Biz Talk Today TV

Are investors looking in the wrong places for the next big opportunity?

On this episode of ⁠Financial Compass⁠, host Todd M. Schoenberger welcomes Mish Schneider, Chief Strategist at MarketGauge.com and Founder of The Economic Modern Family YouTube channel, for a deep dive into the powerful market rotation unfolding beneath the surface of the stock market.

While semiconductors continue making new highs and dominating headlines, Mish explains why commodities—including copper, gold, silver, and natural gas—may offer some of the most compelling risk-reward opportunities heading into the second half of the year.

🔥 Key topics include:

• Why copper remains the "metal of electrification" and a critical AI infrastructure play

Mish also shares her unique "Economic Modern Family" framework for understanding the relationships between commodities, technology, transportation, regional banks, biotechnology, and consumer behavior—providing investors with a roadmap for navigating today's rapidly changing market environment.

If you're looking for actionable insights on commodities, AI infrastructure, precious metals, energy markets, and the broader economic outlook, this is a conversation you won't want to miss.

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A stronger-than-expected May Jobs Report has Wall Street rethinking everything.

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger sits down with Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, to analyze the latest economic data, rising geopolitical risks, and the future of AI investing.

📈 The U.S. economy added 172,000 jobs in May, but is strong employment actually bad news for investors? Could resilient labor markets keep the Federal Reserve sidelined—or even raise the risk of future rate hikes?

Meanwhile, escalating tensions in the Middle East and uncertainty surrounding the Strait of Hormuz have reignited concerns about higher oil prices, inflation, and the possibility of stagflation. The team examines what sustained energy shocks could mean for consumers, corporate earnings, and the broader economy.

💥 Key Topics Include:

• May Jobs Report: What 172,000 new jobs means for markets

• Could the Fed delay rate cuts—or raise rates again?

• Oil prices, Iran, and the Strait of Hormuz risk• Inflation, consumer spending, and economic resilience

• Is stagflation becoming a real threat?

• Why the AI investment cycle is still in its early innings

• NVIDIA vs. Micron: Which semiconductor story looks stronger?

• The future of tech investing after the "free money" era

• M&A opportunities across technology and AI infrastructure

• Market outlook for the second half of 2026

⚡ From jobs and inflation to energy markets, artificial intelligence, and Federal Reserve policy, this episode delivers the macroeconomic and investment insights investors need right now.

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Jo Madden delivers today's Madden On The Line Board Check with winning playoff insights from the Stanley Cup Finals and NBA Finals.

🏒 The Carolina Hurricanes storm back from a 2-0 deficit to defeat the Vegas Golden Knights 4-3 in overtime, cashing the OT bet and Vegas team total.

🏀 Plus, Jo breaks down NBA Finals Game 2 between the New York Knicks and San Antonio Spurs after New York stunned San Antonio in Game 1.

🔥 Featured Topics:

If there's money on the board, Jo Madden is on it.

Subscribe to Biz Talk Today TV for daily sports betting analysis, playoff picks, player props, and championship betting strategy.

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Is the world entering a new energy supercycle?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, to discuss the powerful forces reshaping global energy markets.

With oil inventories tightening, geopolitical tensions disrupting supply chains, and AI driving an unprecedented surge in electricity demand, Rob explains why energy may be one of the most important investment themes of the decade.

⚡ Key Topics Include:

• Why oil prices could remain elevated throughout the year

• OPEC's continuing role in balancing global energy markets

• The impact of the Strait of Hormuz disruptions on supply and pricing

• Why China, India, and the U.S. continue driving strong oil demand

• Natural gas as Rob's top energy investment opportunity

• The massive pricing gap between U.S., European, and Asian natural gas

• LNG export growth and the companies positioned to benefit

• Why "Electricity Is the New Oil" in the AI economy

• Nuclear energy opportunities and Tortoise's TNUK ETF

• How data centers, hyperscalers, and AI infrastructure are changing energy demand

• The outlook for utilities, pipelines, midstream infrastructure, and energy stocks

Rob also explains why natural gas, nuclear energy, and electricity infrastructure may become some of the most important long-term investment themes as AI spending accelerates into the trillions of dollars.

If you're an investor looking for opportunities in energy, AI infrastructure, LNG exports, utilities, pipelines, or nuclear power, this conversation is essential viewing.

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.

A stronger-than-expected May Jobs Report has Wall Street rethinking everything.

On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, to analyze the latest economic data, rising geopolitical risks, and the future of AI investing.

📈 The U.S. economy added 172,000 jobs in May, but is strong employment actually bad news for investors? Could resilient labor markets keep the Federal Reserve sidelined—or even raise the risk of future rate hikes?

Meanwhile, escalating tensions in the Middle East and uncertainty surrounding the Strait of Hormuz have reignited concerns about higher oil prices, inflation, and the possibility of stagflation. The team examines what sustained energy shocks could mean for consumers, corporate earnings, and the broader economy.

💥 Key Topics Include:

• May Jobs Report: What 172,000 new jobs means for markets
• Could the Fed delay rate cuts—or raise rates again?
• Oil prices, Iran, and the Strait of Hormuz risk
• Inflation, consumer spending, and economic resilience
• Is stagflation becoming a real threat?
• Why the AI investment cycle is still in its early innings
• NVIDIA vs. Micron: Which semiconductor story looks stronger?
• The future of tech investing after the "free money" era
• M&A opportunities across technology and AI infrastructure
• Market outlook for the second half of 2026

⚡ From jobs and inflation to energy markets, artificial intelligence, and Federal Reserve policy, this episode delivers the macroeconomic and investment insights investors need right now.

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.

The playoffs are delivering drama, chaos, and betting opportunities—and Jo Madden is breaking it all down on this episode of Madden On The Line.

