Biz Talk Today TV

On this episode of The Money Path, host ⁠Todd M. Schoenberger⁠ is joined by ⁠Jed Ellerbroek, CFA⁠, Portfolio Manager at Argent Capital Management, for a deep dive into AI’s growing influence on equity markets and what it could mean for 2026.

Jed breaks down why AI beneficiaries drove market leadership, while some traditional mega-cap tech names lagged — and why he believes that gap may close as valuations reset and earnings growth accelerates. The conversation explores the evolving AI ecosystem, including demand for next-generation chips, data center buildouts, and the strategic importance of flexible infrastructure as workloads shift and technology cycles compress.

The discussion also highlights Argent’s large-cap investment strategy, with a focus on durable competitive advantages, secular growth trends, and disciplined valuation. Jed shares why companies like Amazon and Nvidia remain core holdings and how cloud computing, AI adoption, and operating leverage could support future returns.

Looking ahead, Jed outlines an optimistic 2026 outlook, citing strong earnings growth potential, prospective Fed rate cuts, rising M&A and IPO activity, and supportive tax policy — while acknowledging risks from sticky inflation and elevated valuations.

If you want a thoughtful, portfolio-level view on AI, big tech, and equity market leadership, this episode delivers clear insight and practical perspective.

#TheMoneyPath #ToddMSchoenberger #JedEllerbroek #ArgentCapital #AI #ArtificialIntelligence #TechStocks #Equities #StockMarket #Investing #MarketOutlook #AIInvesting #DataCenters #CloudComputing #BigTech #NVIDIA #Amazon #Microsoft #Meta #EarningsGrowth #FedPolicy #RateCuts #MergersAndAcquisitions #IPO #PortfolioManagement #CFA

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On this episode of Financial Compass, host ⁠Todd M. Schoenberger⁠ is joined by Mish Schneider, Chief Strategist at MarketGauge.com, for a wide-ranging discussion on market data, trading strategy, and commodity opportunities.

Mish breaks down the latest payroll, inflation, retail sales, and housing data, explaining why the economic backdrop still supports optimism — but with volatility firmly in play. She discusses shifting consumer behavior away from luxury spending toward staples, reinforcing why fundamentals and price action matter more than headlines.

The conversation dives deep into commodities, with Mish outlining key levels in oil, a bullish setup for silver driven by AI, semiconductors, EVs, and solar demand, and fresh insights from the latest USDA crop report. Corn, wheat, and soybeans all come into focus, along with ethanol production trends and why large institutional investors are taking a longer-term view on farmland.

Mish and Todd also discuss interest rates, bond market signals, and the potential implications of political pressure on the Federal Reserve — including how traders should watch key technical levels in bonds for clues on yield direction.

If you’re looking for clear levels, disciplined strategy, and real-time market perspective, this episode delivers.

#FinancialCompass #MishSchneider #MarketGauge #ToddMSchoenberger #Markets #Trading #Commodities #Silver #OilPrices #USDA #Corn #Soybeans #Ethanol #Inflation #JobsReport #RetailSales #HousingData #InterestRates #FederalReserve #Bonds #Volatility #MarketOutlook #TechnicalAnalysis #Investing #EnergyMarkets

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On this episode of The Money Path, host Todd M. Schoenberger is joined by Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for a deep dive into AI’s growing influence on equity markets and what it could mean for 2026.

Jed breaks down why AI beneficiaries drove market leadership, while some traditional mega-cap tech names lagged — and why he believes that gap may close as valuations reset and earnings growth accelerates. The conversation explores the evolving AI ecosystem, including demand for next-generation chips, data center buildouts, and the strategic importance of flexible infrastructure as workloads shift and technology cycles compress.

The discussion also highlights Argent’s large-cap investment strategy, with a focus on durable competitive advantages, secular growth trends, and disciplined valuation. Jed shares why companies like Amazon and Nvidia remain core holdings and how cloud computing, AI adoption, and operating leverage could support future returns.

Looking ahead, Jed outlines an optimistic 2026 outlook, citing strong earnings growth potential, prospective Fed rate cuts, rising M&A and IPO activity, and supportive tax policy — while acknowledging risks from sticky inflation and elevated valuations.

If you want a thoughtful, portfolio-level view on AI, big tech, and equity market leadership, this episode delivers clear insight and practical perspective.

#TheMoneyPath #ToddMSchoenberger #JedEllerbroek #ArgentCapital #AI #ArtificialIntelligence #TechStocks #Equities #StockMarket #Investing #MarketOutlook #AIInvesting #DataCenters #CloudComputing #BigTech #NVIDIA #Amazon #Microsoft #Meta #EarningsGrowth #FedPolicy #RateCuts #MergersAndAcquisitions #IPO #PortfolioManagement #CFA

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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, for a wide-ranging discussion on market data, trading strategy, and commodity opportunities.

Mish breaks down the latest payroll, inflation, retail sales, and housing data, explaining why the economic backdrop still supports optimism — but with volatility firmly in play. She discusses shifting consumer behavior away from luxury spending toward staples, reinforcing why fundamentals and price action matter more than headlines.

