Treasury yields are surging, technology stocks are rotating, and Wall Street is questioning whether higher rates could finally derail the bull market. But Jay Hatfield isn’t backing away from his bullish outlook.

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, including the new $QVOL ETF, to break down what rising bond yields really mean for stocks.

With the 30-year Treasury moving above 5.3% and the 10-year hovering near 4.7%, Hatfield explains why he does not view higher yields as the market’s biggest threat. Instead, he argues that rates remain largely consistent with expected Fed policy and maintains a bullish S&P 500 base-case target of 8,100–8,400, with the potential for another rally in October and November.

Todd and Jay also examine the rotation away from parts of technology, whether financials and software could assume greater market leadership, why earnings remain the foundation of the bull case, and whether a 5% 10-year Treasury would actually change Jay’s outlook.

The conversation moves into small caps and AI, where Jay warns investors against blindly chasing speculative companies and emphasizes valuation and reasonable PEG ratios. He also discusses retail-investor participation, the outlook for major retailers, gold’s powerful momentum, political risks facing corporate America, and how QVOL is designed to approach today’s market.

Is Wall Street experiencing a routine bull-market reset—or is the bond market sending investors a warning they shouldn’t ignore? Jay Hatfield breaks down what he believes comes next.

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📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

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Wall Street has spent years chasing Nvidia, semiconductors, hyperscalers and the biggest names in artificial intelligence. But could the next phase of the AI investment boom be developing somewhere else entirely?

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ sits down with Drew Cupps, Portfolio Manager and Head of the 5Perspectives Growth Team at ⁠Polen Capital⁠, to examine the investment opportunities emerging behind the AI revolution.

Cupps argues that AI's enormous appetite for electricity is creating opportunities across small-cap industrials, power infrastructure and nuclear energy. As data centers demand reliable around-the-clock electricity, the companies supplying the physical infrastructure behind AI could become increasingly important beneficiaries of the buildout.

The conversation also looks beyond today's infrastructure boom. Cupps compares AI with the internet revolution of the 1990s, arguing that investors may eventually shift their attention from the companies supplying AI technology to the businesses that successfully apply AI across medicine, engineering, construction and other industries.

Todd and Drew also discuss the resurgence in small-cap growth stocks, why revenue growth and market-share gains matter in Drew's investment process, the impact of interest rates, and whether investors remain dangerously underallocated to smaller companies.

Plus, Drew explains why aerospace and space-related suppliers could offer another long-duration growth opportunity as commercial aviation backlogs and increasing rocket launches support demand.

Is the next great AI investment hiding beyond the mega-cap technology stocks everyone already owns? This episode of The Money Path goes further down the AI supply chain to find out.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Maryland’s congressional battle is heating up, and Berney Flowers says the final stretch will come down to trust, accountability and whether voters are ready for political change.

On this episode of Campaign Trail: The Road To Congress, host Todd M. Schoenberger sits down with Flowers, the Republican candidate seeking to represent Maryland’s 3rd Congressional District, for a wide-ranging conversation about the issues shaping his campaign.

Flowers makes his case for restricting congressional stock trading, arguing that tougher rules could help rebuild public trust and reduce concerns about lawmakers potentially benefiting from information unavailable to ordinary investors. He also discusses his support for voter-identification requirements and explains why election integrity has become a central part of his message.

The conversation then turns to Maryland politics, Gov. Wes Moore, the growing visibility of Democratic Socialists of America-backed candidates, campaign financing and Flowers’ criticism of his Democratic opponent. Flowers also argues that his military and national-security background provides voters with a clear contrast in the race.

Todd presses Flowers on the political realities of competing in heavily Democratic Maryland, the attacks likely to intensify before the November 3 election, and whether his campaign can convert online attention and grassroots enthusiasm into actual votes.

The episode also addresses the Key Bridge, Flowers’ call for action rather than political finger-pointing, and his campaign’s strategy for the closing weeks of one of Maryland’s closely watched congressional contests.

Can Flowers turn momentum into votes—and disrupt Maryland’s political status quo?

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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The NFL preseason is finally giving bettors and fans something real to analyze—but which signals matter and which are just August noise?

On this episode of Madden On The Line, host Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media Inc., welcomes legendary Chicago sports personality and handicapper Mike North for a wide-ranging look at the 2026 NFL season.

The conversation starts in Chicago, where expectations surrounding the Bears, Caleb Williams and Ben Johnson are rising. North examines whether Chicago can build on last season, why the defense could become the bigger concern, and why the NFC North may be the toughest division in football.

