Cash Is King? Joe Besecker on Buffett, Energy & the Market's Next Move

Cash Is King? Joe Besecker on Buffett, Energy & the Market's Next Move

Is Wall Street becoming too complacent? On this episode of ⁠Wayve Wire⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=vk0UN7lHBPMGb9Le], host Todd M. Schoenberger sits down with Joe Besecker, CEO of Wayve Capital Management, to discuss why some of the smartest investors in the market are quietly raising cash while maintaining a bullish long-term outlook. With Warren Buffett sitting on massive cash reserves, legendary investor Jeremy Grantham warning of potential risks, and geopolitical tensions continuing to shape global markets, Joe explains why investors may want to become more selective heading into the second half of 2026. Joe shares his outlook on portfolio positioning, market sentiment, energy investments, interest rates, housing affordability, and where he sees the best opportunities if volatility returns. The conversation also explores whether energy stocks remain undervalued, how investors should think about cash levels today, and why natural gas, pipelines, and select energy companies could benefit from both geopolitical uncertainty and long-term demand trends. • Why Joe is holding more cash and becoming increasingly opportunistic• Warren Buffett's cash position and what investors can learn from it• Jeremy Grantham's latest market warnings• Why the market is shifting from green to yellow• Energy stocks, pipelines, natural gas, Exxon and Chevron• The impact of Iran and geopolitical tensions on markets• Housing affordability and interest rate concerns• Portfolio management strategies for the second half of 2026• Why disciplined investors should prepare for opportunities ahead• The economic impact of the FIFA World Cup coming to the United States Whether you're bullish, bearish, or somewhere in between, this episode offers valuable insight into how professional investors are navigating today's market environment. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGhKYWJ4NUdIcFIzUmVxeWZJS29GaE40dlJMd3xBQ3Jtc0trUDd0M3BFQlJRX01Ub1ZlTWtBNHV3NDVYSjRUbUpGRjZpR05LdXBsNEN0cHhSYWVkejRVSExLaC15TVd3Y1ZodFhscWdGWlo4ZTZkMVptaXdTZ2p1dVRPaXIzcy1ncktlU2hpeGZoNFdlMU9mVVl6WQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=15nnWgTcpLk]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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, #ToddSchoenberger, #WayveCapital, #StockMarket, #Investing, #WallStreet, #WarrenBuffett, #JeremyGrantham, #EnergyStocks, #NaturalGas, #ExxonMobil, #Chevron, #InterestRates, #HousingMarket, #PortfolioManagement, #MarketOutlook, #Geopolitics, #Finance, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

BlackBerry's Comeback? Mish Schneider Sees a Path to $15

BlackBerry ($BB) is suddenly back in the spotlight after surging nearly 30% this week. On this episode of Financial Compass [https://youtube.com/playlist?list=PLf7jplX9ww4oqyjHFsdQuXZNcZy9JyY6g&si=7tvCVj2P6vJMxell], Mish Schneider, Chief Strategist at MarketGauge.com and Founder of the Economic Modern Family YouTube channel, breaks down what's fueling the rally and whether this move has staying power. After reporting its first positive operating cash flow in nine years, BlackBerry is attracting fresh investor attention as its AI and automotive technology businesses gain momentum. But is this just another short-lived meme stock surge, or the beginning of a much larger turnaround story? Mish analyzes the technical setup, key resistance levels, and why a move toward $15 may be possible if the stock can hold current gains. Hosted by Todd M. Schoenberger. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWVQM2V4d3hVdmpiN1ItSHN1c0ZFMk5jSkUtZ3xBQ3Jtc0tsd0VSVE9uQXpqSlg0bmtfaXVOaTl6dTFyYnl2ZHVDbEFBQ1BlNzBiOWk0TWFSRWZOUGgyTzM5WlhOdWw0cDNJQ2p0aHh1dGNMQ1pLUmgxcGRnMWVYMmlnbTFlVUloblhCblBRcTEzUHZOSVM5d1NLVQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=winEqio21-M]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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. #BlackBerry [https://www.youtube.com/hashtag/blackberry] #BBStock [https://www.youtube.com/hashtag/bbstock] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #Investing [https://www.youtube.com/hashtag/investing] #AIStocks [https://www.youtube.com/hashtag/aistocks] #MarketGauge [https://www.youtube.com/hashtag/marketgauge] #MishSchneider [https://www.youtube.com/hashtag/mishschneider] #FinancialCompass [https://www.youtube.com/hashtag/financialcompass] #StockTrading [https://www.youtube.com/hashtag/stocktrading] #WallStreet [https://www.youtube.com/hashtag/wallstreet] #Trading [https://www.youtube.com/hashtag/trading] #GrowthStocks [https://www.youtube.com/hashtag/growthstocks] #TechStocks [https://www.youtube.com/hashtag/techstocks] #BizTalkTodayTV [https://www.youtube.com/hashtag/biztalktodaytv] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Cash Is King? Joe Besecker on Buffett, Energy & the Market's Next Move

