Biz Talk Today TV

TODAY on The Money Path, host Todd Schoenberger welcomes Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for a deep dive into what’s driving markets now — and what could power the next leg higher.

What you’ll hear:

Investment themes that matter: AI infrastructure, hyperscaler businesses, aerospace & defense, and alternative investment managers. Jed shares why he’s bullish on names like Amazon, Microsoft, Google, NVIDIA, Broadcom, plus software/data plays such as ServiceNow, Tyler Technologies, and Intuit.

Fed rate cut expectations are high: Jed anticipates a 25 basis point cut today, with 2–3 more cuts through year-end. He discusses how much of that is priced in — and when the dot plot (and Powell’s messaging) might shift the narrative.

AI remains the primary growth engine. Infrastructure platforms are leading, while software & device plays are still playing catch-up. Jed explains which segments may catch fire in 2026-27.

Economy in contrast: tailwinds from recent tax bills and high spending at the top, but inflation, tariffs, and uneven consumer strength are creating a “two-speed” dynamic.

Recent context to keep in mind: inflation data reported this morning came in slightly under forecasts, adding fuel to Fed cut bets; Amazon’s latest guidance showed strong AI demand, and Broadcom announced expanded chip infrastructure initiatives to support hyperscaler growth.

👉 Tune in to this episode to understand where to position your portfolio in a world of rate cuts + AI. Also, subscribe to CrossCheck Media on YouTube so you don’t miss live expert market breakdowns like this.

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🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

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Join ⁠Todd Schoenberger⁠ and ⁠Tobin Smith⁠ on Buy Hold Sell with special guest ⁠Barbara Doran⁠, CEO of ⁠BD8 Capital Partners⁠, as they unravel the biggest questions facing markets today:

The Fed meeting looms: expect a 25 basis points cut, but everything hinges on Chair Powell’s post-meeting tone and upcoming economic data. (The Conference Board anticipates this cut and more through end-2025, modeling a neutral rate near 3% by early 2026.)

AI infrastructure continues to dominate. Oracle just reported a 359% jump in its remaining performance obligations, boosting confidence in its cloud infrastructure business.

Gold is roaring back. Deutsche Bank recently raised its 2026 gold forecast to $4,000/oz amid strong central bank demand and potential U.S. dollar weakness.

Barbara will also share her insights on how growth vs. value strategies are faring in this environment, which sectors might lead in the months ahead (think AI, fintech, healthcare, stablecoins), and what she’s trimming vs. doubling down on.

If you’re trying to navigate rate cuts, inflation risks, or just want to understand where real opportunity lies in high multiples and AI mania — this episode is for you.

📺 ⁠Watch and subscribe to CrossCheck Media on YouTube⁠ so you don’t miss the insights and surprises.

📢 ⁠⁠⁠Like⁠⁠⁠ 👍 | ⁠⁠⁠Comment⁠⁠⁠ 💬 | ⁠⁠⁠Subscribe⁠⁠⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

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.

Join Todd Schoenberger and Tobin Smith on Buy Hold Sell with special guest Barbara Doran, CEO of BD8 Capital Partners, as they unravel the biggest questions facing markets today:

The Fed meeting looms: expect a 25 basis points cut, but everything hinges on Chair Powell’s post-meeting tone and upcoming economic data. (The Conference Board anticipates this cut and more through end-2025, modeling a neutral rate near 3% by early 2026.)

AI infrastructure continues to dominate. Oracle just reported a 359% jump in its remaining performance obligations, boosting confidence in its cloud infrastructure business.

Gold is roaring back. Deutsche Bank recently raised its 2026 gold forecast to $4,000/oz amid strong central bank demand and potential U.S. dollar weakness.

Barbara will also share her insights on how growth vs. value strategies are faring in this environment, which sectors might lead in the months ahead (think AI, fintech, healthcare, stablecoins), and what she’s trimming vs. doubling down on.

If you’re trying to navigate rate cuts, inflation risks, or just want to understand where real opportunity lies in high multiples and AI mania — this episode is for you.

📺 Watch and subscribe to CrossCheck Media on YouTube so you don’t miss the insights and surprises.

📢 ⁠⁠Like⁠⁠ 👍 | ⁠⁠Comment⁠⁠ 💬 | ⁠⁠Subscribe⁠⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

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.

The Hidden Fed Trade: Small Caps Outperform After Rate Cuts

History shows that after 200 bps of Fed cuts, small & mid-caps beat large caps by ~10% in the next 6 months.

In this Short video, Erin Gibbs and Todd Schoenberger discuss whether now is the time to rotate into $IWM stocks.

📺 Full episode: https://youtu.be/hGm6ukxcR-E?si=Xll4Zl7AnpYApn3G

📢 ⁠⁠Like⁠⁠ 👍 | ⁠⁠Comment⁠⁠ 💬 | ⁠⁠Subscribe⁠⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.BizTalkTodayTV.com

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

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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.

Electricity Is the New Oil & How to Play It

Discover why electricity is the new oil & which companies could benefit most: $VST / $NRG / $CEG & $RIOT / $WULF.

