Biz Talk Today TV

In this edition of Financial Compass, host Todd M. Schoenberger and guest Mish Schneider, Chief Strategist at MarketGauge.com and founder of the Economic Modern Family YouTube channel, dissect today’s most important market signals. From the steepening yield curve and implications of Kevin Warsh’s potential Fed chair appointment to volatility in gold, silver, and Bitcoin, Mish unpacks what traders and investors need to know now. They also explore emerging opportunities in equities, energy, and commodities — all within the context of shifting monetary expectations and macro trends. Tune in for actionable perspective on markets navigating uncertainty and risk.

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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Three Rate Cuts, Fed Reform, and the End of Hawkish OrthodoxyJay Hatfield on Powell, Inflation, and the Next Monetary Regime

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with investment strategist Jay Hatfield for a wide-ranging, no-holds-barred discussion on the future of U.S. monetary policy, inflation, and market leadership.

Jay challenges Jerome Powell’s hawkish legacy, predicts three Federal Reserve rate cuts this year, and explains why falling inflation—and political pressure—may force a major shift at the Fed. He breaks down why the Fed’s balance sheet is not the driver of rates, why fears of U.S. reserve currency decline are overblown, and how tighter global bond spreads reinforce American exceptionalism.

The conversation dives deep into:

A potential Fed reform agenda, including new forecasting models and a more flexible inflation target

Why a Republican-leaning FOMC could usher in a supply-side monetary regime

What Powell’s eventual exit could mean for bonds, banks, and housing

Why value, income, small caps, pipelines, and financials are positioned to win in a rate-cut cycle

How deregulation and leadership changes could reignite investment banks and regional lenders

Jay also debunks long-standing inflation myths, reframes the lessons of the 1970s, and lays out a roadmap for a self-correcting economy that avoids both runaway inflation and deep recession.

If you want clarity on where rates, markets, and the Fed are really headed—this is an episode you don’t want to miss.

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Three Rate Cuts, Fed Reform, and the End of Hawkish Orthodoxy
Jay Hatfield on Powell, Inflation, and the Next Monetary Regime

On this episode of The Money Path, host Todd M. Schoenberger sits down with investment strategist Jay Hatfield for a wide-ranging, no-holds-barred discussion on the future of U.S. monetary policy, inflation, and market leadership.

Jay challenges Jerome Powell’s hawkish legacy, predicts three Federal Reserve rate cuts this year, and explains why falling inflation—and political pressure—may force a major shift at the Fed. He breaks down why the Fed’s balance sheet is not the driver of rates, why fears of U.S. reserve currency decline are overblown, and how tighter global bond spreads reinforce American exceptionalism.

The conversation dives deep into:

A potential Fed reform agenda, including new forecasting models and a more flexible inflation target

Why a Republican-leaning FOMC could usher in a supply-side monetary regime

What Powell’s eventual exit could mean for bonds, banks, and housing

Why value, income, small caps, pipelines, and financials are positioned to win in a rate-cut cycle

How deregulation and leadership changes could reignite investment banks and regional lenders

Jay also debunks long-standing inflation myths, reframes the lessons of the 1970s, and lays out a roadmap for a self-correcting economy that avoids both runaway inflation and deep recession.

If you want clarity on where rates, markets, and the Fed are really headed—this is an episode you don’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 the tech pullback a warning sign — or a buying opportunity?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Aquiles Larrea, Founder & CEO of Larrea Wealth Management, to break down the recent NASDAQ sell-off, sector rotation signals, and how smart investors should position portfolios now.

With AI stocks pulling back, mega-cap tech under pressure, and cyclicals starting to stir, Aquiles explains why volatility may actually favor disciplined buyers. He shares strategic insights on accumulating high-quality names like Microsoft, while also identifying opportunities in industrials such as Caterpillar and Boeing, financial technology plays like SoFi, and even hospitality leaders like Hilton.