The conversation dives deep into commodities, with Mish outlining key levels in oil, a bullish setup for silver driven by AI, semiconductors, EVs, and solar demand, and fresh insights from the latest USDA crop report. Corn, wheat, and soybeans all come into focus, along with ethanol production trends and why large institutional investors are taking a longer-term view on farmland.

Mish and Todd also discuss interest rates, bond market signals, and the potential implications of political pressure on the Federal Reserve — including how traders should watch key technical levels in bonds for clues on yield direction.

If you’re looking for clear levels, disciplined strategy, and real-time market perspective, this episode delivers.

#FinancialCompass #MishSchneider #MarketGauge #ToddMSchoenberger #Markets #Trading #Commodities #Silver #OilPrices #USDA #Corn #Soybeans #Ethanol #Inflation #JobsReport #RetailSales #HousingData #InterestRates #FederalReserve #Bonds #Volatility #MarketOutlook #TechnicalAnalysis #Investing #EnergyMarkets

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The debut episode of The Torres Report launched on ⁠Biz Talk Today TV⁠, introducing a new weekly destination for clear, actionable insight on the economy and financial markets.

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The debut episode of The Torres Report launched on Biz Talk Today TV, introducing a new weekly destination for clear, actionable insight on the economy and financial markets.

Hosted by Todd M. Schoenberger, the premiere featured José Torres, Senior Economist at Interactive Brokers (IBKR), breaking down the latest nonfarm payrolls report, sticky inflation pressures in services and rents, and what they mean for Federal Reserve policy in the months ahead.

José unpacked the shifting dynamics of the labor market — including lower participation, immigration constraints, and the growing impact of AI on entry-level jobs — while explaining why underlying fundamentals like GDP growth, productivity, and consumer demand remain supportive. He also outlined scenarios that could trigger meaningful rate cuts, weighed in on geopolitical risks and oil prices, and discussed how tariffs, fiscal policy, and political pressure on the Fed could influence markets in 2026.

Designed as BTT’s flagship economics and markets segment, The Torres Report will air weekly, delivering clarity on macro trends, real-time market intelligence, and practical takeaways for investors, traders, business leaders, and everyday consumers.

#TheTorresReport #BizTalkTodayTV #BTT #JoseTorres #InteractiveBrokers #IBKR #ToddMSchoenberger #Economy #Macroeconomics #Markets #JobsReport #NonfarmPayrolls #Inflation #FederalReserve #InterestRates #RateCuts #LaborMarket #EconomicOutlook #MarketVolatility #Geopolitics #OilPrices #Tariffs #FiscalPolicy #Investing #Trading #FinancialNews #WeeklyShow #NewShow #LiveTV

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On this episode of The Money Path, host ⁠Todd M. Schoenberger⁠ is joined by Rob Thummel, Senior Portfolio Manager at Tortoise Capital, for a timely deep dive into the forces reshaping global energy markets.

Rob explains why the geopolitical risk premium in oil is returning, driven by rising tensions in Venezuela and Iran, and why disruptions in critical shipping lanes like the Strait of Hormuz could send prices sharply higher. He also breaks down how supply discipline from U.S. producers and steady demand growth could help rebalance oil markets — even as volatility remains elevated.

The conversation then shifts to the electricity boom, fueled by AI, data centers, and electrification. Rob outlines why natural gas is playing a central role in meeting surging power demand and highlights opportunities across electric generation, transmission, and energy infrastructure. He discusses why the U.S. is well positioned to lead the next phase of AI growth thanks to abundant, reliable energy — and why an all-of-the-above approach to power generation matters.

The episode also explores U.S. energy exports, LNG’s role in global energy security, and how natural gas adoption has helped reduce emissions — offering a pragmatic blueprint for balancing growth, reliability, and sustainability.

If you want a clear, forward-looking view on oil volatility, electricity demand, and where energy investment opportunities are emerging, this is an episode worth watching.

#TheMoneyPath #ToddMSchoenberger #RobThummel #TortoiseCapital #EnergyMarkets #OilPrices #Geopolitics #Venezuela #Iran #StraitOfHormuz #CrudeOil #NaturalGas #Electricity #AI #DataCenters #EnergyInfrastructure #Electrification #LNG #EnergyExports #PowerGeneration #Utilities #EnergyInvesting #Commodities #MarketOutlook #GlobalEnergy #EnergySecurity

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On this episode of The Money Path, host Todd M. Schoenberger is joined by Rob Thummel, Senior Portfolio Manager at Tortoise Capital, for a timely deep dive into the forces reshaping global energy markets.

Rob explains why the geopolitical risk premium in oil is returning, driven by rising tensions in Venezuela and Iran, and why disruptions in critical shipping lanes like the Strait of Hormuz could send prices sharply higher. He also breaks down how supply discipline from U.S. producers and steady demand growth could help rebalance oil markets — even as volatility remains elevated.

