The Weekly Money Clip
782 episodes — Page 7 of 16
Goldilocks or Market Mirage? AI Fears, Rate Cuts & a $5,500 Gold Call | Matt Orton on The Money Path
Is the market sending the wrong signal? On this episode of The Money Path, host Todd M. Schoenberger sits down with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, to break down the biggest forces driving markets right now. Matt calls the macro backdrop “Goldilocks” — solid GDP growth, moderating inflation, accelerating CapEx — yet markets are churning sideways and volatility is rising. Why the disconnect? They dive into: • AI stock valuations and whether Big Tech deserves the pullback • CapEx acceleration and the industrials super-cycle • Whether the Fed will actually deliver three rate cuts • The 10-year Treasury near 4% and what it signals • Energy sector caution after a strong run • Why emerging markets are gaining structural strength • Matt’s bold $5,500 gold target • Why he sees no recession on the horizon If you're navigating volatility, questioning AI valuations, or positioning for 2026, this conversation delivers actionable strategy — not noise. Watch now to understand what’s driving the rotation — and where the real opportunities may lie. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://biztalktodaytv.com 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #MarketStrategy, #AIInvesting, #FederalReserve, #InterestRates, #GoldInvesting, #EmergingMarkets, #StockMarket, #WealthManagement, #EconomicOutlook, #CapEx, #Industrials, #EnergyStocks Learn more about your ad choices. Visit megaphone.fm/adchoices
Goldilocks or Market Mirage? AI Fears, Rate Cuts & a $5,500 Gold Call | Matt Orton on The Money Path
Is the market sending the wrong signal? On this episode of The Money Path, host Todd M. Schoenberger sits down with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, to break down the biggest forces driving markets right now. Matt calls the macro backdrop “Goldilocks” — solid GDP growth, moderating inflation, accelerating CapEx — yet markets are churning sideways and volatility is rising. Why the disconnect? They dive into: • AI stock valuations and whether Big Tech deserves the pullback • CapEx acceleration and the industrials super-cycle • Whether the Fed will actually deliver three rate cuts • The 10-year Treasury near 4% and what it signals • Energy sector caution after a strong run • Why emerging markets are gaining structural strength • Matt’s bold $5,500 gold target • Why he sees no recession on the horizon If you're navigating volatility, questioning AI valuations, or positioning for 2026, this conversation delivers actionable strategy — not noise. Watch now to understand what’s driving the rotation — and where the real opportunities may lie. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://biztalktodaytv.com 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #MarketStrategy, #AIInvesting, #FederalReserve, #InterestRates, #GoldInvesting, #EmergingMarkets, #StockMarket, #WealthManagement, #EconomicOutlook, #CapEx, #Industrials, #EnergyStocks Learn more about your ad choices. Visit megaphone.fm/adchoices
The Smart Money Is Inside the Company — Beat the Market by Following Executives? | with Haren Bhakta
Are corporate insiders the ultimate market signal? On this episode of The Money Path, host Todd M. Schoenberger sits down with Haren Bhakta, Founder & CEO of the Inside Ownership Index, to break down a radically different way to invest — one that follows where leadership’s actual money lives. Instead of weighting companies by market cap alone, the Inside Ownership Index ranks the top 100 S&P 500 companies by the dollar value insiders hold in their own stock — and the results are eye-opening. 📊 Topics covered: Why dollar ownership matters more than percentage ownership Founder exits and cultural impact on companies like Walmart and FedEx A 20-year backtest showing ~2.5% annual outperformance vs. the S&P 500 Volatility during major market events — signal or risk? What happens to companies when iconic leaders such as Warren Buffett eventually step away The upcoming ETF launch and what it could mean for investors 👉 If you want to understand where the real conviction in the market exists — watch now and rethink how you measure alignment. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #StockMarket, #InvestingStrategy, #SmartMoney, #FounderLedCompanies, #MarketAlpha, #ETFInvesting, #PortfolioStrategy, #WealthBuilding, #FinancialEducation, #InsideOwnership Learn more about your ad choices. Visit megaphone.fm/adchoices
Wealth on the Move: Why the Ultra-Rich Are Leaving High-Tax States — and Where They’re Investing Next
On this episode of The Money Path, host Todd M. Schoenberger sits down with Paul Karger, Co-Founder & Managing Partner of TwinFocus, to unpack a growing shift in the financial world: capital migration. As proposed wealth taxes and policy uncertainty reshape the landscape in states like California and Massachusetts, ultra-high-net-worth families are reconsidering where — and how — they live and invest. Paul reveals what’s really driving relocations to places like Florida and New Hampshire, how multi-year moves are planned, and what it means for state economies, philanthropy, and portfolio strategy. Plus: Why uncertainty matters more than tax rates Gold’s renewed role in institutional portfolios Emerging markets opportunities (Greece, Brazil & commodity economies) The “total balance sheet” approach used by billionaire families If you want to understand where serious money is going — and why — this conversation is essential viewing. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WealthManagement, #WealthTax, #TaxMigration, #FamilyOffice, #GoldInvesting, #PortfolioStrategy, #HighNetWorth, #FinancialPlanning, #MacroEconomics, #CapitalFlight Learn more about your ad choices. Visit megaphone.fm/adchoices
The Smart Money Is Inside the Company — Beat the Market by Following Executives? | Haren Bhakta on The Money Path
Are corporate insiders the ultimate market signal? On this episode of The Money Path, host Todd M. Schoenberger sits down with Haren Bhakta, Founder & CEO of the Inside Ownership Index, to break down a radically different way to invest — one that follows where leadership’s actual money lives. Instead of weighting companies by market cap alone, the Inside Ownership Index ranks the top 100 S&P 500 companies by the dollar value insiders hold in their own stock — and the results are eye-opening. 📊 Topics covered: Why dollar ownership matters more than percentage ownership Founder exits and cultural impact on companies like Walmart and FedEx A 20-year backtest showing ~2.5% annual outperformance vs. the S&P 500 Volatility during major market events — signal or risk? What happens to companies when iconic leaders such as Warren Buffett eventually step away The upcoming ETF launch and what it could mean for investors 👉 If you want to understand where the real conviction in the market exists — watch now and rethink how you measure alignment. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #StockMarket, #InvestingStrategy, #SmartMoney, #FounderLedCompanies, #MarketAlpha, #ETFInvesting, #PortfolioStrategy, #WealthBuilding, #FinancialEducation, #InsideOwnership Learn more about your ad choices. Visit megaphone.fm/adchoices
Bond Market Warning?
Are bonds quietly telling a different story than stocks? In this Wayve Wire clip, host Todd M. Schoenberger sits down with Joe Besecker and Rhys Williams of Wayve Capital to decode the signals coming from the bond market — and what they reveal about the real strength of the economy. Yields are falling, but not crashing… Growth is holding, but driven by a narrow group of consumers… And global risks could be the biggest wildcard ahead. Is the market stable — or just balanced on a fragile foundation? ▶ Watch the full discussion and more market insights on Wayve Wire by clicking ▶️ • Wayve Wire: Tariffs, Volatility & the Next... 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #BondMarket #StockMarket #EconomicOutlook #MarketSignals #InterestRates #RecessionRisk #MacroEconomics #InvestingStrategy #MarketVolatility #WealthEffect #ConsumerSpending #FinancialMarkets #WallStreet #MarketAnalysis #WayveWire Learn more about your ad choices. Visit megaphone.fm/adchoices
Wayve Wire: Tariffs, Volatility & the Next Market Move | Wayve Capital’s C-Suite Weighs In
Is this market rebound sustainable — or just another volatility wave? On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Wayve Capital’s top leadership — CEO Joe Besecker and CIO Rhys Williams — for a timely discussion on market momentum, geopolitical risks, and sector opportunities. Topics include: • The market turnaround following tariff headlines on aluminum and steel • Ongoing uncertainty around trade policy and political messaging • Cybersecurity and selective equity opportunities in a transitional market • Volatility in mega-cap tech, including NVIDIA, and standout movers like AppLovin • Economic signals: jobs data, inflation trends, and potential Fed rate cuts • Is the economy on solid footing — or more fragile than it appears? • Equities vs. bonds: why wealth is built in stocks • Municipal bonds and tax-free yield opportunities • Metals outlook: gold, silver, and copper supply dynamics • Geopolitical tensions and their market implications With differing perspectives from the CEO and CIO, this episode delivers a dynamic debate on where markets may be headed — and how disciplined investors should position themselves. Watch now and stay ahead of the wave. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WayveWire #WayveCapital #MarketVolatility #Tariffs #StockMarket #Investing #AIStocks #CybersecurityStocks #FederalReserve #Inflation #Equities #MunicipalBonds #Gold #Silver #Copper #Geopolitics #MarketStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices
Recession Signals Flashing?
