Biz Talk Today TV

Founder-Led Stocks Crush the Market? | SpaceX, Palantir & the Founder Advantage

29 min · 23 de jun de 2026
Portada del episodio Founder-Led Stocks Crush the Market? | SpaceX, Palantir & the Founder Advantage

Descripción

Do founder-led companies really outperform the market? On this episode of The Money Path [https://youtube.com/playlist?list=PLf7jplX9ww4qpkCtKwqrK4K91Ml5HtXdu&si=3xAPcdp3ljB8M7O9], host Todd M. Schoenberger sits down with Michael Monaghan of Founders Fund and the Founder ETF to discuss why companies led by their original founders often generate stronger long-term returns than their peers. As markets grapple with volatility and technology stocks face renewed pressure, Michael explains why founder-led businesses frequently recover faster during market dislocations and how visionary leaders such as Elon Musk have created extraordinary shareholder value through relentless execution, long-term thinking, and superior capital allocation. The discussion covers SpaceX's growing influence, the investment case for founder-led companies, the methodology behind the Founder ETF, and why Wall Street continues to underestimate businesses driven by entrepreneurial leadership. Topics include: • Why founder-led companies have outperformed the S&P 500 over decades • SpaceX's valuation, secondary market demand, and future opportunities • Elon Musk's leadership style and founder advantage • Why founders recover faster during market sell-offs • The Founder ETF's investment process and portfolio construction • Palantir, Salesforce, and software opportunities • Long-term investing during market volatility • Why Wall Street often misunderstands visionary founders • Capital allocation, execution, and founder-led value creation If the future belongs to founders, investors may want to pay close attention to where the next generation of market leaders is emerging. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWtSME1KdEhrVVkyU1psemtXVWwyV05hQXN3d3xBQ3Jtc0ttR2t3dWpsZmEyQkJEeE4tbGpHS3hjOFE5cHp3ZkdIMnQwekNRcjFLYzdaOHo5ak5zY0VCSnRMQzJ5dTVJMHZLenlXaEFDRDB2bS1zNVpmVTZrR2ZiSFNoOUxhUlVrdmpDek1vcFFRczZDaFRiV2NnUQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=NG0dwPxriys]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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. #TheMoneyPath, #MichaelMonaghan, #FounderETF, #FounderLedCompanies, #SpaceX, #ElonMusk, #Palantir, #Salesforce, #Investing, #StockMarket, #TechnologyStocks, #WallStreet, #GrowthInvesting, #Innovation, #FounderAdvantage Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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Portada del episodio Do Sports Owners Really Care About Fans? | Shana Sissel's Surprising Answer

Do Sports Owners Really Care About Fans? | Shana Sissel's Surprising Answer

Do professional sports team owners truly care about their fans—or is everything driven by profits? On this clip from the debut episode of Franchise Value [https://youtu.be/sMPHisQjwLg?si=muhE6EXLYHGdku4a], host Todd M. Schoenberger asks sports business expert Shana Sissel one of the biggest questions in professional sports. Shana explains why owners absolutely care about fans—but perhaps not in the way many people think. She breaks down the metrics that really matter: ticket sales, television ratings, merchandise revenue, and licensing. While social media outrage may dominate headlines, owners are watching one thing above all else—whether fans continue to spend. If the stadiums stay full, the jerseys keep selling, and millions continue tuning in, the business model remains strong. It's a candid conversation about the intersection of fandom, business, and billion-dollar sports franchises. 🔗 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. #FranchiseValue, #SportsBusiness, #ShanaSissel, #ToddSchoenberger, #NFL, #NBA, #MLB, #SportsOwners, #SportsFans, #TeamOwners, #SportsEconomics, #BusinessOfSports, #TicketSales, #SportsMedia, #SportsMarketing, #Investing, #BizTalkTodayTV, #SportsFinance, #ROI, #SportsIndustry Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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Portada del episodio Meta, Nvidia & AI's Next Move | Wayve Capital's Top Picks for the Second Half of 2026