The conversation then shifts to the electricity boom, fueled by AI, data centers, and electrification. Rob outlines why natural gas is playing a central role in meeting surging power demand and highlights opportunities across electric generation, transmission, and energy infrastructure. He discusses why the U.S. is well positioned to lead the next phase of AI growth thanks to abundant, reliable energy — and why an all-of-the-above approach to power generation matters.

The episode also explores U.S. energy exports, LNG’s role in global energy security, and how natural gas adoption has helped reduce emissions — offering a pragmatic blueprint for balancing growth, reliability, and sustainability.

If you want a clear, forward-looking view on oil volatility, electricity demand, and where energy investment opportunities are emerging, this is an episode worth watching.

#TheMoneyPath #ToddMSchoenberger #RobThummel #TortoiseCapital #EnergyMarkets #OilPrices #Geopolitics #Venezuela #Iran #StraitOfHormuz #CrudeOil #NaturalGas #Electricity #AI #DataCenters #EnergyInfrastructure #Electrification #LNG #EnergyExports #PowerGeneration #Utilities #EnergyInvesting #Commodities #MarketOutlook #GlobalEnergy #EnergySecurity

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Today’s episode of Wayve Wire brought together the macro headlines and the market themes investors are watching most as 2026 gets underway.

Host ⁠Todd M. Schoenberger⁠ was joined by Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) to break down the latest Jobs Report, the Fed outlook, and the growing divide between the upper and lower halves of the U.S. economy. Joe and Rhys discussed why the payroll number alone isn’t enough to force a major policy shift, but still see a path to 2–3 rate cuts in 2026 as the economy transitions.

The conversation then shifted to life sciences stocks and potential M&A, with Joe predicting that large pharma and biotech firms will look to boost pipelines by acquiring small- and mid-cap companies—especially heading into the JPMorgan Healthcare Conference. Joe highlighted the Emerald Life Sciences ETF as a proxy for gaining exposure to the sector, pointing to the value of active, expert-driven ETF strategies.

The panel also discussed the surge in robotics and automation, including Wayve Capital’s interest in Serve Robotics and why autonomous delivery is gaining momentum—especially as CES puts robotics front and center. They closed with a look at the oil market after Venezuela headlines, the importance of natural gas for data center expansion, and why small caps could surprise to the upside as corporate “fill-in” deals accelerate.

If you want a fast-moving conversation that connects jobs, rate cuts, M&A, AI/robotics, and the next market rotation, this episode is worth watching.

#WayveWire #WayveCapital #ToddMSchoenberger #JoeBesecker #RhysWilliams #JobsReport #NonfarmPayrolls #FederalReserve #RateCuts #Inflation #TwoSpeedEconomy #AI #Automation #Robotics #ServeRobotics #CES #TechTrends #LifeSciences #Biotech #Pharma #HealthcareInvesting #MergersAndAcquisitions #JPMHealthcare #EmeraldETF #SmallCaps #MarketOutlook #Investing #PortfolioStrategy #EnergyMarkets #NaturalGas

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Today’s episode of The Money Path delivered a sharp, macro-driven breakdown of what markets should—and shouldn’t—take from the latest jobs report.

Host ⁠Todd M. Schoenberger⁠ was joined by Thomas Martin, Senior Portfolio Manager at Globalt Investments, to unpack why the report’s mixed signals are unlikely to trigger meaningful Fed cuts on their own. Thomas explained that inflation, debt levels, and the individual views of Fed policymakers will likely matter more than any single data point—and that the Fed may still only cut modestly (potentially 25 bps) even as growth cools.

The conversation also tackled the White House’s plan to purchase $200 billion in mortgage-backed securities, with Thomas warning that lower rates alone won’t fix affordability when housing supply remains constrained. On markets, he emphasized that 2026 performance will depend less on Fed speculation and more on fundamentals—especially earnings growth, productivity, and global conditions.

Thomas outlined a potential rotation away from mega-cap tech and toward cyclical stocks if earnings materialize, while also weighing in on key commodity themes. He noted that oil’s collapse from $80 to $50 has created extremely bearish sentiment—often a setup worth watching—and pointed to refiners like Valero as an area investors may want to consider. He also discussed Globalt’s positioning in gold, silver, and miners, and why rising global resource redundancy and self-sufficiency trends could keep demand for physical assets and industrial metals like copper elevated.

Finally, Thomas addressed the potential market volatility around an upcoming Supreme Court tariff ruling, arguing that while the headlines may shake markets, the true economic impact could be more muted due to reduced tariff levels and the administration’s strategic use of scarce items like rare earths.

If you’re looking for a clear-eyed investing framework for 2026—spanning Fed policy, rotation, commodities, and geopolitical/tariff risk—this episode is worth watching.

#TheMoneyPath #ToddMSchoenberger #ThomasMartin #GlobaltInvestments #JobsReport #NonfarmPayrolls #FederalReserve #InterestRates #RateCuts #Inflation #StockMarket #MarketOutlook #2026Outlook #EarningsGrowth #Magnificent7 #CyclicalStocks #Macro #PortfolioStrategy #OilMarkets #EnergyStocks #Valero #Venezuela #Gold #Silver #Copper #Commodities #Tariffs #SupremeCourt #RiskManagement #WealthManagement

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