Biz Talk Today TV

Is Wall Street sitting on an AI-fueled market bubble—or can the rally keep running?

On this episode of Keith’s Corner, host Todd M. Schoenberger, CEO of CrossCheck Media Inc., welcomes back Keith Schneider, CEO and Co-Founder of MarketGauge.com, for a deep dive into the risks building beneath the market as investors head into the fourth quarter.

Schneider unveils a new proprietary “bubble indicator” designed to help distinguish between a market that merely looks expensive and one where conditions may be moving closer to a genuine breaking point. He stresses an important distinction: markets can remain in bubble territory for extended periods, making timing and risk management critical.

The conversation turns to the enormous investment and debt financing behind America's AI infrastructure buildout. Schneider argues that debt alone doesn't tell the whole story—the critical question is whether that spending ultimately produces enough earnings and productivity to justify and service it. He identifies weakening forward expectations from leading technology companies as one potential catalyst investors should watch.

There are already cracks beneath the headline indexes. Schneider points out that while the S&P 500 and Nasdaq remain market leaders, participation underneath them is weak, saying only about 30% of S&P 500 stocks were above their 50-day moving average at the time of the discussion. If leadership in technology and the Nasdaq begins to fail as well, he says that could become an important warning signal.

Also on the radar: the 10-year Treasury near 5%, rapidly rising interest rates, housing pressures and whether AI itself could ultimately generate the productivity gains needed to justify today's enormous investment. Schneider also identifies biotechnology as an area potentially benefiting from the AI revolution, particularly as AI and semiconductor advances accelerate drug discovery, research and analysis.

Is this another 1999—or can AI productivity keep the bull market alive? Keith Schneider breaks down the signals that could answer that question.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📢 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. 

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 Los Angeles Chargers are 0-2, their offense has struggled, and now they head into Buffalo for one of the toughest spots on their schedule. So why is Jo Madden looking at the Chargers +7?

In this Madden On The Line clip, Madden—Vice President of Sports Gaming Media at CrossCheck Media Inc.—breaks down an against-the-spread trend involving 0-2 teams entering Week 3, and explains why an ugly bet can sometimes be exactly where the value is hiding.

Jo examines the problems surrounding the Chargers offense, including Justin Herbert, Mike McDaniel’s system, the offensive line and the passing game, before revealing how she’s approaching the matchup with Buffalo.

Her angle doesn’t stop with Los Angeles. Jo sees a scenario where Chargers +7 and Buffalo’s team total over 29.5 could both cash, while also targeting Josh Allen over 1.5 passing touchdowns and examining his rushing upside.

The Chargers may be difficult to trust—but that doesn’t necessarily mean they’re impossible to bet.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📢 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. 

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.

Nobody wants to bet Jacksonville after last week—and Jo Madden says that’s exactly what makes this spot interesting.

In this clip from Madden On The Line, Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media Inc., breaks down New England at Jacksonville with the Jaguars sitting around a 3-point favorite.

After Jacksonville's disappointing performance against Denver, Jo warns bettors against one of the biggest psychological traps in sports betting: letting last week's result dictate this week's handicap.

Her approach is clear: Jacksonville -3.

Jo expects a strong bounce-back performance from the Jaguars and believes they can put significant pressure on New England. She's also pairing that view with a player prop, targeting Parker Washington Over 61.5 receiving yards and even pointing to his potential to find the end zone.

Her reasoning comes down to Jacksonville's passing attack, Trevor Lawrence's ability to push the football downfield, and her concerns about the Patriots secondary.

The bigger lesson?

The best bet doesn't always have to feel comfortable.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📢 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. 

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.

New quarterback. New number. New handicap.

In this short clip from Madden On The Line, host Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media Inc., explains why the quarterback change for the New York Giants completely resets her approach to their Week 3 matchup against the Tennessee Titans.

With Jackson Dart out for the season according to the information discussed in the episode and Jameis Winston taking over the starting role, Jo says bettors should forget their original assumptions about the matchup. The market has already reacted dramatically, with the total dropping into the high 30s.

Jo's lean is toward Under 39.5, but there's a problem: the best value may already be gone.

Rather than chasing a total after such a significant move, Jo says she's staying away from both the Under and Over. She also isn't rushing to bet the side, given Tennessee's offensive struggles and the uncertainty surrounding what the Giants offense will look like with a different quarterback.

Instead, she's turning to the player-prop market.

Jo highlights Cam Scataboo's rushing yards, expecting the Giants to lean heavily on their running game and put Winston in a position to hand the football off against Tennessee.

The broader betting lesson is one Jo continues to emphasize throughout Week 3:

When the information changes, the handicap changes. Don't chase yesterday's number.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📢 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. 