Then the discussion goes league-wide: Joe Burrow's protection problems in Cincinnati, Aaron Rodgers and Pittsburgh, the Jets' continued struggles, Matthew Stafford and the Rams, Buffalo, Baltimore and the Super Bowl futures market.

But one team especially catches North's attention: Kansas City. With Patrick Mahomes motivated and the Chiefs sitting well outside the shortest Super Bowl prices discussed on the show, North explains why he believes Kansas City could be positioned for a major rebound.

Jo also breaks down what actually matters during preseason—player development, roster battles, injuries and emerging talent—while warning bettors against overreacting to meaningless August wins and losses.

Who should you buy before Week 1? Who is being overhyped? And where could the betting value be hiding before the rest of the market catches up?

This is Madden On The Line.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Stocks keep climbing even as Treasury yields remain elevated, federal debt approaches staggering levels, and multiple Hindenburg Omen signals flash beneath the surface. So why isn’t Wall Street cracking?

On this episode of Keith’s Corner, host Todd M. Schoenberger sits down with Keith Schneider, CEO and Co-Founder of MarketGauge, to break down the unusual disconnect between bonds, stocks and the broader macro picture.

Keith explains why price action continues to favor growth stocks, small caps, mid caps and semiconductors despite higher rates—and why his NQ3 trading model remains constructive. But the risks are building. Could rising yields eventually force investors out of U.S. equities? Could foreign markets become the next destination for global capital?

The conversation also moves beyond stocks. Oil, metals and soft commodities are pressing toward the upper ends of their ranges, potentially signaling renewed inflationary pressure and raising the possibility of a stagflationary environment. Keith remains bullish on oil, with both technical conditions and geopolitical risks supporting the trade.

And then there’s AI. Rather than viewing artificial intelligence as yesterday’s market story, Keith sees the technology continuing to create entirely new investment opportunities.

The big question: Are stocks correctly looking through the risks—or is the bond and commodity market sending a warning investors are ignoring?

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Wall Street has spent years chasing Nvidia, semiconductors, hyperscalers and the biggest names in artificial intelligence. But could the next phase of the AI investment boom be developing somewhere else entirely?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Drew Cupps, Portfolio Manager and Head of the 5Perspectives Growth Team at Polen Capital, to examine the investment opportunities emerging behind the AI revolution.

Cupps argues that AI's enormous appetite for electricity is creating opportunities across small-cap industrials, power infrastructure and nuclear energy. As data centers demand reliable around-the-clock electricity, the companies supplying the physical infrastructure behind AI could become increasingly important beneficiaries of the buildout.

The conversation also looks beyond today's infrastructure boom. Cupps compares AI with the internet revolution of the 1990s, arguing that investors may eventually shift their attention from the companies supplying AI technology to the businesses that successfully apply AI across medicine, engineering, construction and other industries.

Todd and Drew also discuss the resurgence in small-cap growth stocks, why revenue growth and market-share gains matter in Drew's investment process, the impact of interest rates, and whether investors remain dangerously underallocated to smaller companies.

Plus, Drew explains why aerospace and space-related suppliers could offer another long-duration growth opportunity as commercial aviation backlogs and increasing rocket launches support demand.

Is the next great AI investment hiding beyond the mega-cap technology stocks everyone already owns? This episode of The Money Path goes further down the AI supply chain to find out.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Maryland’s redistricting battle is getting increasingly contentious.

On Campaign Trail: The Road to Congress, Republican congressional candidate Berney Flowers, who is seeking to represent Maryland’s 3rd Congressional District, joins host Todd M. Schoenberger and delivers a sharp critique of efforts to redraw Maryland’s congressional map.

Flowers argues that the effort is designed to threaten Republican representation, particularly the seat held by Rep. Andy Harris, and calls the proposed changes an “ugly power grab.” He also raises concerns about election integrity, voter representation and whether Maryland’s heavily Democratic political landscape is driving the push for a new congressional map.

Why redraw the map? Who stands to gain? And could Maryland’s redistricting fight reshape the state’s congressional delegation?

This clip presents Flowers’ argument and the political stakes behind one of Maryland’s most consequential election battles.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Wall Street is sitting near record territory, earnings are surging, and investors keep waiting for the pullback that refuses to arrive. But could the biggest threat to the next phase of the bull market come from AI regulation?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Scott Ladner, Chief Investment Officer of Charlotte-based ⁠Horizon Investments⁠, for a wide-ranging conversation about what investors may be getting wrong about today's market.

