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Where do investors go when markets are strong — but uncertainty hasn’t gone away?
On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Haworth, Senior Vice President and Senior Investment Strategist at U.S. Bank, for a fast-paced discussion on how to position portfolios in a market that’s expanding beyond the usual leaders.
Rob explains why his team remains constructive on equities, expecting a fourth straight year of growth, while emphasizing selectivity as leadership broadens beyond mega-cap tech.
Key themes from the conversation:
📈 A broadening rally — AI-driven earnings growth spreading to healthcare, utilities, small caps, and global markets
With policy uncertainty, election-year volatility, and shifting sector leadership, Rob lays out a disciplined, diversified strategy for navigating what’s next.
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Is this market rally built on stronger ground than investors think?
On this episode of The Money Path, host Todd M. Schoenberger is joined by Sam Stovall, Chief Investment Strategist at CFRA Research, for a data-driven breakdown of why the recent market strength may be more than just a bounce.
After a 4% surge in the S&P Tech sector, valuations have shifted dramatically — from a 62% premium vs. the 20-year average P/E last fall to just 27% today, and now trading at an 8% discount vs. the 5-year lookback. With tech earnings projected to grow 30% in 2026 and another 20% in 2027, Sam explains why upside may still exist.
The conversation also explores:
📊 Broadening market participation — 72% of sub-industries above key moving averages
From valuations to earnings to economic data, this episode delivers a clear framework for navigating today’s market crosscurrents.
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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Money Path, host Todd M. Schoenberger is joined by Adil Sener, Partner at PEI Global, for a deep dive into the massive structural transformation underway in global energy infrastructure.
Adil explains why the U.S. power system is facing a once-in-a-century buildout, with electricity demand set to rise by the equivalent of an entire major European economy over the next five years. The conversation reveals how AI, data centers, and industrial reshoring are reshaping capital flows, project development timelines, and investment strategy.
Key insights from the episode:
• How PEI Global advises developers, sponsors, and capital providers on power, energy, and infrastructure transactions
Energy is no longer just a utility story — it’s the backbone of economic growth, technological expansion, and global competitiveness.
This episode delivers a clear framework for understanding where capital, policy, and infrastructure investment are heading 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.
Where do investors go when markets are strong — but uncertainty hasn’t gone away?
On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Haworth, Senior Vice President and Senior Investment Strategist at U.S. Bank, for a fast-paced discussion on how to position portfolios in a market that’s expanding beyond the usual leaders.
Rob explains why his team remains constructive on equities, expecting a fourth straight year of growth, while emphasizing selectivity as leadership broadens beyond mega-cap tech.
Key themes from the conversation:
📈 A broadening rally — AI-driven earnings growth spreading to healthcare, utilities, small caps, and global markets
With policy uncertainty, election-year volatility, and shifting sector leadership, Rob lays out a disciplined, diversified strategy for navigating 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 this market rally built on stronger ground than investors think?
On this episode of The Money Path, host Todd M. Schoenberger is joined by Sam Stovall, Chief Investment Strategist at CFRA Research, for a data-driven breakdown of why the recent market strength may be more than just a bounce.
After a 4% surge in the S&P Tech sector, valuations have shifted dramatically — from a 62% premium vs. the 20-year average P/E last fall to just 27% today, and now trading at an 8% discount vs. the 5-year lookback. With tech earnings projected to grow 30% in 2026 and another 20% in 2027, Sam explains why upside may still exist.
The conversation also explores:
📊 Broadening market participation — 72% of sub-industries above key moving averages
From valuations to earnings to economic data, this episode delivers a clear framework for navigating today’s market crosscurrents.
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.
In this The Money Path clip, expert strategist Ryan Detrick gives a playful — yet data-informed — twist on the classic Super Bowl Indicator just days before Super Bowl Sunday between the Seattle Seahawks and the New England Patriots.
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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Markets are swinging, metals are sliding, and Fed speculation is back in focus — but beneath the noise, structural opportunity may be building.
On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Rhys Williams, CIO of Wayve Capital, for a deep dive into how AI adoption, shifting job market dynamics, and uncertainty around Federal Reserve leadership are shaping today’s investment landscape.
Rhys explains why AI is being adopted faster than any technology cycle in history, how data center capex and automation could reshape employment trends, and why dominant mega-cap tech names may still offer compelling long-term value despite short-term rotation into smaller stocks.
The conversation also tackles:
• The delayed jobs report and what it really signals about labor markets
• Why Fed independence matters for bonds, inflation, and capital markets
• How potential leadership changes at the Fed could affect asset prices
• The sharp sell-off in gold, silver, and copper — and what it means
• Trading strategies for navigating algorithm-driven volatility
• Why bonds remain range-bound unless recession risks rise
In a week of market whiplash, this episode delivers perspective on risk, resilience, and where disciplined investors may find the next edge.
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Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent.
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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Markets are swinging, metals are sliding, and Fed speculation is back in focus — but beneath the noise, structural opportunity may be building.
On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Rhys Williams, CIO of Wayve Capital, for a deep dive into how AI adoption, shifting job market dynamics, and uncertainty around Federal Reserve leadership are shaping today’s investment landscape.
Rhys explains why AI is being adopted faster than any technology cycle in history, how data center capex and automation could reshape employment trends, and why dominant mega-cap tech names may still offer compelling long-term value despite short-term rotation into smaller stocks.
The conversation also tackles:
In a week of market whiplash, this episode delivers perspective on risk, resilience, and where disciplined investors may find the next edge.
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.
Super Bowl betting isn’t just about the final score — it’s a full-scale entertainment economy. On this edition of BTT’s Business Minute, host Todd M. Schoenberger welcomes Las Vegas professional handicapper Richard Frazier for a look inside the fast-growing world of Super Bowl prop bets.
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.
Super Bowl betting isn’t just about the final score — it’s a full-scale entertainment economy. On this edition of BTT’s Business Minute, host Todd M. Schoenberger welcomes Las Vegas professional handicapper Richard Frazier for a look inside the fast-growing world of Super Bowl prop bets.
From the most popular wager in America — the coin toss — to unconventional bets tied to MVP speeches, pop culture moments, and game-day storylines, Richard explains how sportsbooks turn entertainment into high-margin betting markets. He also shares insights into player performance props, shifting bettor behavior, and why novelty bets are becoming a major driver of sportsbook engagement.
As wagering evolves beyond traditional spreads and totals, this segment reveals how the Super Bowl has become a unique financial event where sports, culture, and betting psychology collide.
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.
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