Is the market quietly warning us about a slowdown? In this Financial Compass clip, Mish Schneider breaks down the recession indicators she’s watching right now — and why falling metals, rising long bonds, and shifting consumer behavior could be early warning signs. From gold and copper selloffs to investors fleeing toward safety, the market may be sending a message beneath the volatility. This doesn’t guarantee a recession… but the signals are getting harder to ignore. Watch how sector rotation, yields, and sentiment all connect — and what investors should be watching next. ▶ Watch the full episode of Financial Compass with Mish Schneider by clicking the link provided: • Markets on Edge: Inflation, Bonds, Oil & B... 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #RecessionWatch #MarketSignals #StockMarketOutlook #EconomicWarning #BondMarket #GoldSilver #InvestorSentiment #FinancialCompass #MishSchneider #MarketAnalysis #EconomicCycle #TradingStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices
AI Spending Explosion — Buy Signal?
Why did the stock drop after massive AI investment? In this The Money Path clip, host Todd M. Schoenberger asks Barbara Doran about the shocking amount of artificial intelligence spending revealed in Amazon earnings — and why the market reaction may be missing the bigger picture. While short-term margins may tighten, the scale of investment signals something far more important: ✔️Big Tech sees AI as a multi-year growth engine. From cloud infrastructure to future demand, this level of spending suggests the AI boom isn’t slowing — it’s accelerating. And for long-term investors, that could mean opportunity. ▶ Watch the full episode by clicking the link provided: • AI Spending, Software Sell-Offs & a Resili... 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #ArtificialIntelligence #AIStocks #AmazonEarnings #TechInvesting #LongTermInvesting #StockMarketInsights #BigTech #CloudComputing #GrowthStocks #InvestingStrategy #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Wayve Wire: Tariffs, Volatility & the Next Market Move | Wayve Capital’s C-Suite Weighs In
Is this market rebound sustainable — or just another volatility wave? On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Wayve Capital’s top leadership — CEO Joe Besecker and CIO Rhys Williams — for a timely discussion on market momentum, geopolitical risks, and sector opportunities. Topics include: • The market turnaround following tariff headlines on aluminum and steel • Ongoing uncertainty around trade policy and political messaging • Cybersecurity and selective equity opportunities in a transitional market • Volatility in mega-cap tech, including NVIDIA, and standout movers like AppLovin • Economic signals: jobs data, inflation trends, and potential Fed rate cuts • Is the economy on solid footing — or more fragile than it appears? • Equities vs. bonds: why wealth is built in stocks • Municipal bonds and tax-free yield opportunities • Metals outlook: gold, silver, and copper supply dynamics • Geopolitical tensions and their market implications With differing perspectives from the CEO and CIO, this episode delivers a dynamic debate on where markets may be headed — and how disciplined investors should position themselves. Watch now and stay ahead of the wave. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WayveWire #WayveCapital #MarketVolatility #Tariffs #StockMarket #Investing #AIStocks #CybersecurityStocks #FederalReserve #Inflation #Equities #MunicipalBonds #Gold #Silver #Copper #Geopolitics #MarketStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets on Edge: Inflation, Bonds, Oil & Bitcoin at Critical Levels | Mish Schneider
Are markets bracing for an inflation surprise? On this episode of Financial Compass, host Todd M. Schoenberger sits down with Mish Schneider, Chief Strategist at MarketGauge.com and Founder of the Economic Modern Family YouTube channel, for a timely deep dive into inflation, market volatility, and emerging sector opportunities. Key topics include: • The upcoming inflation report and what could surprise investors • Signs of a potential recession — from long bonds to retail weakness • Political uncertainty and shifting market confidence • Volatility in oil, gold, silver, and natural gas • Tactical sector opportunities in food, pharmaceuticals, cosmetics, and consumer discretionary • Real estate and mortgage market pressures • Bitcoin at critical technical levels — why $72,000 and $61,600 matter Mish outlines actionable risk-management strategies, including disciplined stop-loss positioning and tactical sector rotation in uncertain conditions. If you’re navigating inflation risk, bond signals, commodities swings, or crypto volatility — this is a must-watch episode. Watch now and stay ahead of the market curve. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #FinancialCompass #MishSchneider #MarketGauge #InflationReport #StockMarket #RecessionWatch #OilPrices #Gold #Silver #NaturalGas #Bitcoin #CryptoMarkets #MarketVolatility #Investing #EconomicOutlook Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets on Edge: Inflation, Bonds, Oil & Bitcoin at Critical Levels | Mish Schneider
Are markets bracing for an inflation surprise? On this episode of Financial Compass, host Todd M. Schoenberger sits down with Mish Schneider, Chief Strategist at MarketGauge.com and Founder of the Economic Modern Family YouTube channel, for a timely deep dive into inflation, market volatility, and emerging sector opportunities. Key topics include: • The upcoming inflation report and what could surprise investors • Signs of a potential recession — from long bonds to retail weakness • Political uncertainty and shifting market confidence • Volatility in oil, gold, silver, and natural gas • Tactical sector opportunities in food, pharmaceuticals, cosmetics, and consumer discretionary • Real estate and mortgage market pressures • Bitcoin at critical technical levels — why $72,000 and $61,600 matter Mish outlines actionable risk-management strategies, including disciplined stop-loss positioning and tactical sector rotation in uncertain conditions. If you’re navigating inflation risk, bond signals, commodities swings, or crypto volatility — this is a must-watch episode. Watch now and stay ahead of the market curve. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #FinancialCompass #MishSchneider #MarketGauge #InflationReport #StockMarket #RecessionWatch #OilPrices #Gold #Silver #NaturalGas #Bitcoin #CryptoMarkets #MarketVolatility #Investing #EconomicOutlook Learn more about your ad choices. Visit megaphone.fm/adchoices
Bullish… But Here’s What Could Go Wrong | Rob Haworth on Market Risks
Markets may be climbing — but what could stop the rally? In this The Money Path clip, host Todd M. Schoenberger asks Rob Haworth, Senior Investment Strategist at U.S. Bank, what risks could derail his optimism for the economy and stock market. Haworth points to several key threats investors should be watching closely: • Inflation creeping higher and pressure on valuations • Rising 10-year Treasury yields • Market volatility tied to AI sector winners vs. losers • Concerns that parts of tech may have smaller growth runways than expected • Ongoing government spending and election uncertainty It’s a clear look at the risks beneath the surface of today’s market optimism. 🎥 Watch the clip now 🔗 View the full episode here: Broadening Rally, Global Opportunities & the Fed’s Next Move — Rob Haworth’s Market Strategy 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #StockMarket #Investing #MarketRisks #Inflation #InterestRates #AIStocks #MarketVolatility #SP500 #Economy #FinancialNews Learn more about your ad choices. Visit megaphone.fm/adchoices
Market Breadth Turning Bullish? Sam Stovall Breaks Down the S&P 1500 Signal
Is a powerful market breadth signal flashing bullish? In this clip from The Money Path, host Todd M. Schoenberger asks Sam Stovall, Chief Investment Strategist at CFRA Research, about his analysis of the 30 sub-industries within the S&P 1500 and why current technical patterns are turning constructive. Sam explains how he tracks the percentage of sub-industries trading above their 10-week (50-day) and 40-week (200-day) moving averages, and why the latest readings suggest strengthening participation — without yet entering overbought territory. He also highlights how extreme oversold readings in the past (including a powerful signal when only 1% of sub-industries were positive) preceded important market lows. 📊 What does this mean for investors now? 📈 Is broad participation setting up the next leg higher? Watch the full episode of The Money Path with Sam Stovall for deeper market insight — click the link provided to view the complete conversation: Tech’s Valuation Reset, Earnings Surge & a Broadening Rally — Sam Stovall’s Market Playbook 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #SamStovall #CFRA #MarketBreadth #SP1500 #SP500 #StockMarketAnalysis #TechnicalAnalysis #MovingAverages #MarketOutlook #BullishSignal #Investing #FinancialNews #MarketStrategy #Equities Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. Jobs Report Alert: Why This Payrolls Number Really Matters for Markets