🏀 The New York Knicks stunned the San Antonio Spurs in Game 1 of the NBA Finals, erasing a double-digit deficit and stealing home-court advantage behind another superstar performance from Jalen Brunson.

🏒 Meanwhile, the Stanley Cup Final is already heating up after the Vegas Golden Knights rallied from a multi-goal deficit to take Game 1 against the Carolina Hurricanes.

Joining Jo Madden is George Kurtz of SportsGrid, who shares his insights on Game 2, Stanley Cup betting angles, NHL futures, live betting opportunities, and where bettors should be looking for value.

✅ Knicks vs Spurs Game 1 reaction

From playoff hockey and basketball to baseball, horse racing, and NFL storylines, this episode covers everything sports bettors need to know heading into a huge weekend.

Hosted by Jo Madden, Vice President of Gaming Media at Biz Talk Today TV.

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 investors looking in the wrong places for the next big opportunity?

On this episode of Financial Compass, host Todd M. Schoenberger welcomes Mish Schneider, Chief Strategist at MarketGauge.com and Founder of The Economic Modern Family YouTube channel, for a deep dive into the powerful market rotation unfolding beneath the surface of the stock market.

While semiconductors continue making new highs and dominating headlines, Mish explains why commodities—including copper, gold, silver, and natural gas—may offer some of the most compelling risk-reward opportunities heading into the second half of the year.

🔥 Key topics include:

• Why copper remains the "metal of electrification" and a critical AI infrastructure play

Mish also shares her unique "Economic Modern Family" framework for understanding the relationships between commodities, technology, transportation, regional banks, biotechnology, and consumer behavior—providing investors with a roadmap for navigating today's rapidly changing market environment.

If you're looking for actionable insights on commodities, AI infrastructure, precious metals, energy markets, and the broader economic outlook, this is a conversation you 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 private credit becoming the next major risk hiding in plain sight?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Laks Ganapathi, Founder of Unicus Research, to discuss why investors may be underestimating the risks lurking inside today's booming private credit market.

As Wall Street continues pouring billions into private lending strategies, Laks delivers a sobering assessment of the asset class, arguing that many retail investors do not fully understand the tradeoffs they're making when investing in illiquid private credit funds.

💥 Key Topics Include:

• Why private credit may not be suitable for most retail investors

• The hidden dangers of redemption gates and limited liquidity

• Why investors should assume the fund's time horizon—not their own

• The growing credibility crisis facing the private credit industry

• How difficult it is to accurately value illiquid private loans

• The risks created by synthetic risk transfers and off-balance-sheet exposures

• Why banks continue moving risk away from traditional balance sheets

• The HSBC loss tied to private credit exposure and what it means for investors

• Mortgage fraud, valuation concerns, and growing transparency issues

• Why Laks believes even accredited investors should keep private credit exposure extremely limited

• What regulation, mark-to-market pricing, and transparency reforms could mean for the future of the industry

Laks also explains why private credit will likely remain a permanent asset class, but argues that greater transparency and investor protections are essential if confidence in the sector is to be restored.

If you're investing in private credit funds, alternative investments, private debt, BDCs, interval funds, or non-traded products, this is a conversation you cannot afford to miss.

📺 Watch now on Biz Talk Today TV.

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.

The NBA Finals are finally here — and Jo Madden is breaking down the best betting opportunities for Game 1 between the New York Knicks and San Antonio Spurs.

On today's Madden On The Line Board Check, Jo dives into the championship matchup, analyzes the series odds, highlights key player props, and reveals where the value may be hiding before tipoff.

🏀 Key Topics Include:

• New York Knicks vs San Antonio Spurs NBA Finals outlook

• Why Jo believes the Knicks may be undervalued at +160 to win the series

• Best Game 1 betting angles and live betting opportunities

• Knicks +4.5 and moneyline analysis

• Jalen Brunson double-double and assist prop opportunities

• Karl-Anthony Towns rebound ladder strategy

• Josh Hart double-double value play

• Victor Wembanyama rebounds, blocks, and three-point props

• De'Aaron Fox scoring outlook

• Over/Under breakdown for Game 1

• Series prediction and championship betting strategy

Can the veteran Knicks finally deliver a title to New York, or will Victor Wembanyama and the young Spurs continue their incredible playoff run?

Get the latest betting insights, player prop analysis, and NBA Finals strategy with Jo Madden on Biz Talk Today TV.

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 dramatically underestimating the next leg of the bull market?

On this episode of ⁠Hatfield Economics⁠, host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, to discuss why he believes the market is experiencing an earnings bubble—not a stock bubble.

Jay explains why rising corporate earnings estimates could justify an eventual S&P 500 target of 9,000, even as investors grapple with geopolitical tensions, elevated oil prices, and uncertainty surrounding the Strait of Hormuz.

📈 Key Topics Include:

• Why Jay believes the S&P 500 could eventually reach 9,000

• The difference between an earnings bubble and a stock bubble

• Why AI investment continues to drive economic growth

• Oil prices, inflation, and the outlook for interest rates

• Marvell's remarkable rally and the power of PEG ratio investing

• Oracle, Microsoft, and enterprise software opportunities

• Why Lockheed Martin remains a defensive winner

• The outlook for KKR, investment banks, and financial stocks

• SpaceX IPO valuation concerns and Elon Musk's "vaporware" projects

• How the new QVOL Nasdaq Income Fund seeks to generate income while outperforming the Nasdaq

Jay also shares his investment framework for identifying undervalued growth stocks, explains why certain high-profile companies may be overpriced, and discusses how investors can navigate uncertain markets while maintaining long-term upside exposure.

If you're looking for insight on stocks, AI, oil, SpaceX, market valuations, and the future of the economy, this is an episode you won't want to miss.

📺 Watch now on Biz Talk Today TV.

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.