Meta, Nvidia & AI's Next Move | Wayve Capital's Top Picks for the Second Half of 2026

Has the AI investment story entered a new chapter? On this episode of Wayve Wire [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=-nHrhdh0oUIrXq6z], host Todd M. Schoenberger is joined by Joe Besecker, CEO of Philadelphia-based Wayve Capital, and Rhys Williams, CIO of Wayve Capital [https://wayvecapital.com/], for a wide-ranging discussion on artificial intelligence, semiconductors, geopolitics, energy, and the outlook for Wall Street. Following Meta's blockbuster week and renewed optimism surrounding AI infrastructure spending, Joe and Rhys explain why the AI trade may still have room to run. They break down the latest developments in Meta's custom AI chips, discuss why Nvidia remains the industry leader, and reveal the semiconductor stocks they believe deserve investors' attention. The conversation also shifts to the Middle East, where renewed tensions involving Iran are raising geopolitical concerns heading into the weekend. Despite the headlines, the market's muted reaction suggests investors remain focused on earnings, AI innovation, and economic fundamentals. * Why Meta's AI investments could reshape the semiconductor landscape * Nvidia's long-term outlook and whether it's still the best AI stock to own * The memory chip battle between Micron and SK Hynix * Why Astera Labs and ARM remain compelling AI infrastructure plays * How to build a diversified semiconductor portfolio * Energy stocks, natural gas, and pipeline opportunities * Is Wall Street underpricing geopolitical risk? * Interest rates, housing, and the outlook for the second half of 2026 * What investors should be watching before next week's earnings season Whether you're focused on AI, semiconductors, energy, or macro investing, this episode delivers institutional-level insights designed to help investors navigate today's rapidly evolving markets. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVV3c3hTc3ZESm03Q3NkdGZSakY0d2M2ZXlyUXxBQ3Jtc0ttUVN0WGhkMFdRazMyMWpPczc5VFpGVHpnVnNfSjVzN0p3QWZ5ZTJaSld2TkNHVzRkVmFZb3daZDNOR1M4bFlJWnIxeUtLejZPeTJTMmgtR0JOb2pfV1NCTl9YdVFEcFdNOTlsRk9pQXFZM2pjZ0RWaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=HH-8GlFCY0Q]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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. #WayveWire, #WayveCapital, #JoeBesecker, #RhysWilliams, #ToddSchoenberger, #Meta, #ArtificialIntelligence, #AI, #Nvidia, #Micron, #SKHynix, #ARM, #AsteraLabs, #Semiconductors, #Energy, #NaturalGas, #WallStreet, #Investing, #StockMarket, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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Portada del episodio Is Wall Street Ignoring Iran? | Jay Hatfield Says Oil Bears Have It Wrong

Is Wall Street Ignoring Iran? | Jay Hatfield Says Oil Bears Have It Wrong

Is Wall Street underestimating the geopolitical risks in the Middle East? On this episode of Hatfield Economics, Jay Hatfield, CEO and CIO of InfraCap and Portfolio Manager of the ICAP ETFs, explains why he believes investors are actually pricing oil more accurately than many strategists. Despite renewed U.S. military action involving Iran and ongoing tensions across the region, Jay argues that OPEC's production increases and stable shipping through the Strait of Hormuz should keep oil prices under control. He also explains why he still expects lower inflation, negative CPI readings in the months ahead, and why downside—not upside—remains the biggest risk for crude oil prices. 🔗 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. #JayHatfield, #HatfieldEconomics, #OilPrices, #Iran, #MiddleEast, #Geopolitics, #WallStreet, #Inflation, #CPI, #OPEC, #EnergyMarkets, #CrudeOil, #Investing, #Markets, #BizTalkTodayTV, #ToddSchoenberger, #Economy, #FederalReserve, #Energy, #Stocks Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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