{"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":887,"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":"2026-07-18T18:21:44.260122+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050"},"episode":{"title":"America, AI & Small Caps: Wayve Capital's Bold Second-Half Market Playbook","slug":"america-ai-small-caps-wayve-capital-s-bold-second-half-market-playbook","published_at":"2026-07-04T20:32:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/america-ai-small-caps-wayve-capital-s-bold-second-half-market-playbook","show_page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050","url":"https://traffic.megaphone.fm/FPMN3199265959.mp3","audio_url":"https://traffic.megaphone.fm/FPMN3199265959.mp3","summary":"Can the stock market continue climbing even as AI stocks cool off? Is Wall Street entering a new phase where small-cap companies finally take the lead? On this special Fourth of July edition of ⁠Wayve Wire⁠, host Todd M. Schoenberger welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for an in-depth discussion on where investors should be positioning portfolios for the second half of 2026. Joe explains why he's becoming even more optimistic about the market despite recent weakness in semiconductor and AI stocks, arguing that the investment landscape is broadening well beyond the Magnificent Seven. Rhys shares why the current capital spending boom, fueled by new tax incentives, could provide a significant tailwind for domestic small-cap companies. The conversation also explores the Federal Reserve's influence on markets, consumer spending trends heading into earnings season, the growing opportunity in actively managed small-cap portfolios, online sports betting, and why emerging \"Trump Accounts\" could reshape long-term investing for younger Americans. Topics Include: • Is the AI trade entering a new phase? • Why small-cap stocks may continue outperforming • Federal Reserve outlook and inflation risks • What earnings season could reveal • Consumer spending winners and losers • Sports betting investment opportunities • The rise of Trump Accounts • Active investing versus passive indexes • Where Wayve Capital is finding value today Don't miss this special Independence Day market outlook as Wayve Capital shares its roadmap for navigating Wall Street through the second half of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…","meta_description":"Can the stock market continue climbing even as AI stocks cool off? Is Wall Street entering a new phase where small-cap companies finally take the lead? On…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1885,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/america-ai-small-caps-wayve-capital-s-bold-second-half-market-playbook/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/america-ai-small-caps-wayve-capital-s-bold-second-half-market-playbook.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}