Ladner challenges the assumption that record highs automatically mean stocks are due for a correction, arguing that markets tend to trend rather than simply mean-revert. With corporate earnings showing extraordinary strength, he explains why fundamentals — not just speculation — continue to support equities.

The conversation then turns to one of the most provocative questions facing technology investors: Could artificial intelligence eventually be treated as a public good and regulated more like a utility? Ladner explains why such a regulatory framework could dramatically alter the economics and valuations of AI leaders, including companies such as OpenAI and Anthropic.

Todd and Scott also examine the disconnect between booming technology earnings and stock-price performance, elevated Treasury yields, America's growing debt burden and why Ladner currently favors stocks over bonds.

And where does he see opportunity beyond the mega-cap giants? Ladner points toward industrials, healthcare and cyclical stocks as areas investors shouldn't overlook.

There may also be a warning hiding beneath Wall Street's calm exterior: complacency. With volatility unusually subdued, Ladner explains why investors could be increasingly vulnerable to an unexpected shock — and why September may prove more challenging than August.

Record highs. Explosive earnings. AI regulation. Bond yields. Market complacency. This is the investor conversation heading into the next phase of 2026.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Is Wall Street pouring too much money into artificial intelligence — and could the next market opportunity be hiding in stocks investors have abandoned?

On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Philadelphia-based ⁠Wayve Capital⁠, and CIO Rhys Williams for a wide-ranging conversation about the AI investment boom, market valuations, data-center financing, interest rates and where they see opportunities beyond the market’s hottest trade.

Besecker examines warnings from prominent investors including Michael Burry and Leon Cooperman, questioning whether the enormous concentration of capital flowing toward AI could eventually create dangerous market imbalances. But Besecker and Williams also explain why today's AI revolution is fundamentally different from the dot-com mania of 1999: AI already has significant economic applications, infrastructure demand and corporate spending behind it.

Williams breaks down the AI infrastructure opportunity across GPUs, electricity, data centers and the components required to build the next generation of computing capacity. The discussion also explores an increasingly important piece of the AI financing boom: data-center securitization — and what could happen if leverage grows and borrowers eventually begin defaulting.

But some of the most interesting opportunities may have little to do with AI.

Besecker highlights Lululemon, PayPal, Mercado Libre and Zoetis as companies worth watching while investors remain fixated on artificial intelligence. The team also examines whether Cisco's pullback could create an AI-infrastructure opportunity.

Then comes the macro warning: higher Treasury yields, rising leverage and expensive financing. Besecker isn't bearish, but he is cautious about what higher rates could mean if financial conditions continue tightening.

And because it's Wayve Wire, the conversation doesn't stop with Wall Street. The guys get into the Philadelphia Eagles, Baltimore Ravens and what's coming next: private equity's accelerating push into professional sports.

AI may still be the biggest investment story on Wall Street — but the next great trade may be the one everyone else is ignoring.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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Four games. Moving lines. Backup quarterbacks. Live-betting opportunities. Jo Madden is breaking down the NFL preseason board.

In this Madden On The Line Preseason Special Report, host Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media Inc., analyzes Jaguars-Saints, Rams-Chiefs, Eagles-Ravens and Cowboys-Seahawks, focusing on the personnel decisions, quarterback rotations and coaching tendencies that can matter more than conventional handicapping during the preseason.

🏈 Jaguars vs. Saints: With starting offensive personnel resting, conservative play-calling expected and the total already moving lower, Jo sees a case for Under 34.5.

🏈 Rams vs. Chiefs: Jo examines Kansas City’s scoring potential and sees an opportunity to attack the Chiefs team total, including a possible ladder strategy as the number moves higher.

🏈 Eagles vs. Ravens: This matchup creates one of Jo’s favorite potential live-betting setups. She looks for Philadelphia to start stronger before Baltimore’s young depth potentially creates an opportunity in the second half.

🏈 Cowboys vs. Seahawks: Jo expects more offense in the nightcap, backing the Over 37.5 while also making the case for Dallas with the points.

The biggest lesson? Preseason betting is different. Depth charts change, starters disappear quickly and the best opportunity may not exist until the game is underway.

Read the market. Bet the board.

Watch Madden On The Line on Biz Talk Today TV, with Jo Madden live Mondays and Thursdays at 3:00 p.m. ET.

Bet responsibly. Lines and odds can change.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📲 Download the Biz Talk Today TV app on Apple & Android devices. 

📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. 

Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. 

Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. 

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