{"podcast":{"title":"Biz Talk Today TV","slug":"the-weekly-money-clip-6866050","podcast_index_feed_id":6866050,"rss_url":"https://feeds.megaphone.fm/weeklymoney-clip","website_url":"https://evergreenpodcasts.com","image_url":"https://megaphone.imgix.net/podcasts/10f20d1e-cc42-11ee-8d94-5706d5b24a85/image/5cc13661b0827ebafef67af39f137d5b.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"CrossCheck Media","episode_count":1027,"summary":"Biz Talk Today TV is a cutting-edge business and media platform where business talks and ideas soar. Through its growing lineup of original programming, Biz Talk Today TV brings audiences premium conversations on Wall Street, investing, economics, entrepreneurship, politics, law, sports betting, and pop culture — featuring respected strategists, CEOs, economists, journalists, investors, and thought leaders from across the globe. From market-moving analysis on The Money Path, Hatfield Economics, Wayve Wire, Buy Hold Sell, and Financial Compass to high-energy sports coverage on Madden On The Line, Biz Talk Today TV offers a dynamic blend of intelligence, entertainment, and opportunity. Available worldwide across streaming television, mobile apps, and audio podcast platforms, Biz Talk Today TV is designed for modern audiences who want access anytime, anywhere. Whether watching on screen or listening in MP3 format, audiences can stay connected to breaking market trends, wealth-building strategies, macroeconomic insights, leadership perspectives, and cultural conversations that shape the world. Biz Talk Today TV is more than a network — it’s a destination for ambitious thinkers, invest…","last_synced_at":"2026-09-12T08:18:18.892665+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050"},"episode":{"title":"AI Selloff Was the Buy Signal? Wayve Capital Breaks Down the Fed, Semiconductors & What's Next","slug":"ai-selloff-was-the-buy-signal-wayve-capital-breaks-down-the-fed-semiconductors-what-s-next","published_at":"2026-07-31T17:16:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-selloff-was-the-buy-signal-wayve-capital-breaks-down-the-fed-semiconductors-what-s-next","show_page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050","url":"https://traffic.megaphone.fm/FPMN8748126569.mp3","audio_url":"https://traffic.megaphone.fm/FPMN8748126569.mp3","summary":"Did the recent AI-driven market selloff create one of the best buying opportunities of the year? On this episode of Wayve Wire, host Todd M. Schoenberger welcomes Joe Besecker, CEO of Philadelphia-based Wayve Capital, and Rhys Williams, the firm's CIO, for an institutional-level discussion on the forces driving today's markets. The team explains why they believed the semiconductor pullback represented a buying opportunity, how South Korea's leveraged retail market accelerated the correction, and why they acted before much of Wall Street changed its outlook. The conversation also explores Kevin Warsh's latest comments and what they reveal about the Federal Reserve's evolving approach to monetary policy, along with the growing influence of the bond market on interest-rate expectations. Additional topics include: Why semiconductor weakness created opportunity Amazon's continued AI spending and cloud growth The difference between investing and today's momentum-driven \"casino\" market AI adoption across healthcare, energy, and industrial companies Geopolitical risks surrounding Iran and the Strait of Hormuz Oil prices, inflation, and what investors should watch next How Wayve Capital approaches long-term investing amid short-term volatility If you want institutional-quality market analysis that looks beyond the headlines, this episode of Wayve Wire delivers valuable insights from two seasoned portfolio managers. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program a…","meta_description":"Did the recent AI-driven market selloff create one of the best buying opportunities of the year? On this episode of Wayve Wire, host Todd M. Schoenberger…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2317,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/ai-selloff-was-the-buy-signal-wayve-capital-breaks-down-the-fed-semiconductors-what-s-next/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-selloff-was-the-buy-signal-wayve-capital-breaks-down-the-fed-semiconductors-what-s-next.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}