Biz Talk Today TV

On this episode of The Money Path, host Todd M. Schoenberger is joined by Sam Stovall, Chief Investment Strategist at CFRA Research, for a deep dive into market history, long-term investing, and what lies ahead for stocks.

Sam explains why current market conditions still favor long-term investors, how CFRA approaches strategy through its sector watch framework, and why maintaining discipline matters even when markets are near all-time highs. The conversation explores the Santa Claus Rally, its historical significance, and what seasonal trends may signal about investor optimism heading into the new year.

Looking ahead, Sam shares CFRA’s outlook for 2026 and beyond, including expectations for earnings growth, GDP, inflation, and sector leadership. He discusses why technology, communication services, and financials remain attractive, how investors should think about rotation during midterm election years, and why volatility doesn’t necessarily derail long-term gains. Sam also weighs in on valuations, tariffs, gold, and why historical patterns continue to favor patience over prediction.

#TheMoneyPath #SamStovall #CFRAResearch #ToddMSchoenberger #StockMarket #Investing #SantaClausRally #MarketOutlook #2026Outlook #S&P500 #SectorRotation #EarningsGrowth #FederalReserve #Inflation #EconomicGrowth #LongTermInvesting #MarketHistory #Gold

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On this episode of The Money Path, host ⁠Todd M. Schoenberger⁠ is joined by Scott Ladner, Chief Investment Officer of ⁠Horizon Investments⁠, for a timely discussion on market leadership, economic growth, and where opportunity may lie beyond today’s all-time highs.

Scott explains why the S&P 500’s strength is being driven by fundamentals and earnings—not multiple expansion, and why investors should align market exposure with their own risk tolerance and long-term goals. The conversation explores the Federal Reserve’s role heading into 2026, including why the market may already be priced for limited easing and how political interference could pose risks to rates and currency stability.

They also examine the growing debate around rotation away from the MAG7, the impact of fiscal policy and nominal GDP growth, and why cyclical sectors could benefit as AI shifts from capability-building to economy-wide diffusion. Scott shares insights into Horizon Investments’ ETF strategy, upcoming thematic products, and how investors should think about positioning as leadership broadens across the market.

#TheMoneyPath #ToddMSchoenberger #ScottLadner #HorizonInvestments #StockMarket #Investing #MarketOutlook #S&P500 #MarketRotation #MAG7 #FederalReserve #InterestRates #EconomicGrowth #AIInvesting #CyclicalStocks #ETFs #WealthManagement #2026Outlook

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The debut episode of Wayve Wire launches with host ⁠Todd M. Schoenberger⁠ joined by Rhys Williams, CIO of ⁠Wayve Capital⁠, and Joe Besecker, incoming CEO of Wayve Capital, for a fast-moving conversation on AI investing, Federal Reserve policy, and the market outlook heading into 2026.

Rhys and Joe break down the recent sell-off in AI stocks, explaining why they see it as an opportunity rather than a warning—and why AI infrastructure may matter more than headline names in the next phase of the cycle. They discuss the idea of a K-shaped economy, the challenge of separating AI winners from losers, and why the current build-out resembles the early days of the cell-phone revolution.

The conversation also turns to the Federal Reserve’s evolving leadership, interest rates, housing, and labor-market dynamics, including how long-term rates—not just Fed cuts—will shape economic momentum. While cautious about near-term risks, both guests outline why they remain optimistic about the broader market and see the potential for double-digit gains in 2026.

Wayve Wire delivers timely, investable insight—connecting today’s headlines to real market strategy.

#WayveWire #WayveCapital #ToddMSchoenberger #RhysWilliams #JoeBesecker #AIInvesting #ArtificialIntelligence #StockMarket #MarketOutlook #FederalReserve #InterestRates #EconomicGrowth #HousingMarket #LaborMarket #MarketStrategy #Investing #Finance #2026Outlook #BizTalkTodayTV

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The debut episode of Wayve Wire launches with host Todd M. Schoenberger joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, incoming CEO of Wayve Capital, for a fast-moving conversation on AI investing, Federal Reserve policy, and the market outlook heading into 2026.