📺 Full episode: https://youtu.be/wiHtXkrrwq8?si=wP6KGDBT31vH2XDS

📢 ⁠⁠Like⁠⁠ 👍 | ⁠⁠Comment⁠⁠ 💬 | ⁠⁠Subscribe⁠⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

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Trump’s Fed Takeover? Dollar Down, Gold & Bitcoin Could Soar Even More

In this short video, Jim Bianco, Tobin Smith, and Todd M. Schoenberger discuss why this scenario matters for $SPY / $QQQ and how it could impact your portfolio.

📺 Full episode: https://www.youtube.com/watch?v=rgO6Wt8vcD8

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Buy Hold Sell: Erin Gibbs on Fed Cuts, Small-Cap Outperformance, and Consumer Trends

Erin explains why history shows that small-cap stocks can outperform large caps by 10% within six months when the Fed cuts rates by 200 basis points—a trend that has played out in 6 of the past 7 instances. She also shares her outlook on the health of the American consumer, rising debt levels, and what to expect from retail giants like ⁠Walmart⁠ (WMT), ⁠Target⁠ (TGT), ⁠Celsius⁠ (CELH), and ⁠Ralph Lauren⁠ (RL).

The conversation dives into:

📉 The implications of a potential 50 bps Fed rate cut

🏦 Why small and mid-caps could shine in 2025–2026

📊 Consumer resilience and spending trends

🛒 Retail stock winners and losers

🥇 Gold’s role in a weak-dollar environment

With small and mid-caps at a potential inflection point, this is a must-watch for investors navigating today’s uncertain market.

👉 Watch now and subscribe to the ⁠CrossCheck Media YouTube channel⁠ for more market-moving insights.

📢 ⁠⁠Like⁠⁠ 👍 | ⁠⁠Comment⁠⁠ 💬 | ⁠⁠Subscribe⁠⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#BuyHoldSell #Investing #Markets #FederalReserve #RateCuts #SmallCaps #MidCaps #ConsumerSpending #RetailStocks #StockMarket2025 #InvestSmart #Gold #Walmart #Target #Celsius #RalphLauren

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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.

Buy Hold Sell: Erin Gibbs on Fed Cuts, Small-Cap Outperformance, and Consumer Trends

Erin explains why history shows that small-cap stocks can outperform large caps by 10% within six months when the Fed cuts rates by 200 basis points—a trend that has played out in 6 of the past 7 instances. She also shares her outlook on the health of the American consumer, rising debt levels, and what to expect from retail giants like Walmart (WMT), Target (TGT), Celsius (CELH), and Ralph Lauren (RL).

The conversation dives into:

📉 The implications of a potential 50 bps Fed rate cut

🏦 Why small and mid-caps could shine in 2025–2026

📊 Consumer resilience and spending trends

🛒 Retail stock winners and losers

🥇 Gold’s role in a weak-dollar environment

With small and mid-caps at a potential inflection point, this is a must-watch for investors navigating today’s uncertain market.

👉 Watch now and subscribe to the CrossCheck Media YouTube channel for more market-moving insights.

📢 ⁠Like⁠ 👍 | ⁠Comment⁠ 💬 | ⁠Subscribe⁠ 🔔 for more in-depth market analysis!

🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠

📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#BuyHoldSell #Investing #Markets #FederalReserve #RateCuts #SmallCaps #MidCaps #ConsumerSpending #RetailStocks #StockMarket2025 #InvestSmart #Gold #Walmart #Target #Celsius #RalphLauren

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The Money Path: Rob Thummel on Oil’s Decline, the Rise of Electricity, and Top Energy Investment Picks

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The Money Path: Rob Thummel on Oil’s Decline, the Rise of Electricity, and Top Energy Investment Picks

In this episode of The Money Path with Todd Schoenberger, Todd welcomes Rob Thummel, Senior Portfolio Manager at Tortoise Capital, to break down today’s rapidly evolving energy markets.

Rob shares his insights on the recent oil price spike from geopolitical tensions in Qatar, why he expects oil prices to trend lower given rising supply from OPEC+, and what catalysts—like sanctions on Russian exports—could drive volatility. He also addresses the oil industry’s workforce decline, the role of AI and efficiency in reshaping operations, and why valuations still make energy stocks attractive for dividends and buybacks.

The conversation then shifts to the surging demand for U.S. electricity, fueled by AI growth, reshoring of manufacturing, and EV adoption. Rob explains why electricity is the future of energy investing and names specific companies positioned to benefit:

Rob calls this one of the most exciting times in his 30-year career to be investing in energy.

👉 Don’t forget to Subscribe to the CrossCheck Media YouTube channel for more expert conversations on markets, investing, and the future of global energy.

🔗 Website: https://crosscheckmanagement.com/

📧 Contact on Email: [email protected]

📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.

#TheMoneyPath #RobThummel #TortoiseCapital #EnergyInvesting #OilMarket #ElectricityDemand #AIandEnergy #Vistra #NRGEnergy #ConstellationEnergy #RiotPlatforms #TeraWulf #InvestingInsights #ToddSchoenberger

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