Jobs Surge, Oil Shock & The AI Boom | Wayve Capital Breaks Down What's Next for Markets

America, AI & Small Caps: Wayve Capital's Bold Second-Half Market Playbook

Can the stock market continue climbing even as AI stocks cool off? Is Wall Street entering a new phase where small-cap companies finally take the lead? On this special Fourth of July edition of ⁠Wayve Wire⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=u9xrYomKLUqG_CzS], host Todd M. Schoenberger welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for an in-depth discussion on where investors should be positioning portfolios for the second half of 2026. Joe explains why he's becoming even more optimistic about the market despite recent weakness in semiconductor and AI stocks, arguing that the investment landscape is broadening well beyond the Magnificent Seven. Rhys shares why the current capital spending boom, fueled by new tax incentives, could provide a significant tailwind for domestic small-cap companies. The conversation also explores the Federal Reserve's influence on markets, consumer spending trends heading into earnings season, the growing opportunity in actively managed small-cap portfolios, online sports betting, and why emerging "Trump Accounts" could reshape long-term investing for younger Americans. Topics Include: • Is the AI trade entering a new phase? • Why small-cap stocks may continue outperforming • Federal Reserve outlook and inflation risks • What earnings season could reveal • Consumer spending winners and losers • Sports betting investment opportunities • The rise of Trump Accounts • Active investing versus passive indexes • Where Wayve Capital is finding value today Don't miss this special Independence Day market outlook as Wayve Capital shares its roadmap for navigating Wall Street through the second half of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0tPR3A3Y3QwNWFXU3JnS3pLVExodUZ3ZEVTUXxBQ3Jtc0tsZ2daTldKRXJnZld6eUh6RFlUT0hHaEg3eXJ4OG1Hc0lKcFVZbnFQM3gtSGdXV3IyZEZNZ0dvZ1VTeU5kYjFpUjNnT1hhSXYwOXl4bnJPZnE4WmlUX2RnaWhIN0RJcXdCQk00eENrYkw1NHZfVm9Jcw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=LqnzpqYOdpA]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #JoeBesecker #RhysWilliams #ToddSchoenberger #WayveCapital #FourthOfJuly #StockMarket #WallStreet #Investing #SmallCaps #AI #ArtificialIntelligence #FederalReserve #EarningsSeason #Inflation #SportsBetting #TrumpAccounts #PortfolioManagement #MarketOutlook #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

America, AI & Small Caps: Wayve Capital's Bold Second-Half Market Playbook

Can the stock market continue climbing even as AI stocks cool off? Is Wall Street entering a new phase where small-cap companies finally take the lead? On this special Fourth of July edition of Wayve Wire [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=u9xrYomKLUqG_CzS], host Todd M. Schoenberger welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for an in-depth discussion on where investors should be positioning portfolios for the second half of 2026. Joe explains why he's becoming even more optimistic about the market despite recent weakness in semiconductor and AI stocks, arguing that the investment landscape is broadening well beyond the Magnificent Seven. Rhys shares why the current capital spending boom, fueled by new tax incentives, could provide a significant tailwind for domestic small-cap companies. The conversation also explores the Federal Reserve's influence on markets, consumer spending trends heading into earnings season, the growing opportunity in actively managed small-cap portfolios, online sports betting, and why emerging "Trump Accounts" could reshape long-term investing for younger Americans. Topics Include: • Is the AI trade entering a new phase? • Why small-cap stocks may continue outperforming • Federal Reserve outlook and inflation risks • What earnings season could reveal • Consumer spending winners and losers • Sports betting investment opportunities • The rise of Trump Accounts • Active investing versus passive indexes • Where Wayve Capital is finding value today Don't miss this special Independence Day market outlook as Wayve Capital shares its roadmap for navigating Wall Street through the second half of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0tPR3A3Y3QwNWFXU3JnS3pLVExodUZ3ZEVTUXxBQ3Jtc0tsZ2daTldKRXJnZld6eUh6RFlUT0hHaEg3eXJ4OG1Hc0lKcFVZbnFQM3gtSGdXV3IyZEZNZ0dvZ1VTeU5kYjFpUjNnT1hhSXYwOXl4bnJPZnE4WmlUX2RnaWhIN0RJcXdCQk00eENrYkw1NHZfVm9Jcw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=LqnzpqYOdpA]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #JoeBesecker #RhysWilliams #ToddSchoenberger #WayveCapital #FourthOfJuly #StockMarket #WallStreet #Investing #SmallCaps #AI #ArtificialIntelligence #FederalReserve #EarningsSeason #Inflation #SportsBetting #TrumpAccounts #PortfolioManagement #MarketOutlook #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

