# Iran Deal, SpaceX Mania & AI's Next Move | Wayve Wire

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/iran-deal-spacex-mania-ai-s-next-move-wayve-wire
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/iran-deal-spacex-mania-ai-s-next-move-wayve-wire.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-06-12T18:02:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN7798038116.mp3
Audio file: https://traffic.megaphone.fm/FPMN7798038116.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/iran-deal-spacex-mania-ai-s-next-move-wayve-wire
Duration seconds: 3023

## Resource

Is a real Iran nuclear deal finally taking shape—or is Wall Street getting ahead of itself again? On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a fast-paced discussion on the biggest stories driving markets right now. The team breaks down the latest developments surrounding Iran, the potential reopening of the Strait of Hormuz, energy prices, and whether recent headlines signaling a breakthrough agreement should be trusted. They also examine the explosive investor interest surrounding SpaceX, the impact of its addition to the QQQ, potential liquidity challenges, and whether the company's growing influence is reshaping the broader technology landscape. Plus, the conversation dives into the future of artificial intelligence investing, cybersecurity opportunities, NVIDIA, Palantir, Adobe, infrastructure spending, and why active management may become increasingly important as market leadership narrows. Topics covered: • Iran nuclear deal developments• Strait of Hormuz and energy markets• Oil prices and inflation risks• SpaceX IPO and QQQ inclusion• AI investment opportunities• NVIDIA, Palantir and cybersecurity stocks• Adobe and AI monetization concerns• Infrastructure and construction stock opportunities• Active management versus passive investing• Market leadership and technology trends• Tesla and SpaceX speculation• Global geopolitical risks impacting markets If you want unfiltered market analysis, actionable investment ideas, and insights into the forces shaping Wall Street, this is an episode you won't want to miss. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠…

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