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

Is Wall Street Ignoring Iran? | Jay Hatfield Says Oil Bears Have It Wrong

Is Wall Street underestimating the geopolitical risks in the Middle East? On this episode of Hatfield Economics, Jay Hatfield, CEO and CIO of InfraCap and Portfolio Manager of the ICAP ETFs, explains why he believes investors are actually pricing oil more accurately than many strategists. Despite renewed U.S. military action involving Iran and ongoing tensions across the region, Jay argues that OPEC's production increases and stable shipping through the Strait of Hormuz should keep oil prices under control. He also explains why he still expects lower inflation, negative CPI readings in the months ahead, and why downside—not upside—remains the biggest risk for crude oil prices. 🔗 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. #JayHatfield, #HatfieldEconomics, #OilPrices, #Iran, #MiddleEast, #Geopolitics, #WallStreet, #Inflation, #CPI, #OPEC, #EnergyMarkets, #CrudeOil, #Investing, #Markets, #BizTalkTodayTV, #ToddSchoenberger, #Economy, #FederalReserve, #Energy, #Stocks Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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

Is Wall Street ignoring the warning signs beneath the surface? On this episode of ⁠Financial Compass⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4oqyjHFsdQuXZNcZy9JyY6g&si=vi7niFQ7L2rVuXKZ], host Todd M. Schoenberger sits down with Mish Schneider, Founder of The Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, for an in-depth look at the markets, commodities, and the economy. While major stock indexes continue pushing higher, Mish explains why rising economic stress, stubborn inflation, and elevated interest rates could signal a much different reality for consumers and investors. She also shares actionable technical analysis across energy, precious metals, consumer stocks, and several high-profile names. * Is a recession still coming despite a strong stock market? * Why natural gas remains on Mish's watch list * Oil prices, energy ETFs, and commodity opportunities * Gold, silver, and mining stocks: Buy now or wait? * Why agricultural commodities continue gaining momentum * BlackBerry's technical setup after its recent rally * Why Mish prefers PayPal and Stratasys over other tech names * Is Netflix becoming one of the market's biggest risks? * Target stock: Value opportunity or value trap? * The concept of a "T-shaped economy" and what it means for investors * Updates on Mish's Economic Modern Family project and what's coming next If you're looking beyond the headlines for where the next investment opportunities—and risks—may be developing, this is a conversation you won't want to miss. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbExFVS12TnM4dHBBSkQxMUd4elNiT3d4V1c4Z3xBQ3Jtc0tsaUxKUWtSXzVfTXl6UUlmRU9McDdDc2l4ZmJsQmdRUDNVUEZnMV9rYzNRbFcwc0F5M2w3X09rQ3NkdURBVHJTNkh1RTZjNENkRmN0TW9oeGw3MmU3Qlo3LVVhY2tmZFJiQ3NON2FJb3ktQXowbkhHRQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=vUAfSOfu73k]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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, #MarketGauge, #EconomicModernFamily, #Investing, #StockMarket, #Recession, #Oil, #NaturalGas, #Gold, #Silver, #Netflix, #PayPal, #Target, #BlackBerry, #Commodities, #TechnicalAnalysis, #WallStreet, #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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

Has Wall Street been underestimating the next phase of the AI revolution? On this ⁠Biz Talk Today TV Special Report⁠ [https://www.youtube.com/@CrossCheckMedia], host Todd M. Schoenberger is joined by Rhys Williams, CIO of ⁠Wayve Capital⁠ [https://wayvecapital.com/] and a regular expert on ⁠Wayve Wire⁠ [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=SANmZ8s1PgLoQKpS], to break down Meta's surprising decision to dramatically expand its AI infrastructure while producing its own custom AI chips. Despite recent speculation that AI spending was slowing, Meta's latest announcements tell a very different story. Rhys explains why this could mark the beginning of the next leg of the AI supercycle and what it means for investors, semiconductor companies, and the future of artificial intelligence. * Why Meta's AI expansion changes the investment narrative * The growing AI infrastructure arms race * Open-source vs. closed AI models * Why Broadcom, TSMC, and HBM memory suppliers stand to benefit * The importance of High Bandwidth Memory (HBM) in next-generation AI * Why long-term supply agreements are strengthening semiconductor pricing * Is Meta now one of the most attractive AI stocks? * Why the AI boom may still be in its early innings * Where investors should be looking next in the AI ecosystem If you think the AI trade is over, this conversation may completely change your perspective. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjdFNnVmV3ZteWxTelpBTlBWU0xyUUhldVRHZ3xBQ3Jtc0trQTJqcGhwWjVJZGpqeExrNVlyR2NLdjIyZFZWanFJQ25pME1mamNWanQ3OU1LSUFvRzZ5Zm53emtLY0RTWXVoTVNJSmxKRXZad05MSWEzUEhORXk4VDFLb0IzLU95aERESHhzUjNFZEhlX09jTllfdw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=AqXm9MForNE]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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. #Meta, #ArtificialIntelligence, #AI, #MetaAI, #Semiconductors, #Broadcom, #HBM, #Nvidia, #TSMC, #AIInfrastructure, #Investing, #Technology, #Stocks, #WallStreet, #WayveCapital, #RhysWilliams, #WayveWire, #ToddSchoenberger, #BizTalkTodayTV, #BreakingNews Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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