AI Earnings Boom, Small Caps & SpaceX: Mike Dickson's Bold Q3 Market Outlook

Can the stock market continue climbing through the third quarter? Are AI stocks still the best investment—or is Wall Street's next big opportunity hiding elsewhere? On this episode of ⁠The Money Path⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4qpkCtKwqrK4K91Ml5HtXdu&si=MCdgHnncMXg8Q9Ub], host Todd M. Schoenberger sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, to break down the forces shaping the second half of 2026. Mike explains why AI-driven productivity continues to fuel stronger-than-expected corporate earnings, why small-cap stocks may finally be stepping into the spotlight, and what investors should expect from the Federal Reserve under new Chairman Kevin Warsh. The discussion also explores whether the semiconductor rally still has room to run, why software companies could become the next AI winners, the outlook for housing and inflation, and why investors should exercise patience before chasing SpaceX. Topics include: * AI's next phase beyond the Magnificent Seven * Why earnings expectations could still be too low * Small-cap stocks vs. large-cap technology * Federal Reserve policy and inflation outlook * Housing market recovery prospects * SpaceX valuation and IPO strategy * Q3 market risks and opportunities * What investors should be watching next Don't miss one of the most comprehensive market outlooks as Wall Street enters the second half of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWhXNmoycnVsNUN5RjhNYlQ1a2VkaG1WWHA2d3xBQ3Jtc0ttUjliSkxGQWZmckR4bzV2dlY5clBKS19sS0JmTFpjOTFqRVFHU0dNY3hLQXp6NDhEYXM2THo2V2dvNWdyNE9xU2xZRXItVnR3cEJaczlKanByUDhrc2MwNmc3RG1NWVhCbzEwRmJUd3RPNktyMWlfZw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=B26p491B3Oo]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #MikeDickson #ToddSchoenberger #Investing #StockMarket #WallStreet #ArtificialIntelligence #AIStocks #SmallCaps #Semiconductors #FederalReserve #Inflation #InterestRates #EarningsSeason #SpaceX #HousingMarket #MarketOutlook #InvestSmart #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

AI Earnings Boom, Small Caps & SpaceX: Mike Dickson's Bold Q3 Market Outlook

Can the stock market continue climbing through the third quarter? Are AI stocks still the best investment—or is Wall Street's next big opportunity hiding elsewhere? On this episode of The Money Path [https://youtube.com/playlist?list=PLf7jplX9ww4qpkCtKwqrK4K91Ml5HtXdu&si=MCdgHnncMXg8Q9Ub], host Todd M. Schoenberger sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, to break down the forces shaping the second half of 2026. Mike explains why AI-driven productivity continues to fuel stronger-than-expected corporate earnings, why small-cap stocks may finally be stepping into the spotlight, and what investors should expect from the Federal Reserve under new Chairman Kevin Warsh. The discussion also explores whether the semiconductor rally still has room to run, why software companies could become the next AI winners, the outlook for housing and inflation, and why investors should exercise patience before chasing SpaceX. Topics include: * AI's next phase beyond the Magnificent Seven * Why earnings expectations could still be too low * Small-cap stocks vs. large-cap technology * Federal Reserve policy and inflation outlook * Housing market recovery prospects * SpaceX valuation and IPO strategy * Q3 market risks and opportunities * What investors should be watching next Don't miss one of the most comprehensive market outlooks as Wall Street enters the second half of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWhXNmoycnVsNUN5RjhNYlQ1a2VkaG1WWHA2d3xBQ3Jtc0ttUjliSkxGQWZmckR4bzV2dlY5clBKS19sS0JmTFpjOTFqRVFHU0dNY3hLQXp6NDhEYXM2THo2V2dvNWdyNE9xU2xZRXItVnR3cEJaczlKanByUDhrc2MwNmc3RG1NWVhCbzEwRmJUd3RPNktyMWlfZw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=B26p491B3Oo]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #MikeDickson #ToddSchoenberger #Investing #StockMarket #WallStreet #ArtificialIntelligence #AIStocks #SmallCaps #Semiconductors #FederalReserve #Inflation #InterestRates #EarningsSeason #SpaceX #HousingMarket #MarketOutlook #InvestSmart #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Keith Schneider: Wall Street's Summer Rally Is Just Getting Started?

Could the market be gearing up for one of its strongest seasonal rallies of the year? In this exclusive clip from Keith's Corner, Keith Schneider, CEO & Co-Founder of MarketGauge.com, tells host Todd M. Schoenberger why he believes Wall Street is entering a historically bullish stretch as the third quarter begins. 📈 Keith explains: Why July has some of the strongest seasonal trends of the year The key market internals confirming the rally What the McClellan Oscillator is signaling now Why geopolitical headlines may not derail stocks Whether investors should expect a "sizzler" on Wall Street this summer If you're wondering whether this rally still has room to run, you won't want to miss Keith's outlook. 🔗 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. #KeithsCorner #KeithSchneider #MarketGauge #WallStreet #StockMarket #Investing #Stocks #SP500 #Nasdaq #BullMarket #MarketOutlook #TechnicalAnalysis #McClellanOscillator #Seasonality #Q3 #SummerRally #EarningsSeason #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]