Biz Talk Today TV

On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Wayve Capital CEO Joe Besecker and CIO Rhys Williams to break down what’s really driving silver’s explosive move—and whether investors should lock in gains or stay in the trade. The conversation spans geopolitical risk, short squeezes, and why small- and mid-cap stocks may offer better risk-reward than commodities right now.

The panel also digs into strategic supply chain security, rare earth opportunities tied to Greenland, and the investment implications for defense and technology. Plus, a candid look at Intel’s long road to recovery under Pat Gelsinger, what patience means for long-term investors, and where the Federal Reserve is likely headed at its next meeting.

#WayveWire #WayveCapital #SilverInvesting #PreciousMetals #MarketVolatility #SmallCapStocks #MidCapStocks #SupplyChainSecurity #RareEarths #DefenseInvesting #IntelStock #Semiconductors #FederalReserve #MacroInvesting #Geopolitics #ToddMSchoenberger #JoeBesecker #RhysWilliams

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On this episode of Financial Compass with ⁠Mish Schneider⁠, Mish joins host ⁠Todd M. Schoenberger⁠ to break down the real market signals behind the headlines — from extreme weather to global geopolitics.

Mish analyzes how an incoming snowstorm could drive natural gas prices higher, key resistance and upside levels traders should watch, and why disciplined stops matter in volatile conditions. The conversation then turns to Greenland, where rising geopolitical tension is creating volatility — and opportunity — across shipping, mining, and critical resources.

They also explore broader market strategy, including gold and silver positioning, potential small-cap corrections, sector-specific trade ideas, and how to stay neutral and flexible ahead of upcoming Fed decisions. Mish also shares where she’s seeing opportunity in biotech, agriculture, and Ethereum-linked plays as market leadership evolves.

#FinancialCompass #MishSchneider #Greenland #NaturalGas #Commodities #TradingStrategy #Geopolitics #RareEarths #ShippingStocks #Gold #Silver #SmallCaps #FedWatch #MarketVolatility #Crypto #Ethereum #Investing #TechnicalAnalysis

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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 with Mish Schneider, Mish joins host Todd M. Schoenberger to break down the real market signals behind the headlines — from extreme weather to global geopolitics.

Mish analyzes how an incoming snowstorm could drive natural gas prices higher, key resistance and upside levels traders should watch, and why disciplined stops matter in volatile conditions. The conversation then turns to Greenland, where rising geopolitical tension is creating volatility — and opportunity — across shipping, mining, and critical resources.

They also explore broader market strategy, including gold and silver positioning, potential small-cap corrections, sector-specific trade ideas, and how to stay neutral and flexible ahead of upcoming Fed decisions. Mish also shares where she’s seeing opportunity in biotech, agriculture, and Ethereum-linked plays as market leadership evolves.

#FinancialCompass #MishSchneider #Greenland #NaturalGas #Commodities #TradingStrategy #Geopolitics #RareEarths #ShippingStocks #Gold #Silver #SmallCaps #FedWatch #MarketVolatility #Crypto #Ethereum #Investing #TechnicalAnalysis

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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 The Torres Report, host ⁠Todd M. Schoenberger⁠ is joined by ⁠José Torres⁠, Senior Economist at Interactive Brokers, for a wide-ranging discussion at the intersection of markets, politics, and global power.

They break down the Supreme Court decision surrounding Fed Governor Lisa Cook, efforts by President Trump to reshape the Federal Reserve, and what that could mean for interest rates, housing, and Treasury yields. The conversation also covers Trump’s Davos remarks, Greenland’s strategic importance, rising geopolitical tensions with Europe, and how markets are pricing political risk.

José shares insights on the Treasury market, Japanese capital flows, labor market strength, and what to expect from the upcoming Fed meeting and press conference.

#TheTorresReport #FederalReserve #InterestRates #Davos #Greenland #Markets #TreasuryYields #Geopolitics #MonetaryPolicy #WallStreet #Investing #GlobalEconomy #InteractiveBrokers #JoseTorres #ToddSchoenberger

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Inside the New Game of Wealth: Alternative Investments and the Business of Sports with Shana Sissel

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On this episode of The Torres Report, host Todd M. Schoenberger is joined by José Torres, Senior Economist at Interactive Brokers, for a wide-ranging discussion at the intersection of markets, politics, and global power.

They break down the Supreme Court decision surrounding Fed Governor Lisa Cook, efforts by President Trump to reshape the Federal Reserve, and what that could mean for interest rates, housing, and Treasury yields. The conversation also covers Trump’s Davos remarks, Greenland’s strategic importance, rising geopolitical tensions with Europe, and how markets are pricing political risk.

José shares insights on the Treasury market, Japanese capital flows, labor market strength, and what to expect from the upcoming Fed meeting and press conference.