In this clip from The Money Path with host Todd M. Schoenberger and guest Kristina Hooper, we break down why the upcoming January Nonfarm Payrolls report could shift markets — and why weak jobs trends may be more impactful than the headline number. Economists are forecasting a modest ~55,000 job gain with steady 4.4% unemployment in a labor market clearly cooling after strong early 2025 hiring. Kristina explains how policy uncertainty, tariffs and slowing hiring could chill job creation and influence risk assets, rate expectations, and portfolio strategy. If you’re watching the jobs data closely — this is the insight you need. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #NonfarmPayrolls #JobsReport #JanuaryJobs #LaborMarket #Economy #MarketAnalysis #KristinaHooper #ToddSchoenberger #TheMoneyPath #EmploymentForecast #USJobs2026 #FederalReserve #MarketOutlook #InvestmentStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices
Global Rotation, Rate Cuts & Market Risk — Kristina Hooper on Where Investors Should Move Now
On this episode of The Money Path, host Todd M. Schoenberger sits down with Kristina Hooper, Chief Market Strategist at Man Group, for a global macro roadmap in a market that looks strong on the surface — but faces growing structural crosscurrents underneath. Kristina explains why non-U.S. equities are regaining leadership, how defense spending and deglobalization are reshaping regional growth dynamics, and why investors may need to rebalance away from crowded U.S. exposures toward more diversified opportunities. The discussion dives into: • Why global equities — particularly Europe and the UK — are gaining traction • The role of alternatives, credit, and fixed income in today’s risk landscape • How hyperscaler AI infrastructure spending could echo past boom-bust cycles • The case for potential Fed rate cuts amid slowing growth and productivity gains • How tariffs, policy uncertainty, and job trends are influencing markets • Why diversification and hedging matter more in 2026 than at any time in recent years Kristina outlines how investors should think about cash deployment, portfolio balance, and risk management in a market where opportunity exists — but complacency could be costly. If you’re navigating global allocation decisions, macro risk, and shifting market leadership, this episode delivers a strategic framework from one of the industry’s most respected voices. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #KristinaHooper #ManGroup #GlobalMarkets #Diversification #MarketOutlook #MacroStrategy #Investing #EquityMarkets #FixedIncome #Alternatives #TheMoneyPath #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
Grid Breakdowns, AI Demand & $400M Power Deals — Adil Sener on the Future of Energy Infrastructure
In this episode of The Money Path, host Todd M. Schoenberger is joined by Adil Sener, Partner at PEI Global, for a deep dive into the massive structural transformation underway in global energy infrastructure. Adil explains why the U.S. power system is facing a once-in-a-century buildout, with electricity demand set to rise by the equivalent of an entire major European economy over the next five years. The conversation reveals how AI, data centers, and industrial reshoring are reshaping capital flows, project development timelines, and investment strategy. Key insights from the episode: • How PEI Global advises developers, sponsors, and capital providers on power, energy, and infrastructure transactions • Why grid modernization and transmission reform are now central to investment strategy • The growing challenge of securing turbines, transformers, and critical equipment • How PEI helped secure $400 million in funding for a Texas power project • The evolution of thermal generation financing, long-term PPAs, and pre-construction capital • Why AI-driven electricity demand is a structural, not cyclical, shift • What this means for investors across renewables, gas, storage, and resilient infrastructure Energy is no longer just a utility story — it’s the backbone of economic growth, technological expansion, and global competitiveness. This episode delivers a clear framework for understanding where capital, policy, and infrastructure investment are heading next. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #AdilSener #PEIGlobal #EnergyInfrastructure #GridModernization #PowerMarkets #EnergyInvesting #DataCenters #AIInfrastructure #RenewableEnergy #ThermalEnergy #InfrastructureCapital #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Global Rotation, Rate Cuts & Market Risk — Kristina Hooper on Where Investors Should Move Now
On this episode of The Money Path, host Todd M. Schoenberger sits down with Kristina Hooper, Chief Market Strategist at Man Group, for a global macro roadmap in a market that looks strong on the surface — but faces growing structural crosscurrents underneath. Kristina explains why non-U.S. equities are regaining leadership, how defense spending and deglobalization are reshaping regional growth dynamics, and why investors may need to rebalance away from crowded U.S. exposures toward more diversified opportunities. The discussion dives into: • Why global equities — particularly Europe and the UK — are gaining traction • The role of alternatives, credit, and fixed income in today’s risk landscape • How hyperscaler AI infrastructure spending could echo past boom-bust cycles • The case for potential Fed rate cuts amid slowing growth and productivity gains • How tariffs, policy uncertainty, and job trends are influencing markets • Why diversification and hedging matter more in 2026 than at any time in recent years Kristina outlines how investors should think about cash deployment, portfolio balance, and risk management in a market where opportunity exists — but complacency could be costly. If you’re navigating global allocation decisions, macro risk, and shifting market leadership, this episode delivers a strategic framework from one of the industry’s most respected voices. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #KristinaHooper #ManGroup #GlobalMarkets #Diversification #MarketOutlook #MacroStrategy #Investing #EquityMarkets #FixedIncome #Alternatives #TheMoneyPath #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
Broadening Rally, Global Opportunities & the Fed’s Next Move — Rob Haworth’s Market Strategy
Where do investors go when markets are strong — but uncertainty hasn’t gone away? On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Haworth, Senior Vice President and Senior Investment Strategist at U.S. Bank, for a fast-paced discussion on how to position portfolios in a market that’s expanding beyond the usual leaders. Rob explains why his team remains constructive on equities, expecting a fourth straight year of growth, while emphasizing selectivity as leadership broadens beyond mega-cap tech. Key themes from the conversation: 📈 A broadening rally — AI-driven earnings growth spreading to healthcare, utilities, small caps, and global markets 🌍 Why global equities may offer better value than the U.S. alone 🏦 Opportunities in municipal bonds and structured credit as fixed-income alternatives 🏗️ Infrastructure and rate-sensitive sectors positioned to benefit from future Fed easing 🏠 A cautious but watchful stance on real estate, with select opportunities in industrials ⚖️ The Fed’s “wait-and-see” stance and the path back toward neutral rates 💰 Inflation risks, Treasury yield pressure, and market volatility 🥇 Why metals may need consolidation before fundamentals reassert With policy uncertainty, election-year volatility, and shifting sector leadership, Rob lays out a disciplined, diversified strategy for navigating what’s next. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #RobHaworth, #USBank, #StockMarket, #Investing, #MarketOutlook, #AssetAllocation, #GlobalEquities, #FederalReserve, #InterestRates, #AIInvesting, #FixedIncome, #Infrastructure, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech’s Valuation Reset, Earnings Surge & a Broadening Rally — Sam Stovall’s Market Playbook
