Biz Talk Today TV

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

31 min · 4 jul 2026
aflevering America, AI & Small Caps: Wayve Capital's Bold Second-Half Market Playbook artwork

Beschrijving

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]

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aflevering Meta Just Changed the AI Race | Why the AI Boom Is Far From Over | Rhys Williams artwork

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aflevering Recession Warning? | Mish Schneider on Oil, Gold, Netflix & the Next Big Market Moves artwork

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aflevering Meta Just Changed the AI Race | Why the AI Boom Is Far From Over | Rhys Williams artwork

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9 jul 202610 min
aflevering Private Equity Is Changing Sports Forever | The Business Behind the Celtics, NBA & Billion-Dollar Franchises artwork

Private Equity Is Changing Sports Forever | The Business Behind the Celtics, NBA & Billion-Dollar Franchises

Welcome to the debut episode of Franchise Value—the newest original series on Biz Talk Today TV, where sports meets capital. Hosted by Todd M. Schoenberger and featuring Shana Sissel, CEO & Founder of Banrion Capital Management and author of Tough Minded, Franchise Value explores the business decisions driving the world's most valuable sports assets. In this premiere episode, Todd and Shana break down one of the biggest stories in professional basketball—the blockbuster Boston Celtics trade involving Jaylen Brown—and explain why the move was driven more by basketball strategy than financial engineering. The conversation also takes viewers inside the rapidly growing role of private equity in professional sports, the economics behind soaring franchise valuations, and why streaming has permanently transformed the value of sports media rights. Shana explains why private equity firms are investing billions into sports while remaining limited in operational control, how leagues generate long-term enterprise value through ticket sales, sponsorships, licensing, and regional media rights, and why winning championships still delivers the greatest return on investment. Plus, why the WNBA may represent one of the most compelling growth opportunities in all of professional sports. 🏀 Was the Celtics' Jaylen Brown trade about basketball—or business? 💰 How private equity is reshaping sports ownership 📈 Why franchise values continue reaching record highs 📺 The streaming battle fueling higher media rights 🏆 Why winning championships creates lasting enterprise value 🌟 Why the WNBA may be the next great sports investment opportunity Whether you're an investor, sports fan, business executive, or simply curious about the economics behind billion-dollar franchises, Franchise Value is your weekly destination for understanding where sports and capital intersect. New episodes every week—only on Biz Talk Today TV. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnFReFhLZ1hjQkxPOXdMMkpaTWNGRnROTmZQUXxBQ3Jtc0trR3VhTk02dUlVUkhKQjJ3LU10dHhxNkJHaEVpN05teHVyY0Z4azlCeXh0LW1pcEVRNTFZdFFCOUl1dU1ndG9NMmxFdVpHTnVRRjJvZjE3NzVBaXJicVZVRnhFU3RXRmtrOUxmTjZPbC04ekF2Y2tkRQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=CY7jNm8Fa2Y]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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, #BizTalkTodayTV, #ShanaSissel, #ToddMSchoenberger, #SportsBusiness, #PrivateEquity, #NBA, #BostonCeltics, #JaylenBrown, #WNBA, #MediaRights, #SportsInvesting, #BusinessOfSports, #WallStreet, #Streaming, #Investing, #SportsFinance, #CapitalMarkets, #BanrionCapitalManagement, #ToughMinded Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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