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 biggest opportunities in artificial intelligence may no longer be confined to software.

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ sits down with Zenetta Burger, Partner and Head of U.S. Investments at Giant Ventures, for a wide-ranging look at where venture capital is finding the next generation of AI opportunities. Burger says Giant Ventures believes the industry has barely “scratched the surface” of what AI can make possible—from new materials and energy technologies to drug discovery and agriculture.

But what separates a transformative startup from another AI pitch deck? Burger explains that Giant looks for big, bold ideas, highly technical founders and entrepreneurs with what she calls an “irrationally ambitious” drive to build something capable of defining the future. The firm is willing to invest extremely early—even when an entrepreneur has little more than an idea—and can evaluate those investments over a 10-year horizon.

The conversation then moves into one of the AI boom’s biggest physical constraints: energy. Burger calls the race to bring power online the “eye of Sauron” of Giant’s efforts, arguing that the demand for AI compute could fundamentally reshape energy systems. She discusses the importance of speed to power, nuclear technology, small modular reactors, battery storage and the technologies racing to supply data centers with dependable energy.

And then there are the chips. Burger reveals that Giant recently invested in a chip company whose technology she says is 37 times more energy efficient at the low end than other chips on the market. She also highlights Cusp AI and the potential for artificial intelligence to discover entirely new materials that could transform manufacturing and sustainability.

Healthcare could be another enormous frontier. Burger discusses AI-assisted drug development, personalized oncology and technology that can analyze medical records and insurance denials to help patients fight for continued access to medications.

The conversation also tackles China and critical minerals, supply-chain risk, AI regulation, competition between startups and technology giants, and the tension between moving fast and developing AI responsibly. Burger argues that the U.S. needs more critical-mineral capacity while emphasizing that Giant looks for businesses capable of succeeding regardless of political developments.

And perhaps the biggest surprise comes from agriculture: Burger describes a portfolio company using AI-powered robots and lasers to distinguish weeds from crops, reducing dependence on herbicides while potentially improving crop yields.

The message from Giant Ventures: AI may be entering a much bigger phase—one where intelligence moves beyond the screen and begins reshaping the physical economy.

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📢 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. 

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.

One half-point can completely change a bet.

In this short clip from Madden On The Line, host Jo Madden, Vice President of Sports Gaming Media at CrossCheck Media Inc., breaks down the Carolina Panthers vs. Cleveland Browns matchup and explains why getting the right number matters.

Jo liked Cleveland +3, but that number has disappeared with Carolina sitting around a 2.5-point favorite. If you grabbed the Browns at +3, Jo says you've secured valuable closing line value if the market closes at Carolina −2.5.

But should bettors who missed +3 simply take Cleveland +2.5?

Jo says no.

Her reasoning comes down to one of football betting's most important key numbers: 3. With Cleveland +3, a Carolina victory by a field goal results in a push. At +2.5, that same outcome becomes a losing ticket.

Jo still sees reasons to like Cleveland at home, particularly if the Browns defense can contain Bryce Young and the Panthers offense. But she refuses to sacrifice the number simply because she liked the original bet.

The lesson: Don't chase yesterday's line. If the number disappears, sometimes the best bet is to wait.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📢 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. 

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.

Everybody wants the Kansas City Chiefs. Jo Madden is looking the other way.

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 the Federal Reserve fighting the wrong battle?

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ sits down with Scott Zelniker, Partner and Executive Managing Director–Wealth Management at Zelniker Dorfman Private Wealth, for a wide-ranging conversation about interest rates, the consumer, government debt, housing, artificial intelligence, semiconductors—and why he believes investors should become more prudent after years of powerful market gains.

Zelniker challenges the conventional inflation narrative. While headline employment numbers may look strong, he says conversations with business owners and clients tell a different story: conditions are getting tighter for companies and consumers. His argument is that today's oil-driven inflation pressure is fundamentally a supply shock, meaning higher interest rates may do little to solve the underlying problem while simultaneously increasing pressure from mortgages, credit cards and other borrowing costs.

The discussion then turns to America's roughly $40 trillion national debt. Zelniker argues that investors may be focusing too heavily on the headline debt number and not enough on something potentially more important: the cost of servicing it. He also explains why he believes lower short-term rates could increase demand for longer-duration Treasury securities and help create a steeper yield curve.

But his most provocative investment thesis may involve technology.

Zelniker says he's “not an AI guy as much as I'm a semiconductor guy.” His argument: investors have narrowed the semiconductor story too much around artificial intelligence. Whatever the next stage of the global economy becomes—AI, automobiles, defense, travel, communications or something investors haven't identified yet—semiconductor chips will remain embedded throughout it.