Is this market rally built on stronger ground than investors think? On this episode of The Money Path, host Todd M. Schoenberger is joined by Sam Stovall, Chief Investment Strategist at CFRA Research, for a data-driven breakdown of why the recent market strength may be more than just a bounce. After a 4% surge in the S&P Tech sector, valuations have shifted dramatically — from a 62% premium vs. the 20-year average P/E last fall to just 27% today, and now trading at an 8% discount vs. the 5-year lookback. With tech earnings projected to grow 30% in 2026 and another 20% in 2027, Sam explains why upside may still exist. The conversation also explores: 📊 Broadening market participation — 72% of sub-industries above key moving averages 🔄 Leadership rotation into Energy, Materials, and Industrials 📈 The January Barometer’s signal for sector performance ahead 💰 Upward revisions to S&P 500 earnings for 2025, 2026, and 2027 🏦 The Fed’s rate-cut balancing act amid stable earnings and moderating wage growth 📉 How volatility in midterm years historically sets up opportunity 🏈 Why the “Super Bowl Indicator” is fun — but not an investment strategy From valuations to earnings to economic data, this episode delivers a clear framework for navigating today’s market crosscurrents. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #SamStovall, #CFRA, #StockMarket, #SP500, #TechStocks, #EarningsGrowth, #MarketOutlook, #Investing, #FederalReserve, #SectorRotation, #MarketBreadth, #Inflation, #WallStreet, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Grid Breakdowns, AI Demand & $400M Power Deals — Adil Sener on the Future of Energy Infrastructure
In this episode of The Money Path, host Todd M. Schoenberger is joined by Adil Sener, Partner at PEI Global, for a deep dive into the massive structural transformation underway in global energy infrastructure. Adil explains why the U.S. power system is facing a once-in-a-century buildout, with electricity demand set to rise by the equivalent of an entire major European economy over the next five years. The conversation reveals how AI, data centers, and industrial reshoring are reshaping capital flows, project development timelines, and investment strategy. Key insights from the episode: • How PEI Global advises developers, sponsors, and capital providers on power, energy, and infrastructure transactions • Why grid modernization and transmission reform are now central to investment strategy • The growing challenge of securing turbines, transformers, and critical equipment • How PEI helped secure $400 million in funding for a Texas power project • The evolution of thermal generation financing, long-term PPAs, and pre-construction capital • Why AI-driven electricity demand is a structural, not cyclical, shift • What this means for investors across renewables, gas, storage, and resilient infrastructure Energy is no longer just a utility story — it’s the backbone of economic growth, technological expansion, and global competitiveness. This episode delivers a clear framework for understanding where capital, policy, and infrastructure investment are heading next. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #AdilSener #PEIGlobal #EnergyInfrastructure #GridModernization #PowerMarkets #EnergyInvesting #DataCenters #AIInfrastructure #RenewableEnergy #ThermalEnergy #InfrastructureCapital #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Broadening Rally, Global Opportunities & the Fed’s Next Move — Rob Haworth’s Market Strategy
Where do investors go when markets are strong — but uncertainty hasn’t gone away? On this episode of The Money Path, host Todd M. Schoenberger sits down with Rob Haworth, Senior Vice President and Senior Investment Strategist at U.S. Bank, for a fast-paced discussion on how to position portfolios in a market that’s expanding beyond the usual leaders. Rob explains why his team remains constructive on equities, expecting a fourth straight year of growth, while emphasizing selectivity as leadership broadens beyond mega-cap tech. Key themes from the conversation: 📈 A broadening rally — AI-driven earnings growth spreading to healthcare, utilities, small caps, and global markets 🌍 Why global equities may offer better value than the U.S. alone 🏦 Opportunities in municipal bonds and structured credit as fixed-income alternatives 🏗️ Infrastructure and rate-sensitive sectors positioned to benefit from future Fed easing 🏠 A cautious but watchful stance on real estate, with select opportunities in industrials ⚖️ The Fed’s “wait-and-see” stance and the path back toward neutral rates 💰 Inflation risks, Treasury yield pressure, and market volatility 🥇 Why metals may need consolidation before fundamentals reassert With policy uncertainty, election-year volatility, and shifting sector leadership, Rob lays out a disciplined, diversified strategy for navigating what’s next. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #RobHaworth, #USBank, #StockMarket, #Investing, #MarketOutlook, #AssetAllocation, #GlobalEquities, #FederalReserve, #InterestRates, #AIInvesting, #FixedIncome, #Infrastructure, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech’s Valuation Reset, Earnings Surge & a Broadening Rally — Sam Stovall’s Market Playbook
Is this market rally built on stronger ground than investors think? On this episode of The Money Path, host Todd M. Schoenberger is joined by Sam Stovall, Chief Investment Strategist at CFRA Research, for a data-driven breakdown of why the recent market strength may be more than just a bounce. After a 4% surge in the S&P Tech sector, valuations have shifted dramatically — from a 62% premium vs. the 20-year average P/E last fall to just 27% today, and now trading at an 8% discount vs. the 5-year lookback. With tech earnings projected to grow 30% in 2026 and another 20% in 2027, Sam explains why upside may still exist. The conversation also explores: 📊 Broadening market participation — 72% of sub-industries above key moving averages 🔄 Leadership rotation into Energy, Materials, and Industrials 📈 The January Barometer’s signal for sector performance ahead 💰 Upward revisions to S&P 500 earnings for 2025, 2026, and 2027 🏦 The Fed’s rate-cut balancing act amid stable earnings and moderating wage growth 📉 How volatility in midterm years historically sets up opportunity 🏈 Why the “Super Bowl Indicator” is fun — but not an investment strategy From valuations to earnings to economic data, this episode delivers a clear framework for navigating today’s market crosscurrents. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #SamStovall, #CFRA, #StockMarket, #SP500, #TechStocks, #EarningsGrowth, #MarketOutlook, #Investing, #FederalReserve, #SectorRotation, #MarketBreadth, #Inflation, #WallStreet, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Super Bowl Indicator: The Blowout Signal Nobody Talks About — Ryan Detrick
In this The Money Path clip, expert strategist Ryan Detrick gives a playful — yet data-informed — twist on the classic Super Bowl Indicator just days before Super Bowl Sunday between the Seattle Seahawks and the New England Patriots. Forget the usual “root for NFC or AFC” debate — Ryan reveals something nobody else talks about: when the game isn’t just won, but won big, markets have historically delivered even stronger returns. 🎯 He breaks down what the indicator has shown over time, why blowouts matter, and how the most recent trends — including the last 13 Super Bowls — stack up for the market. This is fun, timely, and just might give you a new way to look at seasonal market behavior (even if it’s not investment advice 😉). 🎥 Watch now and get ready for the Super Bowl and the market! And catch the entire episode by clicking ▶️ • Bull Market Reality Check: Fed Shifts, Com... 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #SuperBowlIndicator #RyanDetrick #TheMoneyPath #StockMarket #SuperBowl2026 #MarketSignals #NFCvsAFC #Investing #SeasonalTrends #MarketMomentum #QuantInsights #FunFinance #FootballAndFinance Learn more about your ad choices. Visit megaphone.fm/adchoices
AI, the Fed, and the Volatility Trade: Where Opportunity Is Hiding Now
