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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.
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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.
#TheMoneyPath #RobThummel #TortoiseCapital #EnergyInvesting #OilMarket #ElectricityDemand #AIandEnergy #Vistra #NRGEnergy #ConstellationEnergy #RiotPlatforms #TeraWulf #InvestingInsights #ToddSchoenberger
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Bianco on the Brink: Fed Politics, Tariff Fallout, and the Future of the Dollar
Bianco delivers hard-hitting insights into the Federal Reserve’s policies, upcoming inflation data, and why recent job market revisions are unlikely to sway the Fed’s next move. He breaks down the potential economic fallout of a Supreme Court ruling on tariffs, the ongoing housing affordability crisis, and why mortgage rate cuts alone won’t solve supply shortages.
The discussion also touches on the Fed’s influence on the U.S. dollar, the risks of overregulation in banking, and the global stage—where Bianco argues the only truly effective sanction against Russia would target oil exports. Expect a mix of sharp market analysis and candid conversation that investors won’t want to miss.
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🔗 Website: https://crosscheckmanagement.com/
📧 Contact on Email: [email protected]
👉 Don’t forget to Subscribe to the CrossCheck Media channel on YouTube for more high-impact episodes of Buy Hold Sell and other finance-driven shows that deliver Wall Street’s smartest insights directly to you.
📢 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.
#BuyHoldSell #JimBianco #BiancoResearch #FederalReserve #HousingCrisis #MortgageRates #Tariffs #EconomicOutlook #MarketTrends #InvestingInsights #RussiaSanctions #WallStreet
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On this episode of The Money Path with Todd Schoenberger, Todd sits down with Rhys Williams, Chief Strategist at Wayve Capital, to break down today’s most pressing economic and market trends. Rhys warns of potential stagflation in Q4, while analyzing the latest Fed inflation reports and economic revisions. He compares today’s AI boom to the late 1990s tech surge, offering insights into where investors should look for opportunity—and what to avoid. The conversation also dives into Federal Reserve independence, political risks, and what future administrations could mean for monetary policy. Plus, Rhys shares why he favors defensive REITs and AI-related stocks over popular plays like gold.
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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.
Bianco on the Brink: Fed Politics, Tariff Fallout, and the Future of the Dollar
Bianco delivers hard-hitting insights into the Federal Reserve’s policies, upcoming inflation data, and why recent job market revisions are unlikely to sway the Fed’s next move. He breaks down the potential economic fallout of a Supreme Court ruling on tariffs, the ongoing housing affordability crisis, and why mortgage rate cuts alone won’t solve supply shortages.
The discussion also touches on the Fed’s influence on the U.S. dollar, the risks of overregulation in banking, and the global stage—where Bianco argues the only truly effective sanction against Russia would target oil exports. Expect a mix of sharp market analysis and candid conversation that investors won’t want to miss.
📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis!
🔗 Website: https://crosscheckmanagement.com/
📧 Contact on Email: [email protected]
👉 Don’t forget to Subscribe to the CrossCheck Media channel on YouTube for more high-impact episodes of Buy Hold Sell and other finance-driven shows that deliver Wall Street’s smartest insights directly to you.
#BuyHoldSell #JimBianco #BiancoResearch #FederalReserve #HousingCrisis #MortgageRates #Tariffs #EconomicOutlook #MarketTrends #InvestingInsights #RussiaSanctions #WallStreet
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The Money Path: Stagflation Risks, AI’s Tech Boom 2.0, and Federal Reserve Independence with Rhys Williams
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Seasonality Secrets & Trading Insights: Jeffrey Hirsch with Danielle Shay at the NYSE
In this special episode of WealthWise with Jeffrey Hirsch, filmed live from the New York Stock Exchange, Jeffrey Hirsch—Editor-in-Chief of The Stock Trader’s Almanac—shares his latest seasonality outlook for stocks, including insights on election cycles, the “Best Six Months” strategy, and other proven market patterns. While in California attending the Future Proof conference, Jeff is also celebrating the release of the brand-new 2026 Almanac, the 59th edition of this legendary market guide.
He’s joined by Danielle Shay, VP of Options at Simpler Trading and host of Trader’s Code. In a candid one-on-one conversation, Danielle opens up about how she got started in trading, the lessons she’s learned as a woman in finance, her market outlook, and her new book, Sharpen Your Trading Edge.
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📢 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.
#WealthWise #JeffreyHirsch #DanielleShay #NYSE #StockTradersAlmanac #Seasonality #TradingEdge #FutureProofConference #OptionsTrading #MarketOutlook
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Seasonality Secrets & Trading Insights: Jeffrey Hirsch with Danielle Shay at the NYSE
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.
Buy Hold Sell: Horizon Investments CIO Scott Ladner on ETFs, Fed Cuts & Market Outlook
In this episode of Buy Hold Sell, Todd M. Schoenberger welcomes Scott Ladner, Chief Investment Officer at Horizon Investments, for an in-depth conversation on today’s markets and Horizon’s ambitious ETF expansion. With Tobin Smith away on assignment, Todd and Scott analyze the latest ADP jobs report, expectations for the upcoming Federal Reserve meeting on September 17th, and the likelihood of two rate cuts before year-end.
Scott also shares insights into Horizon’s nine newly launched ETFs (with three more pending), their unique Digital Frontier ETF focused on AI, quantum computing, and crypto, and how goals-based strategies are reshaping portfolios. The discussion also touches on gold’s resilience, Fed policy shifts, real estate risks, and the broader AI-driven Capex boom shaping market opportunities.
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📢 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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Our host, Danielle Shay, reveals her favorite trading pattern — the squeeze.Watch how she spots it early and turns short squeezes (like $KSS & $BBW) into massive trades.
📺 Full episode: https://www.youtube.com/watch?v=CHd2yAG3AwQ
Hear more from Danielle by subscribing to the CrossCheck Media channel on YouTube: https://youtube.com/@crosscheckmedia?si=iOwPeZQ5tqVNUZcz
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From the publisher's feed
Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity.
Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, investors, entrepreneurs, and decision-makers seeking smarter content in a rapidly changing world.