Rhys and Joe break down the recent sell-off in AI stocks, explaining why they see it as an opportunity rather than a warning—and why AI infrastructure may matter more than headline names in the next phase of the cycle. They discuss the idea of a K-shaped economy, the challenge of separating AI winners from losers, and why the current build-out resembles the early days of the cell-phone revolution.

The conversation also turns to the Federal Reserve’s evolving leadership, interest rates, housing, and labor-market dynamics, including how long-term rates—not just Fed cuts—will shape economic momentum. While cautious about near-term risks, both guests outline why they remain optimistic about the broader market and see the potential for double-digit gains in 2026.

Wayve Wire delivers timely, investable insight—connecting today’s headlines to real market strategy.

#WayveWire #WayveCapital #ToddMSchoenberger #RhysWilliams #JoeBesecker #AIInvesting #ArtificialIntelligence #StockMarket #MarketOutlook #FederalReserve #InterestRates #EconomicGrowth #HousingMarket #LaborMarket #MarketStrategy #Investing #Finance #2026Outlook #BizTalkTodayTV

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On today’s episode of Financial Compass, host ⁠Todd M. Schoenberger⁠ is joined by ⁠Mish Schneider⁠, Chief Strategist at MarketGauge.com, for a wide-ranging discussion on the latest stock market rally, inflation data, and what truly matters for investors heading into 2026.

Mish explains why she’s skeptical of headline CPI numbers and why the weakening U.S. dollar may be the more important signal beneath today’s bullish market reaction. She shares how she relies on price, rotation, and intermarket relationships—not economic statistics alone—to guide her trading decisions.

The conversation also explores Mish’s Yang Fire Horse thesis, drawing parallels between 1966 and 2026, and what periods of innovation, volatility, and geopolitical tension can mean for markets. They discuss resilience within the “Economic Modern Family,” strength in regional banks, and why January could start on solid footing.

Mish also weighs in on Bitcoin as a “coiled spring,” oil’s potential move toward $60, and opportunities in copper, silver, uranium, and nuclear energy—before outlining how investors should use the holiday period to prepare for the year ahead.

#FinancialCompass #MishSchneider #ToddMSchoenberger #MarketGauge #StockMarket #Inflation #CPI #Dollar #Bitcoin #Crypto #Commodities #Gold #Silver #Oil #Investing #MarketOutlook #2026Outlook #YangFireHorse #MarketVolatility #BizTalkTodayTV

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On this episode of The Money Path, host Todd M. Schoenberger is joined by Scott Ladner, Chief Investment Officer of Horizon Investments, for a timely discussion on market leadership, economic growth, and where opportunity may lie beyond today’s all-time highs.

Scott explains why the S&P 500’s strength is being driven by fundamentals and earnings—not multiple expansion, and why investors should align market exposure with their own risk tolerance and long-term goals. The conversation explores the Federal Reserve’s role heading into 2026, including why the market may already be priced for limited easing and how political interference could pose risks to rates and currency stability.

They also examine the growing debate around rotation away from the MAG7, the impact of fiscal policy and nominal GDP growth, and why cyclical sectors could benefit as AI shifts from capability-building to economy-wide diffusion. Scott shares insights into Horizon Investments’ ETF strategy, upcoming thematic products, and how investors should think about positioning as leadership broadens across the market.

#TheMoneyPath #ToddMSchoenberger #ScottLadner #HorizonInvestments #StockMarket #Investing #MarketOutlook #S&P500 #MarketRotation #MAG7 #FederalReserve #InterestRates #EconomicGrowth #AIInvesting #CyclicalStocks #ETFs #WealthManagement #2026Outlook

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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 today’s episode of Financial Compass, host Todd M. Schoenberger is joined by Mish Schneider, Chief Strategist at MarketGauge.com, for a wide-ranging discussion on the latest stock market rally, inflation data, and what truly matters for investors heading into 2026.

