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

Jay Hatfield: Why Netflix Could Be Ready for a Comeback After Earnings

Is Wall Street overlooking Netflix? Ahead of the company's quarterly earnings report, Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, explains why he recently added Netflix ($NFLX) to his portfolio despite the stock's disappointing reaction to its last earnings report. In this Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=8UDFggFkyG2ggN3U] clip, Jay breaks down Netflix's valuation, growth outlook, and why he believes hedge fund positioning—not the company's fundamentals—created an attractive buying opportunity. He also compares Netflix's risk profile to high-beta AI names like Broadcom and explains why "boring" can sometimes be a winning investment strategy. With earnings just around the corner, is Netflix poised to surprise Wall Street? 🔗 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 #JayHatfield #HatfieldEconomics #ToddSchoenberger #Streaming #Earnings #StockMarket #WallStreet #Investing #GrowthStocks #TechStocks #Broadcom #AI #HedgeFunds #ICAPETFs #Stocks #BizTalkTodayTV #EarningsSeason #InvestSmart Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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]

Are NFL Teams the Best Investment on Earth? | Seahawks Sell for Record $9.6 Billion

Are NFL franchises becoming the world's ultimate investment? On this week's episode of Franchise Value [https://www.youtube.com/@CrossCheckMedia], Shana Sissel, CEO & Founder of Banríon Capital Management and author of the forthcoming book Tough Minded, joins co-host Todd M. Schoenberger to break down the record-shattering reported $9.6 billion sale of the Seattle Seahawks and what it means for the future of professional sports ownership. The discussion explores why NFL franchise values continue to soar, how private equity is changing the ownership landscape, and why billionaires are willing to pay enormous premiums for professional sports teams. Shana also explains how stadium ownership, media rights, licensing, and surrounding real estate developments have transformed NFL franchises into some of the most valuable assets in the investment world. The conversation also examines whether municipalities should help finance stadiums, how public funding impacts taxpayers, and why smaller-market teams like the Buffalo Bills continue to command extraordinary valuations despite limited local media markets. * The reported $9.6 billion Seattle Seahawks sale * Why NFL franchise values continue reaching new records * The growing role of private equity in professional sports * Stadium ownership and year-round revenue opportunities * Public financing vs. taxpayer responsibility * Why small-market NFL teams remain incredibly valuable * Media rights, licensing, and franchise monetization * Could NFL ownership outperform the S&P 500? * The future of sports investing and ownership If you're interested in sports business, investing, private equity, or the economics behind the world's most valuable sports franchises, this is an episode you won't want to miss. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjJFa052R3BvV3kwYzA5U0lVV2NUQ0RMaW9iQXxBQ3Jtc0tuMFRmZ290d2J6d2Z3M1BFMUR2WkZISC1KaW1MbVYxTUVhUnlxekVvMVdvaGZ0cjIyQW9OZVViejFzaU9NOE9rOHQ1MmwyNkhUdUdoU0VHc2wzT3N4X0JrT3BQWUo5Wlp2aXQteUxVczVwZGotRGJzSQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=sMPHisQjwLg]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #ShanaSissel #ToddSchoenberger #NFL #SeattleSeahawks #SportsBusiness #SportsInvesting #PrivateEquity #FranchiseValuations #BusinessOfSports #NFLOwnership #WallStreet #Investing #StadiumFinance #MediaRights #BanrionCapital #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Jay Hatfield Was Right Again | Negative CPI, Falling Oil & Why Wall Street Keeps Missing the Inflation Story

Did Wall Street get inflation wrong again? On this episode of Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=YiqkHrHwpDlb6FtR], host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, after his bold prediction of a negative monthly CPI reading proved accurate. Jay explains why his monetarist approach continues to outperform the consensus, why collapsing energy prices and slowing shelter inflation point toward lower inflation ahead, and why he believes oil prices could fall below $60 per barrel in the months ahead. The conversation also explores the outlook for banks, regional bank mergers, AI-driven financial sector spending, investment banking activity, and why Jay believes Wall Street economists continue to underestimate disinflationary forces. Plus, Jay provides an update on his new QVOL ETF, discusses its performance versus the Nasdaq, explains its income-focused strategy, and previews an upcoming investor webinar. * Why Jay correctly forecast a negative CPI reading * Oil prices and the path toward sub-$60 crude * Why shelter inflation is finally rolling over * The Federal Reserve and the inflation outlook * Banking earnings and regional bank M&A * AI spending across the financial sector * Why monetarist analysis differs from Wall Street consensus * QVOL ETF performance and dividend strategy * What investors should watch during the second half of 2026 Whether you're an investor, trader, or macroeconomic enthusiast, this episode delivers institutional-level insights into inflation, energy markets, interest rates, and portfolio positioning. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3VEdzhBb2hucTByaldTVkg0UjV5aFBzRTlOUXxBQ3Jtc0ttd1F3aDlKakZrTTR3dzFLVHpNX1h2cjE1Y1h5TXllU0VyZG9YbDVyUzRKQU0zQ0N4dVBRaHdaNlNSM3hGYVlTOGFHdVBQTXdZZWRJZ0JHU2lBNVhTcWFWWXFNb0h3aGVGS1RockVERW4yVFdRTW9EOA&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=YI0BcQuSH8M]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #Inflation #CPI #FederalReserve #OilPrices #Energy #BankStocks #RegionalBanks #WallStreet #Investing #StockMarket #ICAPETFs #QBALL #MacroEconomics #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Jay Hatfield Was Right Again | Negative CPI, Falling Oil & Why Wall Street Keeps Missing the Inflation Story

Did Wall Street get inflation wrong again? On this episode of Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=w-vUTNjxh16fcGm8], host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, after his bold prediction of a negative monthly CPI reading proved accurate. Jay explains why his monetarist approach continues to outperform the consensus, why collapsing energy prices and slowing shelter inflation point toward lower inflation ahead, and why he believes oil prices could fall below $60 per barrel in the months ahead. The conversation also explores the outlook for banks, regional bank mergers, AI-driven financial sector spending, investment banking activity, and why Jay believes Wall Street economists continue to underestimate disinflationary forces. Plus, Jay provides an update on his new QVOL ETF, discusses its performance versus the Nasdaq, explains its income-focused strategy, and previews an upcoming investor webinar. * Why Jay correctly forecast a negative CPI reading * Oil prices and the path toward sub-$60 crude * Why shelter inflation is finally rolling over * The Federal Reserve and the inflation outlook * Banking earnings and regional bank M&A * AI spending across the financial sector * Why monetarist analysis differs from Wall Street consensus * QVOL ETF performance and dividend strategy * What investors should watch during the second half of 2026 Whether you're an investor, trader, or macroeconomic enthusiast, this episode delivers institutional-level insights into inflation, energy markets, interest rates, and portfolio positioning. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVVQWFBiWk10cmJmS1lfWTU3b2hfTHpCOHQyZ3xBQ3Jtc0tuVzhOMkJ4QmZodlNtSWRZVE1QRVJVajBZZ0xoTlNONDlSZGFyV1FJV245NzFGRm5EQVVoSEZGVS1WR1B1SDRpUHFYZndjbzBVSzY3TkE4dkUzYWR1ZDQxZXRiSWhFSjRONU1qQXRJZjhQMWtnSEdzbw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=YI0BcQuSH8M]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #Inflation #CPI #FederalReserve #OilPrices #Energy #BankStocks #RegionalBanks #WallStreet #Investing #StockMarket #ICAPETFs #QBALL #MacroEconomics #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]