Markets are swinging, metals are sliding, and Fed speculation is back in focus — but beneath the noise, structural opportunity may be building. On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Rhys Williams, CIO of Wayve Capital, for a deep dive into how AI adoption, shifting job market dynamics, and uncertainty around Federal Reserve leadership are shaping today’s investment landscape. Rhys explains why AI is being adopted faster than any technology cycle in history, how data center capex and automation could reshape employment trends, and why dominant mega-cap tech names may still offer compelling long-term value despite short-term rotation into smaller stocks. The conversation also tackles: • The delayed jobs report and what it really signals about labor markets • Why Fed independence matters for bonds, inflation, and capital markets • How potential leadership changes at the Fed could affect asset prices • The sharp sell-off in gold, silver, and copper — and what it means • Trading strategies for navigating algorithm-driven volatility • Why bonds remain range-bound unless recession risks rise In a week of market whiplash, this episode delivers perspective on risk, resilience, and where disciplined investors may find the next edge. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #AIInvesting, #FederalReserve, #MarketVolatility, #StockMarket, #BondMarket, #Gold, #Silver, #TechStocks, #MacroEconomics, #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices
AI, the Fed, and the Volatility Trade: Where Opportunity Is Hiding Now
Markets are swinging, metals are sliding, and Fed speculation is back in focus — but beneath the noise, structural opportunity may be building. On this episode of Wayve Wire, host Todd M. Schoenberger sits down with Rhys Williams, CIO of Wayve Capital, for a deep dive into how AI adoption, shifting job market dynamics, and uncertainty around Federal Reserve leadership are shaping today’s investment landscape. Rhys explains why AI is being adopted faster than any technology cycle in history, how data center capex and automation could reshape employment trends, and why dominant mega-cap tech names may still offer compelling long-term value despite short-term rotation into smaller stocks. The conversation also tackles: • The delayed jobs report and what it really signals about labor markets • Why Fed independence matters for bonds, inflation, and capital markets • How potential leadership changes at the Fed could affect asset prices • The sharp sell-off in gold, silver, and copper — and what it means • Trading strategies for navigating algorithm-driven volatility • Why bonds remain range-bound unless recession risks rise In a week of market whiplash, this episode delivers perspective on risk, resilience, and where disciplined investors may find the next edge. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #AIInvesting, #FederalReserve, #MarketVolatility, #StockMarket, #BondMarket, #Gold, #Silver, #TechStocks, #MacroEconomics, #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices
Beyond the Spread: The Wild World of Super Bowl Prop Bets
Super Bowl betting isn’t just about the final score — it’s a full-scale entertainment economy. On this edition of BTT’s Business Minute, host Todd M. Schoenberger welcomes Las Vegas professional handicapper Richard Frazier for a look inside the fast-growing world of Super Bowl prop bets. From the most popular wager in America — the coin toss — to unconventional bets tied to MVP speeches, pop culture moments, and game-day storylines, Richard explains how sportsbooks turn entertainment into high-margin betting markets. He also shares insights into player performance props, shifting bettor behavior, and why novelty bets are becoming a major driver of sportsbook engagement. As wagering evolves beyond traditional spreads and totals, this segment reveals how the Super Bowl has become a unique financial event where sports, culture, and betting psychology collide. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #SuperBowl, #PropBets, #SportsBetting, #NFLBetting, #GamblingTrends, #LasVegas, #Sportsbook, #BettingStrategy, #NFL, #BusinessOfSports Learn more about your ad choices. Visit megaphone.fm/adchoices
Beyond the Spread: The Wild World of Super Bowl Prop Bets
Super Bowl betting isn’t just about the final score — it’s a full-scale entertainment economy. On this edition of BTT’s Business Minute, host Todd M. Schoenberger welcomes Las Vegas professional handicapper Richard Frazier for a look inside the fast-growing world of Super Bowl prop bets. From the most popular wager in America — the coin toss — to unconventional bets tied to MVP speeches, pop culture moments, and game-day storylines, Richard explains how sportsbooks turn entertainment into high-margin betting markets. He also shares insights into player performance props, shifting bettor behavior, and why novelty bets are becoming a major driver of sportsbook engagement. As wagering evolves beyond traditional spreads and totals, this segment reveals how the Super Bowl has become a unique financial event where sports, culture, and betting psychology collide. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #SuperBowl, #PropBets, #SportsBetting, #NFLBetting, #GamblingTrends, #LasVegas, #Sportsbook, #BettingStrategy, #NFL, #BusinessOfSports Learn more about your ad choices. Visit megaphone.fm/adchoices
AI Spending, Software Sell-Offs & a Resilient Economy: Barbara Doran Maps the Market Path
On this episode of The Money Path, host Todd M. Schoenberger is joined by Barbara Doran, CEO of BD8 Capital Partners, for a big-picture breakdown of where markets and the economy really stand. Despite a sharp sell-off in software stocks, Barbara explains why this is not the end of the bull market — but rather a reset within a longer-term growth cycle. She points to strong earnings guidance, 10 straight quarters of earnings growth, and accelerating productivity as evidence that corporate fundamentals remain intact. The conversation dives into the AI spending boom, with Amazon and Alphabet ramping investment — a short-term margin headwind that Barbara sees as a powerful signal of long-term demand and innovation. Barbara also tackles: 📊 Economic resilience despite tariff worries, shutdown disruptions, and consumer stress at the lower end 🏦 Strength in the financial sector, including major banks and capital markets activity 🏠 How 6% interest rates are reshaping housing affordability 🛍️ Consumer trends, with Amazon still posting strong growth 🏛️ Confidence in Federal Reserve independence, regardless of future leadership From tech to housing to macro policy, this episode delivers a clear framework for understanding the crosscurrents driving markets in 2026. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #BarbaraDoran, #StockMarket, #AIInvesting, #TechStocks, #MarketOutlook, #EconomicGrowth, #FederalReserve, #InterestRates, #BankStocks, #InvestingNews, #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
Service Over Politics: Lt. Col. Berney Flowers on Maryland’s Future, Energy Costs, National Security
On this episode of Power Hour, host Todd M. Schoenberger sits down with Lt. Col. Berney Flowers, Republican candidate for the U.S. House of Representatives, for a wide-ranging conversation on leadership, policy, and the direction of Maryland and the nation. A retired Air Force officer with deep experience in national defense and cybersecurity, Flowers outlines a campaign built on grassroots fundraising, service-first leadership, and accountability in Washington. He shares his concerns about rising energy costs, higher taxes and fees in Maryland, and policies he believes are driving affordability challenges for working families. The discussion covers Maryland’s energy strategy — including debates over green energy mandates, nuclear power, and grid reliability — as well as immigration enforcement, transparency through ICE body cameras, and the importance of restoring trust in public institutions. Flowers also weighs in on redistricting concerns, infrastructure delays like the Key Bridge reconstruction, and global stability issues involving Iran, emphasizing his desire to serve on the Armed Services Committee if elected. This episode delivers a candid look at the issues shaping Maryland politics, national security priorities, and the 2026 election cycle. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #PowerHour, #BerneyFlowers, #MarylandPolitics, #Election2026, #NationalSecurity, #EnergyPolicy, #ImmigrationPolicy, #CongressionalRace, #ToddSchoenberger, #Leadership, #PolicyMatters, #USPolitics Learn more about your ad choices. Visit megaphone.fm/adchoices
AI Spending, Software Sell-Offs & a Resilient Economy: Barbara Doran Maps the Market Path
