthropic's explosive growth
• AI industry backlash
• Government scrutiny and regulation
• User data concerns
• Startup ecosystem tensions
• IPO implications
• AI national security debate
• The future of the AI race
Don't miss this insider look at one of the most talked-about companies in artificial intelligence.
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 crude oil finally found its bottom? And could food commodities be the next major opportunity for investors?
On this episode of Financial Compass, host Todd M. Schoenberger sits down with Mish Schneider, Chief Strategist at MarketGauge.com and Founder of The Economic Modern Family YouTube channel, for a wide-ranging discussion on commodities, stocks, stablecoins, bonds, and the broader economic outlook.
Mish explains why she believes crude oil may be stabilizing near current levels, how potential supply disruptions could support higher prices, and why investors should pay close attention to the food trade as weather patterns and global supply concerns continue to evolve.
The conversation also explores Robinhood's technical setup, BlackBerry's surprising comeback, Netflix's next key levels, the growing role of stablecoins, and why silver may offer a more compelling opportunity than gold right now.
Topics include:
• Has crude oil finally reached a bottom?
• Why food commodities could become a major trade
• Robinhood's next potential entry point
• BlackBerry's surprising resurgence
• Netflix support and resistance levels
• Stablecoins, PayPal, and Circle opportunities
• Why Mish prefers silver over gold
• What the bond market is signaling about the economy
• Consumer spending and "Granny Retail"
• Key market levels investors should be watching
As investors search for opportunities beyond AI and technology stocks, Mish outlines where she sees value emerging across commodities, financial assets, and the broader market.
Don't miss this insightful discussion on the trends shaping the second half of 2026.
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 missing the biggest macro story of the year?
On today's episode of Hatfield Economics, host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for a timely discussion on interest rates, inflation, AI, and the outlook for stocks.
Jay explains why he remains firmly in the camp of three Federal Reserve rate cuts over the next 12 months, despite the market's skepticism and the Fed's higher-for-longer messaging. He argues that falling oil prices, slowing money supply growth, and ongoing deflationary forces are setting the stage for lower rates and a supportive backdrop for equities.
The conversation also explores why Jay believes the market is underestimating the upside potential of artificial intelligence, why energy may face challenges if crude oil continues to decline, and how investors should think about positioning for the second half of 2026.
Topics include:
• Why Jay expects three Fed rate cuts over the next year• The Federal Reserve's biggest forecasting mistakes• Falling oil prices and the deflationary case• Why AI remains the most compelling market opportunity• The biggest risks facing investors today• The bullish case for lower Treasury yields• How $QVOL is generating strong early momentum• Stock selection, covered calls, and total-return investing• Why market sentiment may be missing the bigger picture• What investors should watch heading into earnings season
If Jay is right, the market's biggest risk may not be inflation—but the Federal Reserve itself.
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 crude oil finally found its bottom? And could food commodities be the next major opportunity for investors?
On this episode of Financial Compass, host Todd M. Schoenberger sits down with Mish Schneider, Chief Strategist at MarketGauge.com and Founder of The Economic Modern Family YouTube channel, for a wide-ranging discussion on commodities, stocks, stablecoins, bonds, and the broader economic outlook.
Mish explains why she believes crude oil may be stabilizing near current levels, how potential supply disruptions could support higher prices, and why investors should pay close attention to the food trade as weather patterns and global supply concerns continue to evolve.
The conversation also explores Robinhood's technical setup, BlackBerry's surprising comeback, Netflix's next key levels, the growing role of stablecoins, and why silver may offer a more compelling opportunity than gold right now.
Topics include:
• Has crude oil finally reached a bottom?
• Why food commodities could become a major trade
• Robinhood's next potential entry point
• BlackBerry's surprising resurgence
• Netflix support and resistance levels
• Stablecoins, PayPal, and Circle opportunities
• Why Mish prefers silver over gold
• What the bond market is signaling about the economy
• Consumer spending and "Granny Retail"
• Key market levels investors should be watching
As investors search for opportunities beyond AI and technology stocks, Mish outlines where she sees value emerging across commodities, financial assets, and the broader market.
Don't miss this insightful discussion on the trends shaping the second half of 2026.
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.
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.