Biz Talk Today TV

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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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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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

🔥 Subscribe to our YouTube channels and stay plugged into the conversations shaping business, markets, and money.

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.

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.

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

🔥 Subscribe to our YouTube channels and stay plugged into the conversations shaping business, markets, and money.

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 ⁠Wayve Wire⁠, host ⁠Todd M. Schoenberger⁠ is joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, CEO of Wayve Capital, for a timely breakdown of the recent market sell-off and a major shift at the Federal Reserve.

The panel discusses the appointment of Kevin Warsh as the new Fed Chairman, examining how his hard-money background could initially unsettle markets — and why his leadership may ultimately support lower interest rates. Rhys and Joe argue the sell-off was overdue and frame it as a necessary market reset rather than a structural breakdown.

The conversation turns to investment strategy, with insights on Apple’s earnings, rising memory chip costs, and why DRAM manufacturers like Micron may be positioned for upside. They also analyze volatility in software and cybersecurity stocks, pushing back on bearish reactions to strong growth in names like Microsoft, ServiceNow, and Palo Alto Networks. From metals to tech, policy to positioning, this episode offers a clear-eyed roadmap for navigating uncertainty and opportunity ahead.

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 Wayve Wire, host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, CEO of Wayve Capital, for a timely breakdown of the recent market sell-off and a major shift at the Federal Reserve.

The panel discusses the appointment of Kevin Warsh as the new Fed Chairman, examining how his hard-money background could initially unsettle markets — and why his leadership may ultimately support lower interest rates. Rhys and Joe argue the sell-off was overdue and frame it as a necessary market reset rather than a structural breakdown.

The conversation turns to investment strategy, with insights on Apple’s earnings, rising memory chip costs, and why DRAM manufacturers like Micron may be positioned for upside. They also analyze volatility in software and cybersecurity stocks, pushing back on bearish reactions to strong growth in names like Microsoft, ServiceNow, and Palo Alto Networks. From metals to tech, policy to positioning, this episode offers a clear-eyed roadmap for navigating uncertainty and opportunity ahead.

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 edition of BTT’s Market Minute, host ⁠Todd M. Schoenberger⁠ is joined by Rhys Williams, CIO of Wayve Capital, for a sharp breakdown of Tesla’s latest earnings and its evolving strategy.

The discussion centers on Tesla’s decision to discontinue the Model S and Model X, declining EV sales amid rising global competition, and Elon Musk’s push toward robotics and industrial products as a longer-term growth engine. Rhys explains why Tesla’s car revenue may continue to decline near-term, how investors should think about the company’s robot and battery ambitions, and why the stock remains in a holding pattern until those businesses become more tangible.

Todd and Rhys also examine Tesla’s autonomous driving challenges, shifting consumer sentiment around EVs, brand risks in Europe, and why Wayve Capital is tactically positioned neutral on the stock. The segment offers a candid look at where Tesla stands today — and what needs to change before confidence returns.

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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.

On this episode of ⁠Financial Compass⁠, host ⁠Todd M. Schoenberger⁠ is joined by Mish Schneider, Chief Strategist at MarketGauge.com, to break down what today’s volatile markets are really signaling.

Mish analyzes the Federal Reserve’s latest decision, calling it a “nothing burger,” while markets react across stocks, commodities, and crypto. She shares tactical trading strategies for gold and silver, including the importance of daily trailing stops, and explains why energy markets may still have upside despite heightened volatility. Mish also weighs in on oil, natural gas, and the case for holding more cash as a hedge against uncertainty.

The conversation turns to equities and sector rotation, with Mish highlighting opportunities in biotechnology, under-the-radar drug stocks, and Disney’s technical setup. She also outlines her bullish outlook on Ethereum and the potential for a broader commodities super cycle. From metals and energy to crypto and stocks, this episode offers a clear-eyed roadmap for navigating today’s markets.

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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.

On this edition of BTT’s Market Minute, host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital, for a sharp breakdown of Tesla’s latest earnings and its evolving strategy.

The discussion centers on Tesla’s decision to discontinue the Model S and Model X, declining EV sales amid rising global competition, and Elon Musk’s push toward robotics and industrial products as a longer-term growth engine. Rhys explains why Tesla’s car revenue may continue to decline near-term, how investors should think about the company’s robot and battery ambitions, and why the stock remains in a holding pattern until those businesses become more tangible.

Todd and Rhys also examine Tesla’s autonomous driving challenges, shifting consumer sentiment around EVs, brand risks in Europe, and why Wayve Capital is tactically positioned neutral on the stock. The segment offers a candid look at where Tesla stands today — and what needs to change before confidence returns.

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.