{"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":765,"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":null,"page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050"},"episode":{"title":"FOUNDER-LED STOCKS OUTPERFORM? Michael Monaghan on AI, Semiconductors & Why Founder ETFs Could Beat the S&P","slug":"founder-led-stocks-outperform-michael-monaghan-on-ai-semiconductors-why-founder-etfs-could-beat-the-s-p","published_at":"2026-05-08T21:44:00+00:00","page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050/founder-led-stocks-outperform-michael-monaghan-on-ai-semiconductors-why-founder-etfs-could-beat-the-s-p","show_page_url":"https://stenobird.com/podcast/the-weekly-money-clip-6866050","url":"https://traffic.megaphone.fm/FPMN4675296278.mp3?updated=1778277474","audio_url":"https://traffic.megaphone.fm/FPMN4675296278.mp3?updated=1778277474","summary":"Could founder-led companies be the ultimate edge in today’s AI-driven market? On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Michael Monaghan, Partner at Founder ETFs, to break down one of the fastest-growing investment themes on Wall Street: The Founder Factor. With semiconductors soaring, enterprise software lagging, and hyperscalers like Meta, Google, and Oracle spending aggressively on AI infrastructure, Michael explains why founder-led companies may be uniquely positioned to outperform in a rapidly evolving economy. Michael dives into the powerful thesis behind Founder ETFs (FFF) — a strategy built around decades of research suggesting founder-led businesses often recover faster, allocate capital better, and outperform traditional benchmarks over time. 💥 Key topics include: • Why founder-led companies may outperform the S&P 500 • Founder ETFs (FFF) vs traditional passive investing • AI infrastructure boom: semiconductors, hyperscalers & enterprise disruption • Why software is lagging while semis surge • Agentic AI, job creation & the next productivity wave • Oracle’s underappreciated founder-led opportunity • Market concentration risk beyond the Magnificent Seven • Why founder-led agility may matter most in volatile macro markets ⚡ Michael also explains why founder-led businesses historically recovered faster during crises, and how founder-driven capital allocation may become a major investing edge as AI, global uncertainty, and innovation reshape public markets. 📲 Follow Biz Talk Today TV on X: @BizTalkTodayTV 📺 Download the Biz Talk Today TV app on Apple & Android devices 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Ema…","meta_description":"Could founder-led companies be the ultimate edge in today’s AI-driven market? On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down wit…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1571,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/founder-led-stocks-outperform-michael-monaghan-on-ai-semiconductors-why-founder-etfs-could-beat-the-s-p/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/founder-led-stocks-outperform-michael-monaghan-on-ai-semiconductors-why-founder-etfs-could-beat-the-s-p.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}