#TheTorresReport #FederalReserve #InterestRates #Davos #Greenland #Markets #TreasuryYields #Geopolitics #MonetaryPolicy #WallStreet #Investing #GlobalEconomy #InteractiveBrokers #JoseTorres #ToddSchoenberger

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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 Wayve Wire, host ⁠Todd M. Schoenberger⁠ is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a wide-ranging discussion at the intersection of markets, policy, and infrastructure.

The conversation opens with the growing impact of data center utility costs in the PJM region — including Pennsylvania, New Jersey, and Maryland — and why rising power prices could force broader policy changes nationwide. Joe and Rhys explore infrastructure investment gaps, the importance of location and latency, and how collaboration between government and private industry may shape the future of data centers.

The episode then turns to small-cap stocks, with insights into the Russell 2000’s recent strength, why underperformance may be reversing, and where opportunities are emerging across financials, life sciences, and technology.

The discussion also dives into regional banks, highlighting growth potential in the Southeast, the impact of deregulation and M&A, and how AI adoption could help smaller banks compete more effectively with industry giants.

The episode wraps with views on bank earnings, silver’s valuation versus gold, upcoming tariff rulings, and a lighter look at sports and the season ahead.

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On this episode of The Money Path, host ⁠Todd M. Schoenberger⁠ sits down with Maria Jelescu Dreyfus, CEO of Ardinall Investment Management and Board Member at ExxonMobil, for a deep dive into the forces shaping energy markets today.

Maria breaks down the geopolitical risks in the crude oil market, including potential supply disruptions in strategic regions like the Strait of Hormuz and Venezuela — and what it would take for major investors to return. She explains how oversupply dynamics are reflected in current prices and what geopolitical premiums might mean for future oil flows.

The conversation also explores the surging demand for electricity driven by AI data centers and urban power needs, and how rising transmission and distribution costs could reshape energy infrastructure investment and utility pricing. Maria highlights the importance of grid hardening, high-voltage transmission, and power sector equipment demand as critical economic influences.

Maria and Todd also discuss the competitive prospects for renewable energy sources — from utility solar and onshore wind to longer-term technologies like geothermal and magnetic fusion — and the evolving economics that could determine real market winners and losers.

#TheMoneyPath #EnergyMarkets #OilPrices #GeopoliticalRisk #CrudeOil #ExxonMobil #EnergyInfrastructure #ElectricityDemand #DataCenters #PowerGrid #RenewableEnergy #UtilityCosts #EnergyTransition #MariaJelescuDreyfus #ArdinallInvestment

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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 The Money Path, host Todd M. Schoenberger sits down with Maria Jelescu Dreyfus, CEO of Ardinall Investment Management and Board Member at ExxonMobil, for a deep dive into the forces shaping energy markets today.

Maria breaks down the geopolitical risks in the crude oil market, including potential supply disruptions in strategic regions like the Strait of Hormuz and Venezuela — and what it would take for major investors to return. She explains how oversupply dynamics are reflected in current prices and what geopolitical premiums might mean for future oil flows.

The conversation also explores the surging demand for electricity driven by AI data centers and urban power needs, and how rising transmission and distribution costs could reshape energy infrastructure investment and utility pricing. Maria highlights the importance of grid hardening, high-voltage transmission, and power sector equipment demand as critical economic influences.

Maria and Todd also discuss the competitive prospects for renewable energy sources — from utility solar and onshore wind to longer-term technologies like geothermal and magnetic fusion — and the evolving economics that could determine real market winners and losers.

#TheMoneyPath #EnergyMarkets #OilPrices #GeopoliticalRisk #CrudeOil #ExxonMobil #EnergyInfrastructure #ElectricityDemand #DataCenters #PowerGrid #RenewableEnergy #UtilityCosts #EnergyTransition #MariaJelescuDreyfus #ArdinallInvestment

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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 Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a wide-ranging discussion at the intersection of markets, policy, and infrastructure.

The conversation opens with the growing impact of data center utility costs in the PJM region — including Pennsylvania, New Jersey, and Maryland — and why rising power prices could force broader policy changes nationwide. Joe and Rhys explore infrastructure investment gaps, the importance of location and latency, and how collaboration between government and private industry may shape the future of data centers.

The episode then turns to small-cap stocks, with insights into the Russell 2000’s recent strength, why underperformance may be reversing, and where opportunities are emerging across financials, life sciences, and technology.

The discussion also dives into regional banks, highlighting growth potential in the Southeast, the impact of deregulation and M&A, and how AI adoption could help smaller banks compete more effectively with industry giants.

The episode wraps with views on bank earnings, silver’s valuation versus gold, upcoming tariff rulings, and a lighter look at sports and the season ahead.

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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.