# $100 Oil, AI Opportunities & Wayve Capital's Next Big Trades

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/100-oil-ai-opportunities-wayve-capital-s-next-big-trades
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/100-oil-ai-opportunities-wayve-capital-s-next-big-trades.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-23T21:16:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN3328824049.mp3
Audio file: https://traffic.megaphone.fm/FPMN3328824049.mp3
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Duration seconds: 2488

## Resource

As geopolitical tensions push crude oil to $100 per barrel, investors are facing one of the most challenging market environments of the year. On this episode of Wayve Wire, host Todd M. Schoenberger welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for an institutional-level discussion on how professional portfolio managers are positioning themselves amid rising geopolitical risk, higher energy prices, and continued AI-driven market leadership. Joe explains why he believes the conflict involving Iran remains a key driver of oil prices and why energy markets could continue carrying a meaningful geopolitical risk premium. Rhys discusses why energy stocks have become an increasingly attractive hedge while highlighting opportunities across natural gas, uranium, and diversified energy companies. The conversation also examines the broader investment landscape, including Google's long-term AI strategy, why recent weakness may present buying opportunities, the outlook for interest rates, and why investors should focus on accumulating high-quality companies during periods of market volatility. Joe and Rhys also debate whether the Federal Reserve could still raise interest rates later this year if elevated oil prices reignite inflation, discuss the uncertain outlook for long-term Treasury bonds, and explain why disciplined portfolio management becomes even more valuable during periods of heightened uncertainty. The episode concludes with a look at broader geopolitical developments, the outlook for the U.S. economy, Tesla's recent decline, speculation surrounding a potential future SpaceX transaction, and why investors should always be prepared for opportunity when markets become emotional. Oil reaches $100 per barrel Iran conflict and geopolit…

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