Warsh's Fed, Middle East Risk & the Market's Next Move | Keith Schneider Breaks It Down

Jay Hatfield: Negative CPI Shock? Why Stocks Could Explode Higher Toward 9,000

Could Wall Street be dramatically underestimating what the next inflation report will reveal? On this episode of Hatfield Economics [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street. Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market. Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target. Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy. Topics include: * Why Jay predicts a negative June CPI report * Falling oil prices and what they mean for inflation * Why the Fed may have no choice but to cut rates * Could mortgage rates fall below 6%? * Why earnings—not valuations—are driving this bull market * S&P 500 outlook: 9,000... or even higher? * Amazon and Lockheed Martin investment thesis * Financial stocks poised to outperform * QVOL ETF performance and dividend strategy * Long-term investing versus hedge fund trading Don't miss one of the most bullish—and controversial—market outlooks of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEZXdFB3UnlnTTNoRHVBdDZGd1g4dVBfX2std3xBQ3Jtc0ttR3hHRFFIYS1QVFVUOGI0UkR1dzQwMjJwMHVuUmlPQVVOYU5vaWZfamVtSllpcVpDM0JmdUpXUkNHUV9UdTFEcjVYbDZYaVIxTWNDd014OXRya0VEWVdKNkNldkY0Y3o3Mnk1d0trdk1PQndvWjZkbw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=a7_rETSrEcQ]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #HatfieldEconomics #JayHatfield #ToddSchoenberger #StockMarket #CPI #Inflation #FederalReserve #InterestRates #SP500 #Investing #WallStreet #Economy #OilPrices #Amazon #LockheedMartin #BankOfAmerica #KKR #QVOL #BizTalkTodayTV #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Keith Schneider: Small Caps Break Out, AI Leads Again & Is Q3 Ready to Rally?

Markets continue to climb—but where are the biggest opportunities now? On today's episode of ⁠Keith's Corner⁠ [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to break down the technical signals shaping the second half of 2026. Keith explains why seasonal trends and improving market internals point to continued strength over the next several weeks, why small-cap stocks are stealing the spotlight, and why semiconductors remain one of the market's strongest leadership groups. Topics include: * 📈 Bullish seasonal trends for the next 5–6 weeks * 📊 Why the McClellan Oscillator just turned positive * 🚀 Small caps (IWM) hitting new highs while the S&P regains momentum * 🤖 AI, semiconductors, and where smart money is rotating * 💰 How MarketGauge's proprietary models are outperforming in 2026 * 🏦 Regional banks, biotech, and the next leadership sectors * 🌍 Israel, Lebanon, Iran, and what Middle East developments could mean for global markets * ⚖️ Why risk management matters more than reacting to headlines * 🔮 Preparing investors for Q3 and the upcoming earnings season Don't miss one of the market's sharpest technical minds as Keith shares actionable insights for navigating today's rapidly changing investment landscape. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVpTYjl5Qm9WX3V5SXlzUGlBa1pIZy1ONko4Z3xBQ3Jtc0ttSEVESm1ncE01clpybTJqVTBYZEt1RjBmb3RIRHZaT0c1RTNJQjNiTl9Ib3JJV1VjcjNBT2laX1RKRldkanBMT1JpT3gxQnR6SGpuVGdfTDFFbFQtMElqWEZEMDlfenZTamIzR0lSS2tielRraGU2MA&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=gl7f43Q8sZs]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #ToddSchoenberger #MarketGauge #StockMarket #WallStreet #Investing #SmallCaps #AI #Semiconductors #TechnicalAnalysis #Biotech #RegionalBanks #EarningsSeason #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Keith Schneider: Small Caps Break Out, AI Leads Again & Is Q3 Ready to Rally?