Is Wall Street ignoring the warning signs beneath the surface? On this episode of Financial Compass [https://youtube.com/playlist?list=PLf7jplX9ww4oqyjHFsdQuXZNcZy9JyY6g&si=vi7niFQ7L2rVuXKZ], host Todd M. Schoenberger sits down with Mish Schneider, Founder of The Economic Modern Family YouTube channel and Chief Strategist at MarketGauge.com, for an in-depth look at the markets, commodities, and the economy. While major stock indexes continue pushing higher, Mish explains why rising economic stress, stubborn inflation, and elevated interest rates could signal a much different reality for consumers and investors. She also shares actionable technical analysis across energy, precious metals, consumer stocks, and several high-profile names. * Is a recession still coming despite a strong stock market? * Why natural gas remains on Mish's watch list * Oil prices, energy ETFs, and commodity opportunities * Gold, silver, and mining stocks: Buy now or wait? * Why agricultural commodities continue gaining momentum * BlackBerry's technical setup after its recent rally * Why Mish prefers PayPal and Stratasys over other tech names * Is Netflix becoming one of the market's biggest risks? * Target stock: Value opportunity or value trap? * The concept of a "T-shaped economy" and what it means for investors * Updates on Mish's Economic Modern Family project and what's coming next If you're looking beyond the headlines for where the next investment opportunities—and risks—may be developing, this is a conversation you won't want to miss. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbExFVS12TnM4dHBBSkQxMUd4elNiT3d4V1c4Z3xBQ3Jtc0tsaUxKUWtSXzVfTXl6UUlmRU9McDdDc2l4ZmJsQmdRUDNVUEZnMV9rYzNRbFcwc0F5M2w3X09rQ3NkdURBVHJTNkh1RTZjNENkRmN0TW9oeGw3MmU3Qlo3LVVhY2tmZFJiQ3NON2FJb3ktQXowbkhHRQ&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=vUAfSOfu73k]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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, #MarketGauge, #EconomicModernFamily, #Investing, #StockMarket, #Recession, #Oil, #NaturalGas, #Gold, #Silver, #Netflix, #PayPal, #Target, #BlackBerry, #Commodities, #TechnicalAnalysis, #WallStreet, #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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

Has Wall Street been underestimating the next phase of the AI revolution? On this Biz Talk Today TV Special Report [https://www.youtube.com/@CrossCheckMedia], host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital [https://wayvecapital.com/] and a regular expert on Wayve Wire [https://youtube.com/playlist?list=PLf7jplX9ww4plfSyDcJQyuci9ujlI-Kfo&si=SANmZ8s1PgLoQKpS], to break down Meta's surprising decision to dramatically expand its AI infrastructure while producing its own custom AI chips. Despite recent speculation that AI spending was slowing, Meta's latest announcements tell a very different story. Rhys explains why this could mark the beginning of the next leg of the AI supercycle and what it means for investors, semiconductor companies, and the future of artificial intelligence. * Why Meta's AI expansion changes the investment narrative * The growing AI infrastructure arms race * Open-source vs. closed AI models * Why Broadcom, TSMC, and HBM memory suppliers stand to benefit * The importance of High Bandwidth Memory (HBM) in next-generation AI * Why long-term supply agreements are strengthening semiconductor pricing * Is Meta now one of the most attractive AI stocks? * Why the AI boom may still be in its early innings * Where investors should be looking next in the AI ecosystem If you think the AI trade is over, this conversation may completely change your perspective. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjdFNnVmV3ZteWxTelpBTlBWU0xyUUhldVRHZ3xBQ3Jtc0trQTJqcGhwWjVJZGpqeExrNVlyR2NLdjIyZFZWanFJQ25pME1mamNWanQ3OU1LSUFvRzZ5Zm53emtLY0RTWXVoTVNJSmxKRXZad05MSWEzUEhORXk4VDFLb0IzLU95aERESHhzUjNFZEhlX09jTllfdw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=AqXm9MForNE]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 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. #Meta, #ArtificialIntelligence, #AI, #MetaAI, #Semiconductors, #Broadcom, #HBM, #Nvidia, #TSMC, #AIInfrastructure, #Investing, #Technology, #Stocks, #WallStreet, #WayveCapital, #RhysWilliams, #WayveWire, #ToddSchoenberger, #BizTalkTodayTV, #BreakingNews Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]