On this episode of The Money Path, host Todd M. Schoenberger is joined by Barbara Doran, CEO of BD8 Capital Partners, for a big-picture breakdown of where markets and the economy really stand. Despite a sharp sell-off in software stocks, Barbara explains why this is not the end of the bull market — but rather a reset within a longer-term growth cycle. She points to strong earnings guidance, 10 straight quarters of earnings growth, and accelerating productivity as evidence that corporate fundamentals remain intact. The conversation dives into the AI spending boom, with Amazon and Alphabet ramping investment — a short-term margin headwind that Barbara sees as a powerful signal of long-term demand and innovation. Barbara also tackles: 📊 Economic resilience despite tariff worries, shutdown disruptions, and consumer stress at the lower end 🏦 Strength in the financial sector, including major banks and capital markets activity 🏠 How 6% interest rates are reshaping housing affordability 🛍️ Consumer trends, with Amazon still posting strong growth 🏛️ Confidence in Federal Reserve independence, regardless of future leadership From tech to housing to macro policy, this episode delivers a clear framework for understanding the crosscurrents driving markets in 2026. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #BarbaraDoran, #StockMarket, #AIInvesting, #TechStocks, #MarketOutlook, #EconomicGrowth, #FederalReserve, #InterestRates, #BankStocks, #InvestingNews, #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
Service Over Politics: Lt. Col. Berney Flowers on Maryland’s Future, Energy Costs & National Security
On this episode of Power Hour, host Todd M. Schoenberger sits down with Lt. Col. Berney Flowers, Republican candidate for the U.S. House of Representatives, for a wide-ranging conversation on leadership, policy, and the direction of Maryland and the nation. A retired Air Force officer with deep experience in national defense and cybersecurity, Flowers outlines a campaign built on grassroots fundraising, service-first leadership, and accountability in Washington. He shares his concerns about rising energy costs, higher taxes and fees in Maryland, and policies he believes are driving affordability challenges for working families. The discussion covers Maryland’s energy strategy — including debates over green energy mandates, nuclear power, and grid reliability — as well as immigration enforcement, transparency through ICE body cameras, and the importance of restoring trust in public institutions. Flowers also weighs in on redistricting concerns, infrastructure delays like the Key Bridge reconstruction, and global stability issues involving Iran, emphasizing his desire to serve on the Armed Services Committee if elected. This episode delivers a candid look at the issues shaping Maryland politics, national security priorities, and the 2026 election cycle. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #PowerHour, #BerneyFlowers, #MarylandPolitics, #Election2026, #NationalSecurity, #EnergyPolicy, #ImmigrationPolicy, #CongressionalRace, #ToddSchoenberger, #Leadership, #PolicyMatters, #USPolitics Learn more about your ad choices. Visit megaphone.fm/adchoices
The Super Bowl Money Machine: Inside the $1.7B Betting Boom
The Super Bowl isn’t just the biggest game in sports — it’s one of the largest gambling events of the year. On this edition of BTT’s Business Minute, host Todd M. Schoenberger speaks with Las Vegas professional handicapper Richard Frazier about the projected $1.7 billion in Super Bowl wagering and what it means for sportsbooks, bettors, and host cities like Las Vegas. Richard explains how sportsbooks manage massive betting volume, where most of the money actually comes from, and how online operators structure odds, props, and live betting to maximize profitability. The discussion also explores the broader economic impact of the Super Bowl, the business model behind online sportsbooks, and the psychology of public vs. contrarian betting. This is a look at the business of betting, not just the game. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #SuperBowl, #SportsBetting, #GamblingIndustry, #NFL, #LasVegas, #SportsBusiness, #BettingMarkets, #SportsEconomy, #BusinessMinute, #BTT Learn more about your ad choices. Visit megaphone.fm/adchoices
The Super Bowl Money Machine: Inside the $1.7B Betting Boom
The Super Bowl isn’t just the biggest game in sports — it’s one of the largest gambling events of the year. On this edition of BTT’s Business Minute, host Todd M. Schoenberger speaks with Las Vegas professional handicapper Richard Frazier about the projected $1.7 billion in Super Bowl wagering and what it means for sportsbooks, bettors, and host cities like Las Vegas. Richard explains how sportsbooks manage massive betting volume, where most of the money actually comes from, and how online operators structure odds, props, and live betting to maximize profitability. The discussion also explores the broader economic impact of the Super Bowl, the business model behind online sportsbooks, and the psychology of public vs. contrarian betting. This is a look at the business of betting, not just the game. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/.... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #SuperBowl, #SportsBetting, #GamblingIndustry, #NFL, #LasVegas, #SportsBusiness, #BettingMarkets, #SportsEconomy, #BusinessMinute, #BTT Learn more about your ad choices. Visit megaphone.fm/adchoices
Warsh, Yields, Commodities & Crypto: Tactical Insight with Mish Schneider
In this edition of Financial Compass, host Todd M. Schoenberger and guest Mish Schneider, Chief Strategist at MarketGauge.com and founder of the Economic Modern Family YouTube channel, dissect today’s most important market signals. From the steepening yield curve and implications of Kevin Warsh’s potential Fed chair appointment to volatility in gold, silver, and Bitcoin, Mish unpacks what traders and investors need to know now. They also explore emerging opportunities in equities, energy, and commodities — all within the context of shifting monetary expectations and macro trends. Tune in for actionable perspective on markets navigating uncertainty and risk. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch BTT on your favorite streaming platform
Watch BTT on your favorite streaming platform — or go straight to YouTube, where everything’s just a click away. 🔥 Subscribe to our YouTube channels and stay plugged into the conversations shaping business, markets, and money. ▶️ https://youtube.com/@CrossCheckMedia?si=BZTT4RmwR5zO84AO ▶️ https://youtube.com/@BizTalkTodayTV?si=3SL4CV18_O5SfR_w #Subscribe #Media #Business #News #Streaming Learn more about your ad choices. Visit megaphone.fm/adchoices
Warsh, Yields, Commodities & Crypto: Tactical Insight with Mish Schneider
In this edition of Financial Compass, host Todd M. Schoenberger and guest Mish Schneider, Chief Strategist at MarketGauge.com and founder of the Economic Modern Family YouTube channel, dissect today’s most important market signals. From the steepening yield curve and implications of Kevin Warsh’s potential Fed chair appointment to volatility in gold, silver, and Bitcoin, Mish unpacks what traders and investors need to know now. They also explore emerging opportunities in equities, energy, and commodities — all within the context of shifting monetary expectations and macro trends. Tune in for actionable perspective on markets navigating uncertainty and risk. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in 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 any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. Learn more about your ad choices. Visit megaphone.fm/adchoices
Three Rate Cuts, Fed Reform, and the End of Hawkish Orthodoxy
Three Rate Cuts, Fed Reform, and the End of Hawkish OrthodoxyJay Hatfield on Powell, Inflation, and the Next Monetary Regime Is the Federal Reserve about to pivot harder than markets expect? On this episode of The Money Path, host Todd M. Schoenberger sits down with investment strategist Jay Hatfield for a wide-ranging, no-holds-barred discussion on the future of U.S. monetary policy, inflation, and market leadership. Jay challenges Jerome Powell’s hawkish legacy, predicts three Federal Reserve rate cuts this year, and explains why falling inflation—and political pressure—may force a major shift at the Fed. He breaks down why the Fed’s balance sheet is not the driver of rates, why fears of U.S. reserve currency decline are overblown, and how tighter global bond spreads reinforce American exceptionalism. The conversation dives deep into: A potential Fed reform agenda, including new forecasting models and a more flexible inflation target Why a Republican-leaning FOMC could usher in a supply-side monetary regime What Powell’s eventual exit could mean for bonds, banks, and housing Why value, income, small caps, pipelines, and financials are positioned to win in a rate-cut cycle How deregulation and leadership changes could reignite investment banks and regional lenders Jay also debunks long-standing inflation myths, reframes the lessons of the 1970s, and lays out a roadmap for a self-correcting economy that avoids both runaway inflation and deep recession. If you want clarity on where rates, markets, and the Fed are really headed—this is an episode you don’t want to miss. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #FederalReserve, #InterestRates, #RateCuts, #MonetaryPolicy, #InflationOutlook, #JeromePowell, #FedReform, #BondMarket, #FinancialMarkets, #MacroInvesting, #ValueInvesting, #IncomeInvesting, #BankStocks, #MarketOutlook, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Three Rate Cuts, Fed Reform, and the End of Hawkish Orthodoxy
