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Today’s episode of The Money Path delivered a sharp macro breakdown on what markets are getting wrong — and where opportunity may emerge in 2026.

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This episode of Financial Compass kicked off the new year with a sharp look at what’s driving commodities and the key signals traders should be watching now.

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Venezuela Shock and Oil Markets: Fernando Valle Explains What Matters and Where Prices Go Next

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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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Today’s episode of The Money Path delivered a sharp macro breakdown on what markets are getting wrong — and where opportunity may emerge in 2026.

Host Todd M. Schoenberger was joined by Ross Mayfield, Investment Strategist at Baird Private Wealth Management, to unpack the biggest misinterpretations driving investor behavior right now — starting with inflation. Ross argues that the market continues to treat inflation like it will fade quickly, but he expects it to stay stickier than most anticipate. He also pointed to underappreciated geopolitical risks, particularly around China and the Middle East, as key variables that could reshape market sentiment.

Ross pushed back on the idea that today’s market is a tech bubble, emphasizing that fundamentals and positioning don’t match the late-1990s setup. He shared why he expects Fed rate cuts to continue in 2026 as the labor market cools, supporting a constructive outlook — but with more tempered returns than recent years. The conversation also explored where investors can look beyond Big Tech, why small caps remain challenging in a higher-for-longer environment, and how real estate could regain appeal as rates decline.

If you want a grounded, strategy-driven perspective on 2026 — and how to invest around inflation, rates, and geopolitical risk — this episode is worth watching.

#TheMoneyPath #ToddMSchoenberger #RossMayfield #Baird #MarketOutlook #2026Outlook #Inflation #InterestRates #FederalReserve #RateCuts #JobsReport #StockMarket #Investing #Macro #Geopolitics #China #MiddleEast #Magnificent7 #TechStocks #MarketStrategy #PortfolioStrategy #RiskManagement #RealEstateInvesting #CreditQuality #WealthManagement #AssetAllocation #FinancialNews #BusinessTV

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This episode of Financial Compass kicked off the new year with a sharp look at what’s driving commodities and the key signals traders should be watching now.

Host Todd M. Schoenberger welcomed Mish Schneider, Chief Strategist at MarketGauge, for a wide-ranging conversation on oil volatility, precious metals rebalancing, and the commodity trends shaping early 2026.

Mish broke down why crude is primed for volatility following Venezuela headlines — and how to approach energy exposure through names like Valero or broader ETFs like XLE, with discipline around stop-losses. The duo also discussed gold and silver’s recovery, the gold-silver leadership indicator, and why Mish remains bullish on metals even as copper consolidates due to commodity index rebalancing.

They also explored what Mish is watching next: copper, grains, and soft commodities, including the potential setup in wheat, corn, soybeans, and the DBA index, driven by climate and geopolitical pressures. Plus, Mish shared thoughts on Ford’s EV strategy and why tariffs and supply chains could matter for the next phase of sector rotation.

If you want a practical, trader-focused breakdown of what’s moving commodities — and how to navigate 2026, this episode delivers.

#FinancialCompass #MishSchneider #ToddMSchoenberger #MarketGauge #Commodities #CommodityMarkets #Oil #CrudeOil #Energy #EnergyStocks #XLE #Gold #Silver #Copper #Metals #GoldSilverRatio #Inflation #Trading #TechnicalAnalysis #MarketOutlook #Ford #EVStocks #Grains #Agriculture #Wheat #Corn #Soybeans #DBA #PortfolioStrategy #RiskManagement

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Today’s episode of The Money Path tackled one of the biggest energy headlines of the moment: Venezuela — and what it really means for the oil market.

Host Todd M. Schoenberger was joined by Fernando Valle, Head of Energy at Hedgeye, to break down the weekend’s events, separate knee-jerk market reactions from fundamentals, and explain why Venezuela’s oil story is more complicated than it looks — especially because it’s heavy crude that’s hard to move and often requires blending.

Fernando also shared his outlook on global oil demand, the role of geopolitics across Latin America, and why oil could still push toward $85–$90 under the right conditions.

If you want a clear, investor-focused take on energy, geopolitics, and where oil goes next — this episode is worth watching.

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Today’s episode of ⁠The Money Path⁠ delivered the kind of market perspective you don’t get from headlines — the cycle-based, technical lens that helps investors stay grounded when markets get noisy.

Host ⁠Todd M. Schoenberger⁠ sat down with Vincent Randazzo, CMT — Founder & Chief Market Strategist at ViewRight Advisors LLC and a CMT Association panelist — for a timely conversation on the 2026 market outlook, market cycles, and why the absence of a Santa Claus rally may matter (but shouldn’t be overhyped).

In this episode, Vincent breaks down:

Vincent also shared insight on how technicians think about price targets (“a weathervane, not a laser beam”), and why adaptable systems matter more than bold predictions — especially if the next few years turn into a sideways market like 2000–2013.

If you want a sharp, grounded market conversation that mixes history, probability, and real-world investing discipline, this one is worth your time.

🎧 Watch / listen now — and drop your biggest 2026 question in the comments.

#TheMoneyPath #ToddMSchoenberger #VincentRandazzo #ViewRightAdvisors #CMT #CMTAssociation #MarketOutlook #2026Outlook #StockMarket #Investing #MarketCycles #TechnicalAnalysis #MarketBreadth #SantaRally #MidtermElectionYear #Volatility #RiskManagement #PortfolioStrategy #SmallCaps #InternationalMarkets #Equities #BullMarket #WealthManagement #AssetManagement #FinancialMarkets #Macro #MarketStrategy #FinancialEducation #BusinessTV #MarketInsights

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To kick off 2026, today’s episode of Wayve Wire was a must-watch for anyone tracking markets, macro, and the political forces shaping the economy.

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