The conversation also tackles portfolio construction in a shifting macro environment — including why metals exposure should stay limited, where sector leadership could rotate next, and how to think about risk as market leadership broadens.

Todd and Aquiles also address the Federal Reserve backdrop, discussing whether leadership changes at the Fed truly alter policy direction — and why investors should stay focused on fundamentals, not headlines.

If you’re wondering whether this market is flashing danger… or discount, this episode delivers actionable perspective on rotation, quality, and long-term positioning.

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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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Is the tech pullback a warning sign — or a buying opportunity?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Aquiles Larrea, Founder & CEO of Larrea Wealth Management, to break down the recent NASDAQ sell-off, sector rotation signals, and how smart investors should position portfolios now.

With AI stocks pulling back, mega-cap tech under pressure, and cyclicals starting to stir, Aquiles explains why volatility may actually favor disciplined buyers. He shares strategic insights on accumulating high-quality names like Microsoft, while also identifying opportunities in industrials such as Caterpillar and Boeing, financial technology plays like SoFi, and even hospitality leaders like Hilton.

The conversation also tackles portfolio construction in a shifting macro environment — including why metals exposure should stay limited, where sector leadership could rotate next, and how to think about risk as market leadership broadens.

Todd and Aquiles also address the Federal Reserve backdrop, discussing whether leadership changes at the Fed truly alter policy direction — and why investors should stay focused on fundamentals, not headlines.

If you’re wondering whether this market is flashing danger… or discount, this episode delivers actionable perspective on rotation, quality, and long-term positioning.

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.

Join ⁠Todd M. Schoenberger⁠ on The Money Path with special guest Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a data-driven breakdown of what markets are really signaling beneath the headlines.

Earnings season has started strong — but markets aren’t rewarding every beat. Mike explains why upside earnings surprises are being met with mixed price reactions and what that says about stretched valuations and rising expectations already priced into stocks.

📊 What we cover:

From equities and earnings to metals and macro policy, this episode translates complex market dynamics into clear, actionable insight for investors navigating volatility and valuation risk.

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Watch BTT on your favorite streaming platform — or go straight to YouTube, where everything’s just a click away.

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Join Todd M. Schoenberger on The Money Path with special guest Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a data-driven breakdown of what markets are really signaling beneath the headlines.

Earnings season has started strong — but markets aren’t rewarding every beat. Mike explains why upside earnings surprises are being met with mixed price reactions and what that says about stretched valuations and rising expectations already priced into stocks.

📊 What we cover:

From equities and earnings to metals and macro policy, this episode translates complex market dynamics into clear, actionable insight for investors navigating volatility and valuation risk.

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.

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ is joined by ⁠Ryan Detrick⁠, Chief Market Strategist at ⁠Carson Group⁠, for a wide-ranging discussion on where markets stand — and where opportunity may lie next.

The conversation opens with the Federal Reserve and the appointment of Kevin Warsh, as Ryan examines how policy direction, rate cut expectations, and a 3% inflation environment shape Carson Group’s portfolio strategy. With Carson recently surpassing $55 billion in assets, Ryan shares how their team is positioning for continued economic resilience.

The discussion then turns to commodities, where gold and silver have made major moves. Ryan explains why he doesn’t believe the metals rally has peaked, the role of central bank demand, and how a weaker dollar could fuel further upside. He also points to potential “catch-up” opportunities in energy and other underperforming sectors, noting the outperformance of the S&P 500 equal weight index.

On earnings, Ryan highlights a strong start to the reporting season, with S&P 500 earnings up 12.8% year-over-year, and industrials surprising to the upside. Despite pockets of concern in software and staples, he sees the broader bull market remaining intact.

Todd and Ryan close by addressing market volatility, tariff impacts, and why pullbacks can create opportunity for long-term investors. Ryan also shares insights from his podcast, “Facts vs. Feelings,” reinforcing the theme that data — not emotion — should guide investment decisions.

This episode delivers a grounded, data-driven roadmap for navigating today’s markets across policy, commodities, earnings, and equities.

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