On this episode of ⁠Wayve Wire⁠, host ⁠Todd M. Schoenberger⁠ is joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, CEO of Wayve Capital, for a timely breakdown of the recent market sell-off and a major shift at the Federal Reserve.

The panel discusses the appointment of Kevin Warsh as the new Fed Chairman, examining how his hard-money background could initially unsettle markets — and why his leadership may ultimately support lower interest rates. Rhys and Joe argue the sell-off was overdue and frame it as a necessary market reset rather than a structural breakdown.

The conversation turns to investment strategy, with insights on Apple’s earnings, rising memory chip costs, and why DRAM manufacturers like Micron may be positioned for upside. They also analyze volatility in software and cybersecurity stocks, pushing back on bearish reactions to strong growth in names like Microsoft, ServiceNow, and Palo Alto Networks. From metals to tech, policy to positioning, this episode offers a clear-eyed roadmap for navigating uncertainty and opportunity ahead.

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On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, CEO of Wayve Capital, for a timely breakdown of the recent market sell-off and a major shift at the Federal Reserve.

The panel discusses the appointment of Kevin Warsh as the new Fed Chairman, examining how his hard-money background could initially unsettle markets — and why his leadership may ultimately support lower interest rates. Rhys and Joe argue the sell-off was overdue and frame it as a necessary market reset rather than a structural breakdown.

The conversation turns to investment strategy, with insights on Apple’s earnings, rising memory chip costs, and why DRAM manufacturers like Micron may be positioned for upside. They also analyze volatility in software and cybersecurity stocks, pushing back on bearish reactions to strong growth in names like Microsoft, ServiceNow, and Palo Alto Networks. From metals to tech, policy to positioning, this episode offers a clear-eyed roadmap for navigating uncertainty and opportunity ahead.

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On this edition of BTT’s Market Minute, host ⁠Todd M. Schoenberger⁠ is joined by Rhys Williams, CIO of Wayve Capital, for a sharp breakdown of Tesla’s latest earnings and its evolving strategy.

The discussion centers on Tesla’s decision to discontinue the Model S and Model X, declining EV sales amid rising global competition, and Elon Musk’s push toward robotics and industrial products as a longer-term growth engine. Rhys explains why Tesla’s car revenue may continue to decline near-term, how investors should think about the company’s robot and battery ambitions, and why the stock remains in a holding pattern until those businesses become more tangible.

Todd and Rhys also examine Tesla’s autonomous driving challenges, shifting consumer sentiment around EVs, brand risks in Europe, and why Wayve Capital is tactically positioned neutral on the stock. The segment offers a candid look at where Tesla stands today — and what needs to change before confidence returns.

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On this episode of ⁠Financial Compass⁠, host ⁠Todd M. Schoenberger⁠ is joined by Mish Schneider, Chief Strategist at MarketGauge.com, to break down what today’s volatile markets are really signaling.

Mish analyzes the Federal Reserve’s latest decision, calling it a “nothing burger,” while markets react across stocks, commodities, and crypto. She shares tactical trading strategies for gold and silver, including the importance of daily trailing stops, and explains why energy markets may still have upside despite heightened volatility. Mish also weighs in on oil, natural gas, and the case for holding more cash as a hedge against uncertainty.

The conversation turns to equities and sector rotation, with Mish highlighting opportunities in biotechnology, under-the-radar drug stocks, and Disney’s technical setup. She also outlines her bullish outlook on Ethereum and the potential for a broader commodities super cycle. From metals and energy to crypto and stocks, this episode offers a clear-eyed roadmap for navigating today’s markets.

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On this edition of BTT’s Market Minute, host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital, for a sharp breakdown of Tesla’s latest earnings and its evolving strategy.

The discussion centers on Tesla’s decision to discontinue the Model S and Model X, declining EV sales amid rising global competition, and Elon Musk’s push toward robotics and industrial products as a longer-term growth engine. Rhys explains why Tesla’s car revenue may continue to decline near-term, how investors should think about the company’s robot and battery ambitions, and why the stock remains in a holding pattern until those businesses become more tangible.

Todd and Rhys also examine Tesla’s autonomous driving challenges, shifting consumer sentiment around EVs, brand risks in Europe, and why Wayve Capital is tactically positioned neutral on the stock. The segment offers a candid look at where Tesla stands today — and what needs to change before confidence returns.

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On this episode of Financial Compass, host Todd M. Schoenberger is joined by Mish Schneider, Chief Strategist at MarketGauge.com, to break down what today’s volatile markets are really signaling.

Mish analyzes the Federal Reserve’s latest decision, calling it a “nothing burger,” while markets react across stocks, commodities, and crypto. She shares tactical trading strategies for gold and silver, including the importance of daily trailing stops, and explains why energy markets may still have upside despite heightened volatility. Mish also weighs in on oil, natural gas, and the case for holding more cash as a hedge against uncertainty.

The conversation turns to equities and sector rotation, with Mish highlighting opportunities in biotechnology, under-the-radar drug stocks, and Disney’s technical setup. She also outlines her bullish outlook on Ethereum and the potential for a broader commodities super cycle. From metals and energy to crypto and stocks, this episode offers a clear-eyed roadmap for navigating today’s markets.

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In this episode of ⁠The Torres Report⁠, host Todd M. Schoenberger sits down with José Torres, Senior Economist at Interactive Brokers, for a deep dive into the Federal Reserve’s latest rate decision and what it really signals for markets.

The Fed held rates steady amid record equity highs, uneasy bond markets, and rising political scrutiny of Chair Jerome Powell. José explains why a 25-basis-point move can still be interpreted as hawkish, how dissenting votes reveal growing uncertainty inside the FOMC, and why muted payroll growth complicates the inflation fight.

The conversation also tackles Powell’s independence, the potential for political influence on future monetary policy, and whether a new Fed chair could reshape the outlook as soon as the next meeting. From balance sheet strategy and quantitative easing to geopolitics, tech earnings, and market volatility — this episode unpacks the forces driving the economy right now.

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In this episode of The Torres Report, host Todd M. Schoenberger sits down with José Torres, Senior Economist at Interactive Brokers, for a deep dive into the Federal Reserve’s latest rate decision and what it really signals for markets.

The Fed held rates steady amid record equity highs, uneasy bond markets, and rising political scrutiny of Chair Jerome Powell. José explains why a 25-basis-point move can still be interpreted as hawkish, how dissenting votes reveal growing uncertainty inside the FOMC, and why muted payroll growth complicates the inflation fight.

The conversation also tackles Powell’s independence, the potential for political influence on future monetary policy, and whether a new Fed chair could reshape the outlook as soon as the next meeting. From balance sheet strategy and quantitative easing to geopolitics, tech earnings, and market volatility — this episode unpacks the forces driving the economy right now.

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As the two-day FOMC meeting begins and all eyes turn to Chairman Powell’s press conference, a bigger question is emerging behind the scenes.

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Fed Chair Jerome Powell has barely spoken publicly in recent months — and with a major Federal Reserve press conference set for 2:30 PM ET tomorrow, the timing is raising eyebrows.

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