Is Wall Street becoming too complacent? On this episode of Wayve Wire [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=vk0UN7lHBPMGb9Le], host Todd M. Schoenberger sits down with Joe Besecker, CEO of Wayve Capital Management, to discuss why some of the smartest investors in the market are quietly raising cash while maintaining a bullish long-term outlook. With Warren Buffett sitting on massive cash reserves, legendary investor Jeremy Grantham warning of potential risks, and geopolitical tensions continuing to shape global markets, Joe explains why investors may want to become more selective heading into the second half of 2026. Joe shares his outlook on portfolio positioning, market sentiment, energy investments, interest rates, housing affordability, and where he sees the best opportunities if volatility returns. The conversation also explores whether energy stocks remain undervalued, how investors should think about cash levels today, and why natural gas, pipelines, and select energy companies could benefit from both geopolitical uncertainty and long-term demand trends. • Why Joe is holding more cash and becoming increasingly opportunistic • Warren Buffett's cash position and what investors can learn from it • Jeremy Grantham's latest market warnings • Why the market is shifting from green to yellow • Energy stocks, pipelines, natural gas, Exxon and Chevron • The impact of Iran and geopolitical tensions on markets • Housing affordability and interest rate concerns • Portfolio management strategies for the second half of 2026 • Why disciplined investors should prepare for opportunities ahead • The economic impact of the FIFA World Cup coming to the United States Whether you're bullish, bearish, or somewhere in between, this episode offers valuable insight into how professional investors are navigating today's market environment. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGhKYWJ4NUdIcFIzUmVxeWZJS29GaE40dlJMd3xBQ3Jtc0trUDd0M3BFQlJRX01Ub1ZlTWtBNHV3NDVYSjRUbUpGRjZpR05LdXBsNEN0cHhSYWVkejRVSExLaC15TVd3Y1ZodFhscWdGWlo4ZTZkMVptaXdTZ2p1dVRPaXIzcy1ncktlU2hpeGZoNFdlMU9mVVl6WQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=15nnWgTcpLk]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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, #ToddSchoenberger, #WayveCapital, #StockMarket, #Investing, #WallStreet, #WarrenBuffett, #JeremyGrantham, #EnergyStocks, #NaturalGas, #ExxonMobil, #Chevron, #InterestRates, #HousingMarket, #PortfolioManagement, #MarketOutlook, #Geopolitics, #Finance, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Wendy’s Meme Mania? Mish Schneider Says Move On

