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

Semiconductors, Biotech & the Fed | Keith Schneider's Next Market Winners

Has the market entered its next leadership phase? On this 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 powerful sector rotation reshaping Wall Street. From semiconductors avoiding a major correction to biotech's AI-driven momentum and agriculture emerging as a potential opportunity, Keith explains where smart money may be heading next. They also discuss why the Federal Reserve may no longer be the dominant force behind market direction, how geopolitics is changing the investment landscape, and what upcoming inflation data and earnings season could mean for investors. * 📈 Why semiconductor leadership remains intact * 🧬 How AI is transforming biotechnology investing * 🌾 The bull case for agriculture and the Invesco DB Agriculture Fund (DBA) * 🏦 Has the Federal Reserve lost its grip on the markets? * 💼 Sector rotation and portfolio positioning * 📊 What inflation reports and earnings guidance could trigger next * 🚀 How MarketGauge identifies emerging investment opportunities Whether you're an active trader or a long-term investor, this episode delivers actionable insights into today's rapidly evolving market environment. Subscribe to Biz Talk Today TV for more expert interviews, market analysis, and investment strategies from Wall Street's leading professionals. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFRqeDcxQ2dVNnpSbVpTdUowX3dveUtiLVo5d3xBQ3Jtc0tsclRQbTFkUlNpTjJwRWpKUzVsNFplYlR1Q2cyQUZ1MVhrX1RXbnNuTmlvX1psS1dIaGpmRzJPcVBqeWNVbWhSS3pLSFh4bmpEdDg1X3F1VTZhVTNKczU2dmgwN0NFeEhZaFRrV09KU0RRMlZfMVJZaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=H55pbbFRk3o]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #ToddMSchoenberger #BizTalkTodayTV #MarketGauge #StockMarket #Investing #Semiconductors #Biotech #ArtificialIntelligence #Agriculture #DBA #FederalReserve #Inflation #EarningsSeason #SectorRotation #WallStreet #Trading #MarketAnalysis #InvestSmart 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]

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]