Mish explains why she’s skeptical of headline CPI numbers and why the weakening U.S. dollar may be the more important signal beneath today’s bullish market reaction. She shares how she relies on price, rotation, and intermarket relationships—not economic statistics alone—to guide her trading decisions.

The conversation also explores Mish’s Yang Fire Horse thesis, drawing parallels between 1966 and 2026, and what periods of innovation, volatility, and geopolitical tension can mean for markets. They discuss resilience within the “Economic Modern Family,” strength in regional banks, and why January could start on solid footing.

Mish also weighs in on Bitcoin as a “coiled spring,” oil’s potential move toward $60, and opportunities in copper, silver, uranium, and nuclear energy—before outlining how investors should use the holiday period to prepare for the year ahead.

#FinancialCompass #MishSchneider #ToddMSchoenberger #MarketGauge #StockMarket #Inflation #CPI #Dollar #Bitcoin #Crypto #Commodities #Gold #Silver #Oil #Investing #MarketOutlook #2026Outlook #YangFireHorse #MarketVolatility #BizTalkTodayTV

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With today’s combined October–November jobs report hitting the tape, markets are entering a period where economic data matters more than earnings—and volatility can spike quickly.

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On this special Jobs Day episode of The Money Path, host ⁠Todd M. Schoenberger⁠ sits down with Jay Hatfield, CEO & CIO of InfraCap and InfraCap ETFs, to unpack a jobs report that’s raising eyebrows—a negative October print, modest November gains, and unemployment at 4.6%. Jay explains why the headline numbers may reflect shutdown-related distortions rather than a clean signal of labor-market deterioration, and what wage trends could mean for inflation fears and the Federal Reserve’s next steps.

The conversation then shifts to what comes next: whether a January rate cut is back on the table, why interest-rate sensitive sectors like housing, autos, and construction matter so much to employment, and how Jay is positioning for a soft-landing 2026. He also shares where he sees value right now—high-yield bonds, preferred shares, and selective equity bargains—plus a candid discussion on midterm-election dynamics, tariffs, and how policy could shape market sentiment.

#TheMoneyPath #ToddMSchoenberger #JayHatfield #InfraCap #JobsReport #NonfarmPayrolls #Unemployment #FederalReserve #FOMC #RateCuts #InterestRates #Markets #Investing #FixedIncome #HighYield #PreferredShares #ETFs #PFFA #HousingMarket #EconomicOutlook #2026Outlook

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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 special Jobs Day episode of The Money Path, host Todd M. Schoenberger sits down with Jay Hatfield, CEO & CIO of InfraCap and InfraCap ETFs, to unpack a jobs report that’s raising eyebrows—a negative October print, modest November gains, and unemployment at 4.6%. Jay explains why the headline numbers may reflect shutdown-related distortions rather than a clean signal of labor-market deterioration, and what wage trends could mean for inflation fears and the Federal Reserve’s next steps.

The conversation then shifts to what comes next: whether a January rate cut is back on the table, why interest-rate sensitive sectors like housing, autos, and construction matter so much to employment, and how Jay is positioning for a soft-landing 2026. He also shares where he sees value right now—high-yield bonds, preferred shares, and selective equity bargains—plus a candid discussion on midterm-election dynamics, tariffs, and how policy could shape market sentiment.

#TheMoneyPath #ToddMSchoenberger #JayHatfield #InfraCap #JobsReport #NonfarmPayrolls #Unemployment #FederalReserve #FOMC #RateCuts #InterestRates #Markets #Investing #FixedIncome #HighYield #PreferredShares #ETFs #PFFA #HousingMarket #EconomicOutlook #2026Outlook

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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.