Biz Talk Today TV

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.

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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.

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Is Wall Street ignoring the biggest risks hiding beneath record highs?

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger welcomes Rhys Williams, CIO of Wayve Capital, for a deep dive into the forces driving markets, technology, and the global economy.

As the S&P 500 pushes to new highs despite rising Treasury yields, Rhys explains why investors may be overlooking critical warning signs from the bond market. The discussion explores the next phase of the AI revolution, the future of Nvidia, Snowflake's AI breakthrough, and why only a handful of today's AI leaders may ultimately survive.

🚀 Key topics include:

• Is AI still in the early innings—or approaching peak hype?

• Nvidia, OpenAI, Anthropic & the battle for AI dominance

• SpaceX IPO speculation and its eye-popping valuation

• Why Snowflake, Palantir and ServiceNow are benefiting from Agentic AI

• The Mythos AI controversy and emerging security concerns

• Why Treasury yields and stock prices are sending conflicting signals

• Oil prices, the Strait of Hormuz and geopolitical risk

• Why Rhys believes rate cuts remain unlikely

• The growing impact of AI infrastructure spending

• June market outlook and what investors should watch next

From artificial intelligence and market valuations to interest rates, energy prices, and geopolitical uncertainty, this episode delivers a timely look at what could shape the next move for stocks.

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Did President Trump's Jones Act waiver actually lower gasoline prices—or did it create new risks for America's energy security and maritime industry?

On this episode of ⁠Power Hour⁠, host Todd M. Schoenberger sits down with Bill Doyle, CEO and Executive Director of the Dredging Contractors of America, former Commissioner of the Federal Maritime Commission, and former Executive Director of the Port of Baltimore.

Bill delivers a powerful assessment of the Jones Act waiver implemented during the Strait of Hormuz crisis, arguing that the policy has failed to reduce fuel prices while simultaneously harming American maritime companies, shipyards, and workers.

⚓ Key Topics Include:

• Why gasoline prices continued to rise despite the Jones Act waiver

• The growing role of foreign vessels in U.S. coastal shipping

• National security concerns surrounding Chinese-operated ships

• How the Jones Act supports American jobs and maritime independence

• The Francis Scott Key Bridge recovery and the strength of the U.S. maritime industry

• The future of U.S. shipbuilding and delayed billion-dollar investments

• LNG exports, energy infrastructure, and America's strategic advantage

• Why Bill Doyle believes the waiver should be ended immediately

As geopolitical tensions, energy prices, and supply chain security remain front-page issues, this conversation explores the critical connection between maritime policy, economic stability, and national security.

📺 Watch & LIsten now on Biz Talk Today TV.

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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.

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Did President Trump's Jones Act waiver actually lower gasoline prices—or did it create new risks for America's energy security and maritime industry?

On this episode of Power Hour, host Todd M. Schoenberger sits down with Bill Doyle, CEO and Executive Director of the Dredging Contractors of America, former Commissioner of the Federal Maritime Commission, and former Executive Director of the Port of Baltimore.

Bill delivers a powerful assessment of the Jones Act waiver implemented during the Strait of Hormuz crisis, arguing that the policy has failed to reduce fuel prices while simultaneously harming American maritime companies, shipyards, and workers.

⚓ Key Topics Include:

• Why gasoline prices continued to rise despite the Jones Act waiver

• The growing role of foreign vessels in U.S. coastal shipping

• National security concerns surrounding Chinese-operated ships

• How the Jones Act supports American jobs and maritime independence

• The Francis Scott Key Bridge recovery and the strength of the U.S. maritime industry

• The future of U.S. shipbuilding and delayed billion-dollar investments

• LNG exports, energy infrastructure, and America's strategic advantage

• Why Bill Doyle believes the waiver should be ended immediately

As geopolitical tensions, energy prices, and supply chain security remain front-page issues, this conversation explores the critical connection between maritime policy, economic stability, and national security.

📺 Watch & LIsten 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 sports world is on fire heading into June!

On today's episode of Madden On The Line, host Jo Madden, Vice President of Gaming Media at Biz Talk Today TV, welcomes NHL insider Jim Biringer from Full Press NHL to break down the biggest stories shaping the betting landscape.

🏈 NFL Bombshell

🏒 Stanley Cup Final Preview

🏀 NBA Finals

⚾ June Baseball Betting

🔥 Plus:

If you love sports, betting, futures markets, and championship analysis, this is an episode you don't want to miss.

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Has Wall Street become too obsessed with growth stocks while overlooking the companies that consistently outperform over the long run?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, for a wide-ranging discussion on market leadership, AI investing, emerging markets, interest rates, and what could become the next major risk for investors.

📈 Gina explains why semiconductors and AI-related growth stocks continue to dominate headlines, but argues that quality companies with strong return on equity (ROE) and return on invested capital (ROIC) remain the superior long-term investment strategy.

🚀 Key topics include:

• Has the AI trade become dangerously concentrated?

• Why quality investing continues to outperform over time• SpaceX, OpenAI & Anthropic IPO risks

• Small-cap stocks as a leading indicator for economic growth

• Why the Fed may be unable to cut rates• Inflation, oil prices & Middle East uncertainty

• Emerging markets trading at a steep discount to U.S. equities

• The future of monetary policy under potential new Fed leadership

• Could Wall Street be underestimating the risk of future rate hikes?

• What investors may regret ignoring over the next 12 months

💥 Gina also discusses why emerging markets could generate double-digit returns over the next five years and why investors should pay close attention to evolving Federal Reserve leadership and communication policies.

If you're looking for insights on AI stocks, market leadership, small caps, emerging markets, interest rates, and portfolio positioning for the second half of 2026, this is an episode you won't want to miss.

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What does it take to survive life’s toughest challenges and still outperform in one of the most competitive industries on Earth?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Shana Sissel, Founder & CEO of Banríon Capital Management, widely known as “The Queen of Alternatives,” to discuss her upcoming book Tough Minded, scheduled for release this November.

More than a memoir, Tough Minded blends powerful personal stories with practical investing lessons, revealing how resilience, intellectual curiosity, and independent thinking can become a competitive advantage in both life and markets.

💥 Key topics include:

• The story behind Tough Minded and why Shana decided to write it now

• Why you don't need a PhD, MBA, or Wall Street pedigree to become a successful investor

• How adversity helped shape her investment philosophy

• The overlooked value of resilience, self-awareness, and intellectual curiosity

• Contrarian investing and the courage to go against consensus

• Why identifying risk is one of the most important skills investors can develop

• The origin of her nickname, "The Queen of Alternatives"

• Long-short hedge funds, alternative investments, and current market opportunities

• Banríon's growth, strategic partnerships, and what's next for the firm

🎯 Whether you're an investor, entrepreneur, business leader, or someone navigating life's challenges, this conversation offers powerful lessons on overcoming adversity, managing risk, and building long-term success.

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The pressure is on as the San Antonio Spurs and Oklahoma City Thunder battle in a winner-take-all Game 7 with a trip to the NBA Finals on the line!

On today's Madden On The Line Board Check, Jo Madden breaks down the biggest betting opportunities, player props, futures markets, and playoff storylines across the NBA and NHL.

🏀 NBA PLAYOFFS

🏒 NHL PLAYOFFS

💰 Plus Jo's favorite bets, futures opportunities, and market reactions as the postseason races toward the championship round.

If there's money on the board... you know Jo Madden is on it!

📺 Madden On The Line airs LIVE every Monday and Thursday at 3:00 PM ET on Biz Talk Today TV.

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