Three Rate Cuts, Fed Reform, and the End of Hawkish OrthodoxyJay Hatfield on Powell, Inflation, and the Next Monetary Regime Is the Federal Reserve about to pivot harder than markets expect? On this episode of The Money Path, host Todd M. Schoenberger sits down with investment strategist Jay Hatfield for a wide-ranging, no-holds-barred discussion on the future of U.S. monetary policy, inflation, and market leadership. Jay challenges Jerome Powell’s hawkish legacy, predicts three Federal Reserve rate cuts this year, and explains why falling inflation—and political pressure—may force a major shift at the Fed. He breaks down why the Fed’s balance sheet is not the driver of rates, why fears of U.S. reserve currency decline are overblown, and how tighter global bond spreads reinforce American exceptionalism. The conversation dives deep into: A potential Fed reform agenda, including new forecasting models and a more flexible inflation target Why a Republican-leaning FOMC could usher in a supply-side monetary regime What Powell’s eventual exit could mean for bonds, banks, and housing Why value, income, small caps, pipelines, and financials are positioned to win in a rate-cut cycle How deregulation and leadership changes could reignite investment banks and regional lenders Jay also debunks long-standing inflation myths, reframes the lessons of the 1970s, and lays out a roadmap for a self-correcting economy that avoids both runaway inflation and deep recession. If you want clarity on where rates, markets, and the Fed are really headed—this is an episode you don’t want to miss. #FederalReserve, #InterestRates, #RateCuts, #MonetaryPolicy, #InflationOutlook, #JeromePowell, #FedReform, #BondMarket, #FinancialMarkets, #MacroInvesting, #ValueInvesting, #IncomeInvesting, #BankStocks, #MarketOutlook, #TheMoneyPath Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech Sell-Off = Opportunity? Aquiles Larrea on Rotation, Quality & Fed Risks
Is the tech pullback a warning sign — or a buying opportunity? On this episode of The Money Path, host Todd M. Schoenberger sits down with Aquiles Larrea, Founder & CEO of Larrea Wealth Management, to break down the recent NASDAQ sell-off, sector rotation signals, and how smart investors should position portfolios now. With AI stocks pulling back, mega-cap tech under pressure, and cyclicals starting to stir, Aquiles explains why volatility may actually favor disciplined buyers. He shares strategic insights on accumulating high-quality names like Microsoft, while also identifying opportunities in industrials such as Caterpillar and Boeing, financial technology plays like SoFi, and even hospitality leaders like Hilton. The conversation also tackles portfolio construction in a shifting macro environment — including why metals exposure should stay limited, where sector leadership could rotate next, and how to think about risk as market leadership broadens. Todd and Aquiles also address the Federal Reserve backdrop, discussing whether leadership changes at the Fed truly alter policy direction — and why investors should stay focused on fundamentals, not headlines. If you’re wondering whether this market is flashing danger… or discount, this episode delivers actionable perspective on rotation, quality, and long-term positioning. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. CrossCheck Media and Biz Talk Today TV disclaim any liability for financial loss or damages arising from the use of this content. Learn more about your ad choices. Visit megaphone.fm/adchoices
Super Bowl Indicator: The Blowout Signal Nobody Talks About — Ryan Detrick
In this The Money Path clip, expert strategist Ryan Detrick gives a playful — yet data-informed — twist on the classic Super Bowl Indicator just days before Super Bowl Sunday between the Seattle Seahawks and the New England Patriots. Forget the usual “root for NFC or AFC” debate — Ryan reveals something nobody else talks about: when the game isn’t just won, but won big, markets have historically delivered even stronger returns. 🎯 He breaks down what the indicator has shown over time, why blowouts matter, and how the most recent trends — including the last 13 Super Bowls — stack up for the market. This is fun, timely, and just might give you a new way to look at seasonal market behavior (even if it’s not investment advice 😉). 🎥 Watch now and get ready for the Super Bowl and the market! And catch the entire episode by clicking ▶️ • Bull Market Reality Check: Fed Shifts, Com... 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #SuperBowlIndicator #RyanDetrick #TheMoneyPath #StockMarket #SuperBowl2026 #MarketSignals #NFCvsAFC #Investing #SeasonalTrends #MarketMomentum #QuantInsights #FunFinance #FootballAndFinance Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech Sell-Off = Opportunity? Aquiles Larrea on Rotation, Quality & Fed Risks
Is the tech pullback a warning sign — or a buying opportunity? On this episode of The Money Path, host Todd M. Schoenberger sits down with Aquiles Larrea, Founder & CEO of Larrea Wealth Management, to break down the recent NASDAQ sell-off, sector rotation signals, and how smart investors should position portfolios now. With AI stocks pulling back, mega-cap tech under pressure, and cyclicals starting to stir, Aquiles explains why volatility may actually favor disciplined buyers. He shares strategic insights on accumulating high-quality names like Microsoft, while also identifying opportunities in industrials such as Caterpillar and Boeing, financial technology plays like SoFi, and even hospitality leaders like Hilton. The conversation also tackles portfolio construction in a shifting macro environment — including why metals exposure should stay limited, where sector leadership could rotate next, and how to think about risk as market leadership broadens. Todd and Aquiles also address the Federal Reserve backdrop, discussing whether leadership changes at the Fed truly alter policy direction — and why investors should stay focused on fundamentals, not headlines. If you’re wondering whether this market is flashing danger… or discount, this episode delivers actionable perspective on rotation, quality, and long-term positioning. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. CrossCheck Media and Biz Talk Today TV disclaim any liability for financial loss or damages arising from the use of this content. Learn more about your ad choices. Visit megaphone.fm/adchoices
Earnings Strength, AI Hype & Silver Shock: Quant Signals with Mike Dickson
Join Todd M. Schoenberger on The Money Path with special guest Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a data-driven breakdown of what markets are really signaling beneath the headlines. Earnings season has started strong — but markets aren’t rewarding every beat. Mike explains why upside earnings surprises are being met with mixed price reactions and what that says about stretched valuations and rising expectations already priced into stocks. 📊 What we cover: • Earnings momentum vs. market reality — Why strong reports aren’t always translating into gains • Valuations & stock selection risk — How quant models identify where expectations are too high • AI’s productivity impact — Why artificial intelligence could be a major driver of margins and equity performance • Silver’s historic volatility — A 300% surge followed by the largest one-day drop in decades; what happens when a fundamentals trade turns speculative • Gold vs. silver for portfolios — Diversifier or danger zone? • Kevin Warsh & the Fed outlook — Why Fed leadership, long-term rates, and global bond markets matter more than headline policy shifts From equities and earnings to metals and macro policy, this episode translates complex market dynamics into clear, actionable insight for investors navigating volatility and valuation risk. 👉 Don’t forget to 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/... 📧 Contact on Email: [email protected] 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #MikeDickson #EarningsSeason #StockMarket #AIInvesting #QuantStrategy #Silver #Gold #MarketVolatility #FedPolicy #InterestRates #Investing #MarketOutlook #PortfolioStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch BTT on your favorite streaming platform
