Biz Talk Today TV

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.

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Do founder-led companies really outperform the market?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Michael Monaghan of Founders Fund and the Founder ETF to discuss why companies led by their original founders often generate stronger long-term returns than their peers.

As markets grapple with volatility and technology stocks face renewed pressure, Michael explains why founder-led businesses frequently recover faster during market dislocations and how visionary leaders such as Elon Musk have created extraordinary shareholder value through relentless execution, long-term thinking, and superior capital allocation.

The discussion covers SpaceX's growing influence, the investment case for founder-led companies, the methodology behind the Founder ETF, and why Wall Street continues to underestimate businesses driven by entrepreneurial leadership.

Topics include:

• Why founder-led companies have outperformed the S&P 500 over decades

• SpaceX's valuation, secondary market demand, and future opportunities

• Elon Musk's leadership style and founder advantage

• Why founders recover faster during market sell-offs

• The Founder ETF's investment process and portfolio construction

• Palantir, Salesforce, and software opportunities

• Long-term investing during market volatility

• Why Wall Street often misunderstands visionary founders

• Capital allocation, execution, and founder-led value creation

If the future belongs to founders, investors may want to pay close attention to where the next generation of market leaders is emerging.

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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.

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Is Bitcoin entering its next phase of institutional adoption?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Sean Bill, Co-Founder and Chief Investment Officer of Bitcoin Standard Treasury Company (BSTR), for a deep dive into how Wall Street is beginning to rethink Bitcoin as a financial asset.

Sean explains why BSTR was created to accelerate Bitcoin's financialization, increase Bitcoin per share for shareholders, and bring innovative Bitcoin investment structures directly to institutional and public-market investors.

Topics include:

• Why Bitcoin is still early in its institutional adoption cycle• How BSTR plans to increase Bitcoin per share over time• The evolution of Bitcoin treasury companies• Why BlackRock's IBIT ETF changed the game for institutional investors• The future of pension fund adoption of Bitcoin• Regulatory clarity and its impact on Bitcoin demand• Bitcoin as collateral and why Wall Street may be valuing it incorrectly• The similarities between Berkshire Hathaway's model and BSTR's long-term vision• How Bitcoin could evolve into a core financial asset class

Sean also shares his experience as one of the first investment professionals to place Bitcoin on a U.S. pension fund balance sheet and explains why he believes Bitcoin's biggest opportunity may still lie ahead.

If Bitcoin truly is coming to Wall Street, this is a conversation investors won't want to miss.

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.

Do founder-led companies really outperform the market?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Michael Monaghan of Founders Fund and the Founder ETF to discuss why companies led by their original founders often generate stronger long-term returns than their peers.

As markets grapple with volatility and technology stocks face renewed pressure, Michael explains why founder-led businesses frequently recover faster during market dislocations and how visionary leaders such as Elon Musk have created extraordinary shareholder value through relentless execution, long-term thinking, and superior capital allocation.

The discussion covers SpaceX's growing influence, the investment case for founder-led companies, the methodology behind the Founder ETF, and why Wall Street continues to underestimate businesses driven by entrepreneurial leadership.

Topics include:

• Why founder-led companies have outperformed the S&P 500 over decades
• SpaceX's valuation, secondary market demand, and future opportunities
• Elon Musk's leadership style and founder advantage
• Why founders recover faster during market sell-offs
• The Founder ETF's investment process and portfolio construction
• Palantir, Salesforce, and software opportunities
• Long-term investing during market volatility
• Why Wall Street often misunderstands visionary founders
• Capital allocation, execution, and founder-led value creation

If the future belongs to founders, investors may want to pay close attention to where the next generation of market leaders is emerging.

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 underestimating geopolitical risk?

On this episode of ⁠Keith's Corner⁠, host Todd M. Schoenberger sits down with Keith Schneider, CEO and Co-Founder of MarketGauge.com, to analyze the biggest forces driving markets right now—from Federal Reserve policy and inflation expectations to escalating tensions in the Middle East and their potential impact on oil, equities, and investor sentiment.

Keith explains why today's Federal Reserve may be operating more like the Alan Greenspan era, allowing market conditions to influence policy decisions rather than telegraphing every move in advance. He also discusses why the market's reaction to energy prices, geopolitical developments, and key earnings reports could determine the next major move for stocks.

Topics include:

• The Kevin Warsh Fed and what investors may be missing

• Why energy prices remain the key inflation variable

• Middle East tensions and the potential impact on oil markets

• What happens if diplomacy with Iran breaks down

• Why Israel's market could be signaling broader global risks

• Critical technical levels investors should be watching

• FedEx earnings as a potential economic bellwether

• Market internals, sentiment, and the risk of a correction

As uncertainty rises across global markets, Keith provides his trademark technical and macroeconomic perspective to help investors navigate what's 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.

Is Bitcoin entering its next phase of institutional adoption?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Sean Bill, Co-Founder and Chief Investment Officer of Bitcoin Standard Treasury Company (BSTR), for a deep dive into how Wall Street is beginning to rethink Bitcoin as a financial asset.

Sean explains why BSTR was created to accelerate Bitcoin's financialization, increase Bitcoin per share for shareholders, and bring innovative Bitcoin investment structures directly to institutional and public-market investors.

Topics include:

• Why Bitcoin is still early in its institutional adoption cycle
• How BSTR plans to increase Bitcoin per share over time
• The evolution of Bitcoin treasury companies
• Why BlackRock's IBIT ETF changed the game for institutional investors
• The future of pension fund adoption of Bitcoin
• Regulatory clarity and its impact on Bitcoin demand
• Bitcoin as collateral and why Wall Street may be valuing it incorrectly
• The similarities between Berkshire Hathaway's model and BSTR's long-term vision
• How Bitcoin could evolve into a core financial asset class

Sean also shares his experience as one of the first investment professionals to place Bitcoin on a U.S. pension fund balance sheet and explains why he believes Bitcoin's biggest opportunity may still lie ahead.

If Bitcoin truly is coming to Wall Street, this is a conversation investors won't want to miss.

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 underestimating geopolitical risk?

On this episode of Keith's Corner, host Todd M. Schoenberger sits down with Keith Schneider, CEO and Co-Founder of MarketGauge.com, to analyze the biggest forces driving markets right now—from Federal Reserve policy and inflation expectations to escalating tensions in the Middle East and their potential impact on oil, equities, and investor sentiment.

Keith explains why today's Federal Reserve may be operating more like the Alan Greenspan era, allowing market conditions to influence policy decisions rather than telegraphing every move in advance. He also discusses why the market's reaction to energy prices, geopolitical developments, and key earnings reports could determine the next major move for stocks.

Topics include:

• The Kevin Warsh Fed and what investors may be missing
• Why energy prices remain the key inflation variable
• Middle East tensions and the potential impact on oil markets
• What happens if diplomacy with Iran breaks down
• Why Israel's market could be signaling broader global risks
• Critical technical levels investors should be watching
• FedEx earnings as a potential economic bellwether
• Market internals, sentiment, and the risk of a correction

As uncertainty rises across global markets, Keith provides his trademark technical and macroeconomic perspective to help investors navigate what's 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.

What if your airline miles, hotel points, and retail rewards are part of a staggering $500 billion stockpile of unredeemed loyalty points?

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Did Wall Street overreact to Kevin Warsh's first Federal Reserve press conference?

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