Markets continue to climb—but where are the biggest opportunities now? On today's episode of Keith's Corner [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to break down the technical signals shaping the second half of 2026. Keith explains why seasonal trends and improving market internals point to continued strength over the next several weeks, why small-cap stocks are stealing the spotlight, and why semiconductors remain one of the market's strongest leadership groups. Topics include: * 📈 Bullish seasonal trends for the next 5–6 weeks * 📊 Why the McClellan Oscillator just turned positive * 🚀 Small caps (IWM) hitting new highs while the S&P regains momentum * 🤖 AI, semiconductors, and where smart money is rotating * 💰 How MarketGauge's proprietary models are outperforming in 2026 * 🏦 Regional banks, biotech, and the next leadership sectors * 🌍 Israel, Lebanon, Iran, and what Middle East developments could mean for global markets * ⚖️ Why risk management matters more than reacting to headlines * 🔮 Preparing investors for Q3 and the upcoming earnings season Don't miss one of the market's sharpest technical minds as Keith shares actionable insights for navigating today's rapidly changing investment landscape. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVpTYjl5Qm9WX3V5SXlzUGlBa1pIZy1ONko4Z3xBQ3Jtc0ttSEVESm1ncE01clpybTJqVTBYZEt1RjBmb3RIRHZaT0c1RTNJQjNiTl9Ib3JJV1VjcjNBT2laX1RKRldkanBMT1JpT3gxQnR6SGpuVGdfTDFFbFQtMElqWEZEMDlfenZTamIzR0lSS2tielRraGU2MA&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=gl7f43Q8sZs]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #KeithsCorner #KeithSchneider #ToddSchoenberger #MarketGauge #StockMarket #WallStreet #Investing #SmallCaps #AI #Semiconductors #TechnicalAnalysis #Biotech #RegionalBanks #EarningsSeason #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Why Wall Street Laughed at Bitcoin | Sean Bill's 1–3% Allocation That Changed Everything

Back in 2019, recommending that pension funds invest just 1–3% in Bitcoin sounded radical. Many institutional investors dismissed the idea outright. Today, the conversation has completely changed. On this short video clip of The Money Path [https://youtu.be/GBMOn-YKhis?si=gCxAioVeuUgwttDE], Sean Bill, Co-Founder and CIO of Bitcoin Standard Treasury Company (BSTR), reveals the skepticism he faced when pitching Bitcoin to pension funds, why he believed Bitcoin belonged alongside gold as a store of value, and how institutional investors have gone from laughing at digital assets to seriously evaluating where Bitcoin belongs inside modern portfolios. Sean also explains why consultants remain cautious, why pension funds are becoming increasingly curious, and how Bitcoin's limited supply and global liquidity continue attracting institutional capital. Hosted by Todd M. Schoenberger. If you've ever wondered how Bitcoin went from a fringe investment to a serious institutional asset, this conversation explains the journey. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #Bitcoin #BTC #Crypto #DigitalAssets #InstitutionalInvesting #PensionFunds #SeanBill #TheMoneyPath #BitcoinETF #Investing #Finance #WallStreet #CryptoInvesting #PortfolioManagement #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Netflix Stock Crushed: Is This Finally the Buying Opportunity Investors Wanted?

Netflix ($NFLX) is down sharply, but could the worst already be priced in? On this episode of Financial Compass [https://youtube.com/playlist?list=PLf7jplX9ww4oqyjHFsdQuXZNcZy9JyY6g&si=iT0b8hb1EWoHQ1Tn], Mish Schneider, Chief Strategist at MarketGauge.com and Founder of the Economic Modern Family YouTube channel, analyzes Netflix's recent selloff and explains why patient investors may soon have a compelling setup. Mish discusses the company's massive subscriber base, advertising growth, password-sharing crackdowns, content challenges, and why upcoming NFL programming could become a major catalyst for the streaming giant. She also breaks down the key technical levels investors should watch as Netflix attempts to stabilize after a brutal decline. Is Netflix a falling knife—or a comeback candidate? Hosted by Todd M. Schoenberger. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #Netflix #NFLX #NetflixStock #StockMarket #Investing #StreamingWars #MishSchneider #FinancialCompass #MarketGauge #WallStreet #Trading #GrowthStocks #TechStocks #NFLXStock #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]