That doesn't mean chasing everything connected to AI. Zelniker favors profitable businesses with strong balance sheets and expresses concern about companies taking on significant debt without generating profits.

He also explains why his firm has allowed cash to build to roughly 10%–15% across client accounts instead of automatically reinvesting every maturity and dividend—and reveals the market signal he's watching before becoming more aggressive: the VIX. Zelniker says he wants to see genuine fear enter the market and points to a VIX above 30 as a level that gets his attention for putting capital back to work.

Plus: why 7% mortgages haven't crushed housing, how low-rate mortgages have effectively trapped existing homeowners, whether America can avoid stagflation, why data centers aren't going away, and what today's complacent market could mean for investors.

The big question: Is this the time to keep chasing the bull market—or build dry powder for the next real opportunity?

🔗 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. 

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.

Wall Street may be climbing, but underneath the rally, interest rates, AI spending, consumer stress and enormous capital expenditures are creating one of the most unusual investment environments in years.

On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Wayve Capital CEO Joe Besecker and CIO Rhys Williams for a wide-ranging discussion about where the economy and financial markets could go next.

Besecker zeroes in on one of his biggest concerns: the rapid rise in Treasury yields. He argues that history shows sharp moves in the 10-year yield have often preceded periods of financial stress, from previous market disruptions to the 2023 regional-bank turmoil. His concern isn't necessarily that another crisis is inevitable—but that higher rates are increasing pressure throughout the financial system.

For households and small businesses, the consequences are already much more tangible. Besecker points to housing, construction and borrowing costs as areas feeling the pressure, while noting that massive AI infrastructure projects may be far less sensitive to incremental changes in interest rates.

Williams sees an American economy increasingly divided between those benefiting from asset appreciation and those struggling with higher everyday costs. He argues that the upper portion of consumers remains in relatively strong shape, while the bottom half faces much greater pressure. More importantly, Williams believes the current expansion is unusual because it is increasingly capital-spending driven rather than consumer driven.

Then comes the biggest Wall Street question: Can the AI investment boom survive higher rates?

Williams argues that AI infrastructure spending can continue because the economics are ultimately about the returns companies can generate from scarce computing capacity. He points to strong demand even for older generations of Nvidia chips as evidence of a compute-constrained environment and says companies are likely to keep “feeding the beast” as long as those economics persist.

The conversation also examines the U.S.-China relationship, critical minerals and America's dependence on global supply chains. Besecker argues that the United States needs a better balance between global sourcing and domestic production, while Williams notes that developing new domestic mineral capacity can take years—meaning the relationship with China remains economically important in the meantime.

Are 5% yields the market's next breaking point—or can the AI capital-spending boom overpower the pressure coming from higher rates? Besecker and Williams break down the risks, opportunities and signals investors should be watching now.

🔗 Website: https://biztalktodaytv.com 

📧 Contact on Email: [email protected] 

📢 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. 

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.

America’s battery supply chain has become a national-security, economic and technology story—and the United States is racing to reduce vulnerabilities built up over decades.

On this episode of ⁠Power Hour⁠, host ⁠Todd M. Schoenberger⁠, CEO of ⁠CrossCheck Media Inc⁠., sits down with Steve Christensen, Executive Director of the Responsible Battery Coalition, for a deep dive into Project Vault, critical minerals, China and the future of America’s battery supply chain.

Christensen explains how Project Vault differs from a traditional government stockpile. Manufacturers identify which critical materials they need, while the system works with participating suppliers to secure those materials and provide greater stability during potential disruptions. He also discusses the billion-dollar participation announced by Glencore and Mercuria and why he believes the initiative can help insulate U.S. manufacturers from sudden supply shocks. Power Hour featuring Steve Chri… Power Hour featuring Steve Chri…

But Christensen argues that mining alone isn't enough. America also needs domestic processing and refining capacity. As he explains, raw materials extracted in the United States can still ultimately depend on China if America lacks the capability to transform those materials into usable industrial inputs. Power Hour featuring Steve Chri…

The conversation also examines antimony, lithium, cobalt and graphite, the importance of battery recycling and circular supply chains, and the potential consequences for automobiles, defense, energy infrastructure and AI data centers if geopolitical tensions disrupt access to critical materials. Christensen specifically warns that greater U.S. dependence on battery-intensive data-center infrastructure could create another strategic vulnerability if key portions of the supply chain remain tied to China. Power Hour featuring Steve Chri… Power Hour featuring Steve Chri…

From the battery starting your car to the backup power supporting the AI revolution, this episode explores a question increasingly important to American industry:

Who controls the materials that power the modern economy?

🔗 Website: ⁠https://biztalktodaytv.com⁠ 

📧 Contact on Email: ⁠[email protected]⁠ 

📢 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. 

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.