『The Weekly Money Clip』のカバーアート

The Weekly Money Clip

The Weekly Money Clip

著者： Evergreen Podcasts | CrossCheck Media
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 This 30-minute show aims to provide a comprehensive and diverse exploration of money-related topics, combining expert insights with individual experiences.All Rights Reserved 2024 経済学
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  • Jobs Report Reality Check, Life Sciences M&A Watch, and the Robotics Boom (with Wayve Capital)

    Jobs Report Reality Check, Life Sciences M&A Watch, and the Robotics Boom (with Wayve Capital)
    2026/01/12
    Today’s episode of Wayve Wire brought together the macro headlines and the market themes investors are watching most as 2026 gets underway. Host ⁠Todd M. Schoenberger⁠ was joined by Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) to break down the latest Jobs Report, the Fed outlook, and the growing divide between the upper and lower halves of the U.S. economy. Joe and Rhys discussed why the payroll number alone isn’t enough to force a major policy shift, but still see a path to 2–3 rate cuts in 2026 as the economy transitions. The conversation then shifted to life sciences stocks and potential M&A, with Joe predicting that large pharma and biotech firms will look to boost pipelines by acquiring small- and mid-cap companies—especially heading into the JPMorgan Healthcare Conference. Joe highlighted the Emerald Life Sciences ETF as a proxy for gaining exposure to the sector, pointing to the value of active, expert-driven ETF strategies. The panel also discussed the surge in robotics and automation, including Wayve Capital’s interest in Serve Robotics and why autonomous delivery is gaining momentum—especially as CES puts robotics front and center. They closed with a look at the oil market after Venezuela headlines, the importance of natural gas for data center expansion, and why small caps could surprise to the upside as corporate “fill-in” deals accelerate. If you want a fast-moving conversation that connects jobs, rate cuts, M&A, AI/robotics, and the next market rotation, this episode is worth watching. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠...⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 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 #ToddMSchoenberger #JoeBesecker #RhysWilliams #JobsReport #NonfarmPayrolls #FederalReserve #RateCuts #Inflation #TwoSpeedEconomy #AI #Automation #Robotics #ServeRobotics #CES #TechTrends #LifeSciences #Biotech #Pharma #HealthcareInvesting #MergersAndAcquisitions #JPMHealthcare #EmeraldETF #SmallCaps #MarketOutlook #Investing #PortfolioStrategy #EnergyMarkets #NaturalGas Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 分
  • Jobs Report Fallout: Thomas Martin on the Fed, 2026 Market Setup & Where Investors Should Look Next

    Jobs Report Fallout: Thomas Martin on the Fed, 2026 Market Setup & Where Investors Should Look Next
    2026/01/12
    Today’s episode of The Money Path delivered a sharp, macro-driven breakdown of what markets should—and shouldn’t—take from the latest jobs report. Host ⁠Todd M. Schoenberger⁠ was joined by Thomas Martin, Senior Portfolio Manager at Globalt Investments, to unpack why the report’s mixed signals are unlikely to trigger meaningful Fed cuts on their own. Thomas explained that inflation, debt levels, and the individual views of Fed policymakers will likely matter more than any single data point—and that the Fed may still only cut modestly (potentially 25 bps) even as growth cools. The conversation also tackled the White House’s plan to purchase $200 billion in mortgage-backed securities, with Thomas warning that lower rates alone won’t fix affordability when housing supply remains constrained. On markets, he emphasized that 2026 performance will depend less on Fed speculation and more on fundamentals—especially earnings growth, productivity, and global conditions. Thomas outlined a potential rotation away from mega-cap tech and toward cyclical stocks if earnings materialize, while also weighing in on key commodity themes. He noted that oil’s collapse from $80 to $50 has created extremely bearish sentiment—often a setup worth watching—and pointed to refiners like Valero as an area investors may want to consider. He also discussed Globalt’s positioning in gold, silver, and miners, and why rising global resource redundancy and self-sufficiency trends could keep demand for physical assets and industrial metals like copper elevated. Finally, Thomas addressed the potential market volatility around an upcoming Supreme Court tariff ruling, arguing that while the headlines may shake markets, the true economic impact could be more muted due to reduced tariff levels and the administration’s strategic use of scarce items like rare earths. If you’re looking for a clear-eyed investing framework for 2026—spanning Fed policy, rotation, commodities, and geopolitical/tariff risk—this episode is worth watching. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 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. #TheMoneyPath #ToddMSchoenberger #ThomasMartin #GlobaltInvestments #JobsReport #NonfarmPayrolls #FederalReserve #InterestRates #RateCuts #Inflation #StockMarket #MarketOutlook #2026Outlook #EarningsGrowth #Magnificent7 #CyclicalStocks #Macro #PortfolioStrategy #OilMarkets #EnergyStocks #Valero #Venezuela #Gold #Silver #Copper #Commodities #Tariffs #SupremeCourt #RiskManagement #WealthManagement Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分
  • Inflation Isn’t “Transitory” — Ross Mayfield’s 2026 Market Roadmap + What Investors Are Missing

    Inflation Isn’t “Transitory” — Ross Mayfield’s 2026 Market Roadmap + What Investors Are Missing
    2026/01/10
    Today’s episode of The Money Path delivered a sharp macro breakdown on what markets are getting wrong — and where opportunity may emerge in 2026. Host ⁠Todd M. Schoenberger⁠ was joined by Ross Mayfield, Investment Strategist at Baird Private Wealth Management, to unpack the biggest misinterpretations driving investor behavior right now — starting with inflation. Ross argues that the market continues to treat inflation like it will fade quickly, but he expects it to stay stickier than most anticipate. He also pointed to underappreciated geopolitical risks, particularly around China and the Middle East, as key variables that could reshape market sentiment. Ross pushed back on the idea that today’s market is a tech bubble, emphasizing that fundamentals and positioning don’t match the late-1990s setup. He shared why he expects Fed rate cuts to continue in 2026 as the labor market cools, supporting a constructive outlook — but with more tempered returns than recent years. The conversation also explored where investors can look beyond Big Tech, why small caps remain challenging in a higher-for-longer environment, and how real estate could regain appeal as rates decline. If you want a grounded, strategy-driven perspective on 2026 — and how to invest around inflation, rates, and geopolitical risk — this episode is worth watching. 🔔 Subscribe to CrossCheck Media for more Wall Street intelligence and trading strategy updates. 📺 Watch now and get ahead of the markets! 🔗 Website: ⁠https://crosscheckmanagement.com/⁠ 📧 Contact on Email: support@biztalktodaytv.com 📱 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. #TheMoneyPath #ToddMSchoenberger #RossMayfield #Baird #MarketOutlook #2026Outlook #Inflation #InterestRates #FederalReserve #RateCuts #JobsReport #StockMarket #Investing #Macro #Geopolitics #China #MiddleEast #Magnificent7 #TechStocks #MarketStrategy #PortfolioStrategy #RiskManagement #RealEstateInvesting #CreditQuality #WealthManagement #AssetAllocation #FinancialNews #BusinessTV Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 分
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