Did Wendy’s just become the latest meme stock? In this short clip from Financial Compass [https://youtube.com/playlist?list=PLf7jplX9ww4oqyjHFsdQuXZNcZy9JyY6g&si=20HhNMUugVJaai07], host Todd M. Schoenberger asks Mish Schneider, Chief Strategist at MarketGauge.com, about the surprising surge in Wendy’s stock and whether investors should chase the rally. Mish doesn't mince words. She explains why Wendy’s sudden spike looks more like a short-squeeze fueled meme trade than a fundamental investment opportunity. From soaring short interest to speculative momentum, Mish breaks down why some stocks become "the meme for a day" and why investors should be careful about getting caught in the excitement. Could this be another GameStop-style moment—or is Wall Street already moving on? Watch now to hear Mish's candid take on Wendy's, fast-food stocks, diet-drug trends, and why she believes there are far better opportunities elsewhere in the market. 🔗 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. #FinancialCompass, #MishSchneider, #ToddSchoenberger, #Wendys, #MemeStocks, #StockMarket, #Investing, #WallStreet, #Trading, #ShortSqueeze, #MarketGauge, #StocksToWatch, #RetailInvestors, #Volatility, #FastFoodStocks, #Finance, #Markets, #BusinessNews, #TradingStrategy, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Anthropic's Halo Fading? | Rhys Williams Reveals What AI Insiders Are Really Saying

Is Anthropic still the golden child of artificial intelligence—or is the narrative starting to change? In this thought-provoking clip from Wayve Wire [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=bF63fZn50kXyiXYW], host Todd M. Schoenberger asks Rhys Williams, CIO of Wayve Capital, about the growing buzz surrounding Anthropic, its potential IPO, and the controversy building behind the scenes. Rhys explains why Anthropic has become one of the fastest-growing companies in history, but also why parts of the AI community are beginning to push back. From concerns over user data and startup competition to government scrutiny and national security implications, Rhys shares a perspective that many mainstream investors may not be hearing. Could investor enthusiasm collide with growing skepticism inside the AI ecosystem? Watch this fascinating discussion as Rhys breaks down what could become one of the biggest stories in artificial intelligence. Featuring: • Anthropic's explosive growth • AI industry backlash • Government scrutiny and regulation • User data concerns • Startup ecosystem tensions • IPO implications • AI national security debate • The future of the AI race Don't miss this insider look at one of the most talked-about companies in artificial intelligence. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbElERGR3V282NzAza1RuMmgxOXVUMlBjbEdfZ3xBQ3Jtc0ttZllnS1dGMDhsVVpYZTV0eTluM0Yzdk5XNWo3T1ZqVk9pcl84ODlrSmhnZTBXTWxBdGpXMXFLdDVnb3ZhVEZZWE1Sd05ZYndrRTFqVFdGY2ZpR2R0eUpHQUlhRWQ0di1oUzQ1blg2aElGSzJnYldmRQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=7gZLK0LkFRE]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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 [https://www.youtube.com/hashtag/wayvewire] #Anthropic [https://www.youtube.com/hashtag/anthropic] #AI [https://www.youtube.com/hashtag/ai] #ArtificialIntelligence [https://www.youtube.com/hashtag/artificialintelligence] #RhysWilliams [https://www.youtube.com/hashtag/rhyswilliams] #ToddSchoenberger [https://www.youtube.com/hashtag/toddschoenberger] #IPO [https://www.youtube.com/hashtag/ipo] #TechStocks [https://www.youtube.com/hashtag/techstocks] #CyberSecurity [https://www.youtube.com/hashtag/cybersecurity] #OpenAI [https://www.youtube.com/hashtag/openai] #Gemini [https://www.youtube.com/hashtag/gemini] #ClaudeAI [https://www.youtube.com/hashtag/claudeai] #MachineLearning [https://www.youtube.com/hashtag/machinelearning] #Investing [https://www.youtube.com/hashtag/investing] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #TechNews [https://www.youtube.com/hashtag/technews] #VentureCapital [https://www.youtube.com/hashtag/venturecapital] #AIInvesting [https://www.youtube.com/hashtag/aiinvesting] #WayveCapital [https://www.youtube.com/hashtag/wayvecapital] #BizTalkTodayTV [https://www.youtube.com/hashtag/biztalktodaytv] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]