Watch BTT on your favorite streaming platform — or go straight to YouTube, where everything’s just a click away. 🔥 Subscribe to our YouTube channels and stay plugged into the conversations shaping business, markets, and money. ▶️ https://youtube.com/@crosscheckmedia?si=BZTT4RmwR5zO84AO ▶️ https://youtube.com/@biztalktodaytv?si=3SL4CV18_O5SfR_w#Subscribe #Media #Business #News #Streaming Learn more about your ad choices. Visit megaphone.fm/adchoices
Earnings Strength, AI Hype & Silver Shock: Quant Signals with Mike Dickson
Join Todd M. Schoenberger on The Money Path with special guest Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a data-driven breakdown of what markets are really signaling beneath the headlines. Earnings season has started strong — but markets aren’t rewarding every beat. Mike explains why upside earnings surprises are being met with mixed price reactions and what that says about stretched valuations and rising expectations already priced into stocks. 📊 What we cover: • Earnings momentum vs. market reality — Why strong reports aren’t always translating into gains • Valuations & stock selection risk — How quant models identify where expectations are too high • AI’s productivity impact — Why artificial intelligence could be a major driver of margins and equity performance • Silver’s historic volatility — A 300% surge followed by the largest one-day drop in decades; what happens when a fundamentals trade turns speculative • Gold vs. silver for portfolios — Diversifier or danger zone? • Kevin Warsh & the Fed outlook — Why Fed leadership, long-term rates, and global bond markets matter more than headline policy shifts From equities and earnings to metals and macro policy, this episode translates complex market dynamics into clear, actionable insight for investors navigating volatility and valuation risk. 👉 Don’t forget to 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/... 📧 Contact on Email: [email protected] 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #MikeDickson #EarningsSeason #StockMarket #AIInvesting #QuantStrategy #Silver #Gold #MarketVolatility #FedPolicy #InterestRates #Investing #MarketOutlook #PortfolioStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices
Bull Market Reality Check: Fed Shifts, Commodities Surge & Earnings Strength with Ryan Detrick
On this episode of The Money Path, host Todd M. Schoenberger is joined by Ryan Detrick, Chief Market Strategist at Carson Group, for a wide-ranging discussion on where markets stand — and where opportunity may lie next. The conversation opens with the Federal Reserve and the appointment of Kevin Warsh, as Ryan examines how policy direction, rate cut expectations, and a 3% inflation environment shape Carson Group’s portfolio strategy. With Carson recently surpassing $55 billion in assets, Ryan shares how their team is positioning for continued economic resilience. The discussion then turns to commodities, where gold and silver have made major moves. Ryan explains why he doesn’t believe the metals rally has peaked, the role of central bank demand, and how a weaker dollar could fuel further upside. He also points to potential “catch-up” opportunities in energy and other underperforming sectors, noting the outperformance of the S&P 500 equal weight index. On earnings, Ryan highlights a strong start to the reporting season, with S&P 500 earnings up 12.8% year-over-year, and industrials surprising to the upside. Despite pockets of concern in software and staples, he sees the broader bull market remaining intact. Todd and Ryan close by addressing market volatility, tariff impacts, and why pullbacks can create opportunity for long-term investors. Ryan also shares insights from his podcast, “Facts vs. Feelings,” reinforcing the theme that data — not emotion — should guide investment decisions. This episode delivers a grounded, data-driven roadmap for navigating today’s markets across policy, commodities, earnings, and equities. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #RyanDetrick #CarsonGroup #StockMarket #BullMarket #FederalReserve #Inflation #Commodities #Gold #Silver #EnergyStocks #SP500 #EarningsSeason #Investing #MarketOutlook Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch BTT on your favorite streaming platform
Watch BTT on your favorite streaming platform — or go straight to YouTube, where everything’s just a click away. 🔥 Subscribe to our YouTube channels and stay plugged into the conversations shaping business, markets, and money. ▶️ Subscribe to CrossCheck Media on YouTube ▶️Subscribe to Biz Talk Today TV on YouTube #Subscribe #Television #Business #News #Media #Streaming Learn more about your ad choices. Visit megaphone.fm/adchoices
Bull Market Reality Check: Fed Shifts, Commodities Surge & Earnings Strength with Ryan Detrick
On this episode of The Money Path, host Todd M. Schoenberger is joined by Ryan Detrick, Chief Market Strategist at Carson Group, for a wide-ranging discussion on where markets stand — and where opportunity may lie next. The conversation opens with the Federal Reserve and the appointment of Kevin Warsh, as Ryan examines how policy direction, rate cut expectations, and a 3% inflation environment shape Carson Group’s portfolio strategy. With Carson recently surpassing $55 billion in assets, Ryan shares how their team is positioning for continued economic resilience. The discussion then turns to commodities, where gold and silver have made major moves. Ryan explains why he doesn’t believe the metals rally has peaked, the role of central bank demand, and how a weaker dollar could fuel further upside. He also points to potential “catch-up” opportunities in energy and other underperforming sectors, noting the outperformance of the S&P 500 equal weight index. On earnings, Ryan highlights a strong start to the reporting season, with S&P 500 earnings up 12.8% year-over-year, and industrials surprising to the upside. Despite pockets of concern in software and staples, he sees the broader bull market remaining intact. Todd and Ryan close by addressing market volatility, tariff impacts, and why pullbacks can create opportunity for long-term investors. Ryan also shares insights from his podcast, “Facts vs. Feelings,” reinforcing the theme that data — not emotion — should guide investment decisions. This episode delivers a grounded, data-driven roadmap for navigating today’s markets across policy, commodities, earnings, and equities. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/ 📧 Contact on Email: [email protected] 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #RyanDetrick #CarsonGroup #StockMarket #BullMarket #FederalReserve #Inflation #Commodities #Gold #Silver #EnergyStocks #SP500 #EarningsSeason #Investing #MarketOutlook Learn more about your ad choices. Visit megaphone.fm/adchoices
Watch BTT on your favorite streaming platform
Watch BTT on your favorite streaming platform — or go straight to YouTube, where everything’s just a click away. 🔥 Subscribe to our YouTube channels and stay plugged into the conversations shaping business, markets, and money. ▶️ Subscribe to CrossCheck Media on YouTube ▶️Subscribe to Biz Talk Today TV on YouTube #Subscribe #Television #Business #News #Media Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets Reprice, Power Shifts: Warsh, the Fed & Where Money Moves Next
On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital, and Joe Besecker, CEO of Wayve Capital, for a timely breakdown of the recent market sell-off and a major shift at the Federal Reserve. The panel discusses the appointment of Kevin Warsh as the new Fed Chairman, examining how his hard-money background could initially unsettle markets — and why his leadership may ultimately support lower interest rates. Rhys and Joe argue the sell-off was overdue and frame it as a necessary market reset rather than a structural breakdown. The conversation turns to investment strategy, with insights on Apple’s earnings, rising memory chip costs, and why DRAM manufacturers like Micron may be positioned for upside. They also analyze volatility in software and cybersecurity stocks, pushing back on bearish reactions to strong growth in names like Microsoft, ServiceNow, and Palo Alto Networks. From metals to tech, policy to positioning, this episode offers a clear-eyed roadmap for navigating uncertainty and opportunity ahead. 👉 Don’t forget to Like 📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis! 🔗 Website: https://crosscheckmanagement.com/... 📧 Contact on Email: [email protected] 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #WayveWire #WayveCapital #MarketSellOff #FederalReserve #KevinWarsh #InterestRates #StockMarket #Investing #MarketVolatility #TechStocks #Cybersecurity #AppleStock #Micron #ToddMSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices