Biz Talk Today TV

Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks

41 min · 21 de jul de 2026
Portada del episodio Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks

Descripción

Can the stock market continue climbing even with oil prices surging and geopolitical tensions dominating the headlines? On this episode of Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=8kxyv46oPbmh53-U], host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for an in-depth discussion on why he continues to forecast the S&P 500 reaching 9,000 despite ongoing uncertainty in the Middle East. Jay explains why Wall Street may be overestimating the long-term impact of elevated oil prices, why he believes AI-driven earnings growth remains the market's biggest catalyst, and how Federal Reserve policy could evolve if inflation continues to moderate. The conversation also explores why technology leadership remains intact, why Marvell, Broadcom, and Amazon continue to stand out, and how investors should think about portfolio positioning during periods of geopolitical uncertainty. Later in the program, Jay provides an update on the newly launched QVOL ETF, discussing its covered call strategy, double-digit income objective, and why active stock selection may outperform traditional Nasdaq income funds. * Why Jay still believes the S&P 500 can reach 9,000 * Oil prices, the Strait of Hormuz, and market implications * Federal Reserve policy and the outlook for interest rates * Why AI earnings remain the biggest driver of stocks * Marvell, Broadcom, Amazon and semiconductor opportunities * How to manage winning positions and take profits * The investment philosophy behind the new QVOL ETF * Covered call strategies for generating income * Why active management may outperform passive Nasdaq funds Watch Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=8kxyv46oPbmh53-U] every week for institutional-level market analysis, macroeconomic insights, and actionable investment ideas from one of Wall Street's leading strategists. 📧 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 #SP500 #FederalReserve #OilPrices #ArtificialIntelligence #AIStocks #Investing #Nasdaq #Marvell #Broadcom #Amazon #QVOL #ICAPETFs #InfrastructureCapital #WallStreet #Markets #FinancialNews Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Comentarios

0

Sé la primera persona en comentar

¡Regístrate ahora y únete a la comunidad de Biz Talk Today TV!

Prueba gratis

Empieza 7 días de prueba

$99 / mes después de la prueba. · Cancela cuando quieras

  • Podcasts solo en Podimo
  • 20 horas de audiolibros al mes
  • Podcast gratuitos

Todos los episodios

895 episodios

Portada del episodio World Cup Billions: Why Soccer's Biggest Stage Is Changing American Sports

World Cup Billions: Why Soccer's Biggest Stage Is Changing American Sports

⚽ The FIFA World Cup isn't just the world's biggest sporting event—it's one of the most powerful economic engines in global sports. On this episode of Franchise Value [https://www.youtube.com/@CrossCheckMedia], host Todd M. Schoenberger welcomes Shana Orczyk Sissel, CEO & Founder of Banrion Capital Management and author of Tough Minded, for an in-depth look at the business of soccer and why the World Cup is transforming the economics of sports. Shana explains why FIFA's global reach continues to dwarf nearly every other sporting event, discusses television audiences approaching 70 million viewers, and examines how host cities benefit—and sometimes struggle—with the enormous financial demands of staging World Cup matches. The conversation also explores the future of youth soccer in America, the rising cost of participation driven by private equity-backed club programs, and why improving player development may be the key to making soccer a lasting force in the U.S. Todd and Shana also weigh in on the latest sports business headlines, including ESPN's recent layoffs following the NFL Network integration and the SEC's proposal regarding the NCAA's evolving governance, transfer portal, and NIL landscape. * The World Cup's multi-billion-dollar economic impact * Television ratings and FIFA's global audience * Why the World Cup is a financial powerhouse * The business of youth soccer in America * How private equity has changed youth sports * Why soccer remains difficult to grow in the United States * Building future American soccer stars * ESPN layoffs and the future of sports media * SEC, NCAA, NIL, and the transfer portal * The financial realities of hosting major sporting events * What comes next for soccer's growth in America Whether you're a sports fan, investor, or business leader, this episode reveals how the world's biggest sporting event is reshaping media, communities, youth development, and the future of sports economics. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUkpvT2tTWE5uaURGb0Uxb25zUmJhTnxBR3JiS2FsOXRoSEZNWHgxaW9vck8yRmFaZjk0d2FtaGRFem1oUlJlWEVuZ25xcVctVk9PMlQ4ZUMxRkp1MFBlblVOam45Nzk4V0VMTU1aRG5iYzYwUWNfZmZKb1NrRWhGTE1D&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 #WorldCup #FIFA #Soccer #SportsBusiness #SportsEconomics #BusinessOfSports #YouthSports #ShanaSissel #BanrionCapital #ToddSchoenberger #ESPN #SportsMedia #NCAA #SEC #NIL #TelevisionRatings #EconomicImpact #BizTalkTodayTV #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Ayer37 min
Portada del episodio Campaign Trail: Berney Flowers Takes on Taxes, the Key Bridge & Maryland's Future

Campaign Trail: Berney Flowers Takes on Taxes, the Key Bridge & Maryland's Future

The campaign begins now. On the debut episode of Campaign Trail: The Road to Congress, host Todd M. Schoenberger sits down with Berney Flowers, Republican candidate for Maryland's 3rd Congressional District, for an in-depth conversation about his vision for the district and the issues he says are most important to voters. Flowers discusses why affordability, rising taxes, and the delayed reconstruction of the Francis Scott Key Bridge have become central themes of his campaign. He argues that stronger federal leadership could accelerate recovery efforts while improving economic opportunities throughout the region. Drawing on 35 years of military leadership, Berney explains how his experience has shaped his approach to public service and why he believes it offers voters a different perspective on national security, infrastructure, and government accountability. The conversation also explores his proposal to expand modular nuclear energy as a way to reduce electricity costs, his concerns about congressional leadership and federal spending priorities, and his strategy for building a grassroots campaign focused on issues rather than political rhetoric. * Why Berney Flowers is running for Congress * The race for Maryland's 3rd Congressional District * High taxes, affordability, and the cost of living * The future of the Francis Scott Key Bridge reconstruction * Modular nuclear energy and lowering electricity costs * Military leadership and public service * National security and defense policy * Government accountability and federal spending * Building a grassroots campaign across Maryland * Upcoming campaign events and voter outreach Join us every other week as Campaign Trail: The Road to Congress follows Berney Flowers' journey from the campaign trail to Election Day, offering viewers an inside look at the people, policies, and pivotal moments that shape a congressional campaign. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rVHJDR2djUDE0MExlLXVab1NrQ1ZlQ3xBR3JiS2FrMmg3NWVDVDF2dkdaTEVoaWFGeG1OVjZZbnZpZExtTk5JT0g5aHJCUmFGZmZOQTdtWjdBc1pTckdoWGcwdWJ2dkN3YzFKcEtnZGU1RHgtRkVkeV9ndDNYU0g0dFE0&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=xPU2J_Z_t4U]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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. #CampaignTrail #RoadToCongress #BerneyFlowers #MarylandPolitics #MD03 #Election2026 #Congress #HouseOfRepresentatives #ToddSchoenberger #GrassrootsCampaign #FrancisScottKeyBridge #NuclearEnergy #MilitaryLeadership #Affordability #Taxes #Infrastructure #NationalSecurity #PublicPolicy #BizTalkTodayTV #Politics Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Ayer26 min
Portada del episodio Semiconductor Sell-Off: Buy the Dip or Protect Your Portfolio? | Keith Schneider's Market Playbook

Semiconductor Sell-Off: Buy the Dip or Protect Your Portfolio? | Keith Schneider's Market Playbook

Are semiconductor stocks flashing a warning signal—or creating the next great buying opportunity? On this episode of ⁠Keith's Corner⁠ [https://youtube.com/playlist?list=PLG6amIBGh6SA&si=rlOOU_qtJpGM_f_8], host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to discuss why his algorithm-driven investment models have successfully navigated one of the most volatile market environments in years. Keith explains why he believes risk management—not stock picking—is the key to long-term investing. As AI-driven semiconductor stocks experience sharp corrections, he reveals why his models have rotated capital into cash, why Lumentum Holdings (NASDAQ: LITE) remains one of his favorite AI infrastructure names, and how investors should think about position sizing during periods of extreme volatility. The discussion also explores the upcoming earnings reports from Alphabet, Intel, and IBM, whether semiconductor ETFs have reached an important technical inflection point, and why Bitcoin's recent correction could actually strengthen its long-term outlook. • Are semiconductor stocks entering a defensive phase? • AI infrastructure and the case for Lumentum Holdings (LITE) • Why algorithmic portfolio rotation is outperforming • The importance of ATR, volatility, and disciplined risk management • Head-and-shoulders pattern or healthy consolidation? • Alphabet, Intel & IBM earnings outlook • Bitcoin technical analysis and key support levels • How AI, geopolitics, and Fed policy are reshaping today's markets • Why managing downside risk matters more than chasing returns Whether you're an active trader or a long-term investor, this episode delivers actionable technical analysis and institutional-level insights designed to help you navigate today's rapidly changing market environment. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 #ToddSchoenberger #Semiconductors #AIStocks #ArtificialIntelligence #Lumentum #LITE #Bitcoin #TechnicalAnalysis #WallStreet #Investing #StockMarket #RiskManagement #AlgorithmicTrading #MarketRotation #EarningsSeason #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Ayer28 min
Portada del episodio Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks

Oil, the Fed & AI: Jay Hatfield's Bullish Case for S&P 9,000 Despite Middle East Risks

Can the stock market continue climbing even with oil prices surging and geopolitical tensions dominating the headlines? On this episode of Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=8kxyv46oPbmh53-U], host Todd M. Schoenberger welcomes Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, for an in-depth discussion on why he continues to forecast the S&P 500 reaching 9,000 despite ongoing uncertainty in the Middle East. Jay explains why Wall Street may be overestimating the long-term impact of elevated oil prices, why he believes AI-driven earnings growth remains the market's biggest catalyst, and how Federal Reserve policy could evolve if inflation continues to moderate. The conversation also explores why technology leadership remains intact, why Marvell, Broadcom, and Amazon continue to stand out, and how investors should think about portfolio positioning during periods of geopolitical uncertainty. Later in the program, Jay provides an update on the newly launched QVOL ETF, discussing its covered call strategy, double-digit income objective, and why active stock selection may outperform traditional Nasdaq income funds. * Why Jay still believes the S&P 500 can reach 9,000 * Oil prices, the Strait of Hormuz, and market implications * Federal Reserve policy and the outlook for interest rates * Why AI earnings remain the biggest driver of stocks * Marvell, Broadcom, Amazon and semiconductor opportunities * How to manage winning positions and take profits * The investment philosophy behind the new QVOL ETF * Covered call strategies for generating income * Why active management may outperform passive Nasdaq funds Watch Hatfield Economics [https://youtube.com/playlist?list=PLf7jplX9ww4qdrubbuKLcOmBZMuYR82Gq&si=8kxyv46oPbmh53-U] every week for institutional-level market analysis, macroeconomic insights, and actionable investment ideas from one of Wall Street's leading strategists. 📧 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 #SP500 #FederalReserve #OilPrices #ArtificialIntelligence #AIStocks #Investing #Nasdaq #Marvell #Broadcom #Amazon #QVOL #ICAPETFs #InfrastructureCapital #WallStreet #Markets #FinancialNews Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

21 de jul de 202641 min
Portada del episodio The AI Stock That Could Transform Hollywood | Mish Schneider's Under-the-Radar Pick

The AI Stock That Could Transform Hollywood | Mish Schneider's Under-the-Radar Pick

Could the next big AI investment in entertainment already be hiding in plain sight? On this clip from Financial Compass [https://youtu.be/QMjOO2hZzCY?si=3YKVtLjqlsHOtf50], host Todd M. Schoenberger and Mish Schneider, Founder of the Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, discuss why Unity Software (NYSE: U) deserves a closer look. While many investors focus on streaming giants like Netflix, Mish explains why Unity's AI-powered software—used to create digital environments, virtual production, and next-generation film and television content—could represent a compelling opportunity if the stock breaks through a key technical level. 📈 Topics include: Why Unity could benefit from the AI filmmaking revolution The critical $32 price level investors should watch How technical analysis points to a potential double-bottom formation Why AI software may become as important as streaming platforms themselves The future of virtual production, gaming, and entertainment technology Financial Compass brings together macro investing, technical analysis, and actionable market insights to help investors stay ahead of emerging trends. 📧 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. #FinancialCompass #MishSchneider #ToddSchoenberger #Unity #UnitySoftware #ArtificialIntelligence #AIStocks #Streaming #Hollywood #FilmTech #Investing #StockMarket #MarketGauge #EconomicModernFamily #TechStocks Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

21 de jul de 20263 min